Signals

← Signals

☆LRGF

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

Flow ranking

Rank#157
Score / z1.226 / 1.73
Consensus89.49 over 153 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 272.8 12.6% 3 -0.6 pp -0.6 pp +12.6 pp +12.6 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 247.1 11.8% 4 +0.1 pp +0.4 pp +0.6 pp +11.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 180.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 175.6 5.2% 3 -0.1 pp +1.1 pp +5.2 pp +5.2 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 162.9 23.5% 3 -0.2 pp +0.5 pp +23.5 pp +23.5 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 129.5 3.9% 3 -0.0 pp +0.0 pp +3.9 pp +3.9 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 85.3 8.9% 3 -1.7 pp -2.2 pp +8.9 pp +8.9 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 74.1 6.2% 3 -0.1 pp -0.1 pp +6.2 pp +6.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 72.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 59.5 1.1% 4 +0.2 pp +0.6 pp +0.6 pp +1.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 55.4 1.6% 3 -0.2 pp -0.1 pp +1.6 pp +1.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 52.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 51.5 3.4% 3 -0.1 pp -0.2 pp +3.4 pp +3.4 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 50.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EWA, LLC CIK 0001835252 0.457 332 50.6 12.3% 3 -1.2 pp +2.1 pp +12.3 pp +12.3 pp
☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 45.5 6.5% 3 -0.1 pp -0.2 pp +6.5 pp +6.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 41.8 0.0% 3 +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 41.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 39.5 1.0% 3 -0.0 pp +0.2 pp +1.0 pp +1.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 38.4 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 37.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 36.0 14.0% 3 -0.6 pp +0.2 pp +14.0 pp +14.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 33.7 6.4% 3 -0.0 pp +0.2 pp +6.4 pp +6.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 26.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DDFG, Inc CIK 0001967640 0.535 91 25.3 5.5% 3 -0.2 pp +2.0 pp +5.5 pp +5.5 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 24.8 4.7% 3 -0.4 pp -0.6 pp +4.7 pp +4.7 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 21.7 1.0% 3 +0.2 pp +0.2 pp +1.0 pp +1.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 21.5 1.4% 3 -0.2 pp -0.4 pp +1.4 pp +1.4 pp
☆Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 21.1 6.1% 3 +1.0 pp -0.3 pp +6.1 pp +6.1 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 14.9 9.9% 3 -0.0 pp +0.4 pp +9.9 pp +9.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 14.8 0.2% 3 -0.5 pp -0.5 pp +0.2 pp +0.2 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 14.7 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 13.6 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 12.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Obsido Oy CIK 0002067281 0.833 20 11.1 6.8% 4 -0.1 pp -0.0 pp +0.2 pp +6.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 11.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 10.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 10.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 9.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 9.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 9.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 8.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 8.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 7.7 3.5% 3 -0.2 pp -0.2 pp +3.5 pp +3.5 pp
☆Family Capital Trust Co CIK 0001123320 0.317 83 7.3 2.4% 3 -0.1 pp -1.2 pp +2.4 pp +2.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 7.1 2.6% 3 -0.4 pp -0.4 pp +2.6 pp +2.6 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 6.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 6.5 2.9% 3 -0.1 pp -0.1 pp +2.9 pp +2.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 6.3 3.2% 3 +0.3 pp +0.3 pp +3.2 pp +3.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 6.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 5.8 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 5.4 1.9% 3 -0.1 pp -0.1 pp +1.9 pp +1.9 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 5.3 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 5.0 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 4.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 4.7 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 4.7 2.3% 3 -0.1 pp -0.1 pp +2.3 pp +2.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 3.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 3.3 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 3.3 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 3.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 2.6 0.6% 4 -0.0 pp +0.1 pp +0.2 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 2.5 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 2.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 1.8 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 1.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 1.5 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 1.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 1.3 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 1.2 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 1.1 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 0.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.6 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 0.5 0.4% 2 -4.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Boston Trust Walden Corp CIK 0001534866 0.672 396 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.3 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 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.3 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 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.1 0.1% 3 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 3 +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% 2 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 0 +0.0 pp -0.0 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
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.2 pp -0.2 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
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 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
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 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 LRGF). Qtrs Held counts distinct quarters this fund has actually held LRGF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LRGF position size. Δ columns are the percentage-point change in LRGF'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