Signals

← Signals

☆GVI

313 in-universe funds with a nonzero position in GVI within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22489
Score / z-0.206 / -0.30
Consensus113.93 over 188 funds
Momentumno 12m return

Price & positioning

222 cached closes, trailing year
Drawdownno history
Short interest-50% / 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 ▾
☆EASTERN BANK CIK 0001126395 0.668 1038 265.0 4.6% 3 +0.0 pp -0.3 pp +4.6 pp +4.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 237.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 225.2 4.4% 2 +0.2 pp +4.4 pp +4.4 pp +4.4 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 138.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 135.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 126.7 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 117.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 107.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 105.9 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 91.7 7.8% 3 -0.2 pp -0.9 pp +7.8 pp +7.8 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 78.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 72.0 1.0% 3 -0.3 pp -0.4 pp +1.0 pp +1.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 66.8 0.0% 3 +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 52.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 50.1 8.5% 3 +0.3 pp +0.6 pp +8.5 pp +8.5 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 48.0 3.9% 3 +0.1 pp +0.1 pp +3.9 pp +3.9 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 46.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 44.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 42.0 3.5% 3 +0.2 pp +0.1 pp +3.5 pp +3.5 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 40.1 2.7% 3 -0.0 pp -0.0 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 36.5 0.0% 3 -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 36.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 30.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 30.3 14.8% 3 +0.1 pp +0.4 pp +14.8 pp +14.8 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 30.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 29.4 1.4% 3 -0.1 pp -0.3 pp +1.4 pp +1.4 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 28.9 2.2% 3 +0.3 pp +0.3 pp +2.2 pp +2.2 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 27.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 26.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 26.7 2.0% 3 +0.1 pp +0.1 pp +2.0 pp +2.0 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 25.1 3.3% 3 -0.1 pp -2.1 pp +3.3 pp +3.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 24.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MERIDIAN MANAGEMENT CO CIK 0000806097 0.487 84 24.3 6.0% 3 +0.4 pp +0.7 pp +6.0 pp +6.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 23.4 0.7% 4 +0.5 pp +0.5 pp +0.5 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 22.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 22.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 18.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 17.5 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 17.5 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 17.3 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 17.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 16.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 16.4 1.5% 3 +0.0 pp +0.4 pp +1.5 pp +1.5 pp
☆BOKF, NA CIK 0000009634 0.752 1160 15.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 14.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 14.7 1.6% 3 -0.1 pp -0.2 pp +1.6 pp +1.6 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 14.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 12.3 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 12.2 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 11.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Community Financial Services Group, LLC CIK 0001537319 0.285 532 11.6 2.1% 3 +0.0 pp -0.1 pp +2.1 pp +2.1 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 11.0 0.8% 3 -0.2 pp -0.5 pp +0.8 pp +0.8 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 10.4 2.3% 3 +0.1 pp +0.2 pp +2.3 pp +2.3 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 10.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 9.5 1.7% 3 -0.0 pp -0.2 pp +1.7 pp +1.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 9.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 8.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 8.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 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 8.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 7.8 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 7.5 3.5% 3 +0.1 pp +0.3 pp +3.5 pp +3.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 7.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 6.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 6.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 6.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Argent Trust Co CIK 0001625292 0.533 769 6.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 6.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 5.8 0.9% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.5 0.0% 3 -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 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 5.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 5.1 2.2% 3 +0.0 pp -0.1 pp +2.2 pp +2.2 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 5.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 5.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 5.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 4.6 0.6% 3 -0.1 pp +0.0 pp +0.6 pp +0.6 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 4.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 4.5 3.9% 4 +0.2 pp -0.1 pp -0.6 pp +3.9 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 4.4 3.3% 2 +0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New Hampshire Trust CIK 0001961742 0.436 176 4.1 0.8% 3 +0.4 pp +0.5 pp +0.8 pp +0.8 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 4.1 1.8% 1 +1.8 pp +0.1 pp +1.8 pp +1.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 3.8 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 3.3 0.2% 3 -0.3 pp -0.3 pp +0.2 pp +0.2 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 3.2 0.9% 3 -0.2 pp -0.7 pp +0.9 pp +0.9 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 3.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 3.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 3.1 1.7% 3 +0.3 pp +0.2 pp +1.7 pp +1.7 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 3.0 1.6% 3 -0.1 pp -0.9 pp +1.6 pp +1.6 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 2.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 2.6 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 2.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 2.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 2.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unified Investment Management CIK 0002054855 0.105 141 2.1 2.1% 3 +0.0 pp +0.1 pp +2.1 pp +2.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 2.0 0.8% 3 +0.3 pp +0.6 pp +0.8 pp +0.8 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 1.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 1.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 1.6 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 1.6 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vantage Investment Partners, LLC CIK 0001534561 0.547 64 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.6 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.3 0.0% 2 +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% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆First County Bank /CT/ CIK 0001983616 0.228 169 1.2 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Simmons Bank CIK 0001674486 0.467 369 1.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 1.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 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% 3 -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% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.9 pp -0.4 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.7 pp -0.7 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
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +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% 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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