Signals

← Signals

☆GVI

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

Flow ranking

Rank#575
Score / z0.306 / 0.26
Consensus105.61 over 182 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+155% / 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 292.8 5.0% 4 +0.5 pp +0.5 pp +0.2 pp +5.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 235.2 4.6% 3 +0.2 pp +0.4 pp +4.6 pp +4.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 190.5 0.2% 4 -0.0 pp -0.1 pp +0.0 pp +0.2 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 144.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 134.6 1.7% 3 +0.1 pp +0.2 pp +1.7 pp +1.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 119.8 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 112.5 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 100.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 94.6 8.1% 4 +0.3 pp +0.1 pp -0.6 pp +8.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 75.2 0.0% 4 +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 70.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 65.4 0.9% 4 -0.0 pp -0.3 pp -0.5 pp +0.9 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 65.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 54.2 9.3% 4 +0.9 pp +1.2 pp +1.5 pp +9.3 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 49.3 4.1% 4 +0.3 pp +0.4 pp +0.3 pp +4.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 42.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.499 479 42.1 2.7% 4 +0.1 pp +0.1 pp +0.1 pp +2.7 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 41.8 3.5% 4 -0.0 pp +0.2 pp +0.1 pp +3.5 pp
☆HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 31.8 15.3% 4 +0.5 pp +0.6 pp +0.9 pp +15.3 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 30.6 3.8% 4 +0.5 pp +0.5 pp -1.6 pp +3.8 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 30.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 29.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 29.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 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 29.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 29.0 1.4% 4 +0.0 pp -0.1 pp -0.3 pp +1.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 28.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 27.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 27.4 1.9% 4 -0.1 pp -0.0 pp -0.0 pp +1.9 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 27.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 25.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MERIDIAN MANAGEMENT CO CIK 0000806097 0.487 84 24.5 6.1% 4 +0.1 pp +0.5 pp +0.8 pp +6.1 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 24.2 0.7% 5 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 23.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 23.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 22.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 20.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 18.1 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 17.9 0.6% 4 +0.0 pp +0.1 pp +0.0 pp +0.6 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 17.2 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 17.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 16.3 1.5% 4 +0.0 pp +0.1 pp +0.4 pp +1.5 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 16.1 1.4% 4 -0.9 pp -0.6 pp -0.6 pp +1.4 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 15.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BOKF, NA CIK 0000009634 0.752 1160 14.9 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 14.8 1.6% 4 +0.0 pp -0.1 pp -0.2 pp +1.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 13.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 13.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 13.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 12.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 12.1 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Community Financial Services Group, LLC CIK 0001537319 0.285 532 11.8 2.1% 4 -0.1 pp -0.0 pp -0.1 pp +2.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 10.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 9.6 1.4% 4 -0.3 pp -0.4 pp -0.5 pp +1.4 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 9.5 2.2% 4 -0.2 pp -0.1 pp +0.1 pp +2.2 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 9.2 0.5% 4 -0.0 pp -0.1 pp -0.0 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 8.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 8.6 0.5% 4 -0.0 pp -0.1 pp -0.0 pp +0.5 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 8.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 7.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Argent Trust Co CIK 0001625292 0.533 769 7.7 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 7.6 0.5% 4 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 7.5 3.5% 4 -0.0 pp +0.0 pp +0.3 pp +3.5 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 6.8 2.0% 4 +1.1 pp +0.9 pp +0.4 pp +2.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 6.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 6.4 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 6.4 0.0% 4 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 6.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ISTHMUS PARTNERS, LLC CIK 0001639666 0.299 226 6.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 6.1 0.3% 1 +0.3 pp -0.5 pp -0.1 pp +0.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 5.9 0.2% 4 -0.2 pp -0.2 pp -0.3 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.2 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 5.1 2.2% 4 +0.0 pp +0.0 pp -0.1 pp +2.2 pp
☆New Hampshire Trust CIK 0001961742 0.436 176 5.1 1.0% 4 +0.2 pp +0.6 pp +0.7 pp +1.0 pp
☆MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 5.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 5.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.0 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 4.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 4.6 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 4.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 4.6 3.5% 3 +0.3 pp +0.6 pp +3.5 pp +3.5 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 4.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 4.4 1.9% 2 +0.2 pp +1.9 pp +0.2 pp +1.9 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 4.2 0.3% 4 -0.5 pp -0.6 pp -1.0 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 3.8 0.7% 4 -0.0 pp +0.2 pp +0.2 pp +0.7 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 3.5 0.0% 4 -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 3.4 0.0% 4 +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 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 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 3.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 3.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 3.1 0.2% 4 -0.0 pp -0.3 pp -0.3 pp +0.2 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 3.0 1.5% 4 -0.1 pp -0.2 pp -1.0 pp +1.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 2.8 1.7% 4 -0.0 pp +0.3 pp +0.2 pp +1.7 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 2.6 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 2.6 0.1% 4 +0.0 pp -0.0 pp -0.2 pp +0.1 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 2.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 2.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 2.2 0.5% 4 -0.0 pp -0.1 pp -0.0 pp +0.5 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 2.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 2.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Unified Investment Management CIK 0002054855 0.105 141 2.0 2.1% 4 +0.0 pp +0.1 pp +0.1 pp +2.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.0 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 2.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 1.9 0.7% 4 +0.1 pp +0.1 pp +0.2 pp +0.7 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Heritage Trust Co CIK 0001706028 0.449 313 1.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 1.6 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 1.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 1.5 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First County Bank /CT/ CIK 0001983616 0.228 169 1.3 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 1.3 0.5% 4 -0.3 pp -0.0 pp +0.3 pp +0.5 pp
☆MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 1.2 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 1.1 0.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 1.1 0.9% 5 -3.0 pp -2.8 pp -3.1 pp -3.6 pp
☆Simmons Bank CIK 0001674486 0.467 369 1.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.0 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆McLaughlin Asset Management, Inc. CIK 0002112239 0.150 92 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆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 +0.0 pp +0.0 pp -0.6 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
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 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 +0.0 pp +0.0 pp -0.1 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
☆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
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 +0.0 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
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 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 +0.0 pp +0.0 pp -0.3 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆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
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 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
☆STAR Financial Bank CIK 0001965329 0.528 109 0.0 0.0% 0 -0.1 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
☆Csenge Advisory Group CIK 0001715593 0.550 760 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 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
☆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
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 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
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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 (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