Signals

← Signals

☆MGC

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

Flow ranking

Rank#604
Score / z0.226 / 0.34
Consensus194.75 over 350 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 420.1 0.1% 2 +0.1 pp +0.1 pp +0.1 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 383.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 173.6 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 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 140.9 0.0% 4 -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 138.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 122.8 5.2% 2 +0.2 pp +5.2 pp +5.2 pp +5.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 120.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 117.7 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 117.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 115.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 111.9 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 111.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 107.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 105.2 6.4% 2 +0.1 pp +6.4 pp +6.4 pp +6.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 103.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 73.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 70.0 1.6% 2 -0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 57.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 52.7 13.0% 2 -0.0 pp +13.0 pp +13.0 pp +13.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 51.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 50.6 1.8% 2 +0.9 pp +1.8 pp +1.8 pp +1.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 50.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 50.3 4.8% 2 +0.0 pp +4.8 pp +4.8 pp +4.8 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 47.2 0.9% 2 -0.0 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 42.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 42.8 0.3% 4 -0.1 pp +0.0 pp -0.0 pp +0.3 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 41.3 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 39.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 33.4 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 32.5 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 31.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 30.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 27.6 3.1% 2 -0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 25.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 25.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 23.6 5.3% 2 +2.0 pp +5.3 pp +5.3 pp +5.3 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 22.6 4.6% 2 +0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 22.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 22.1 8.5% 2 -1.5 pp +8.5 pp +8.5 pp +8.5 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 21.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 20.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 19.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 18.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 18.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 18.2 2.3% 2 +0.9 pp +2.3 pp +2.3 pp +2.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 17.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MA Private Wealth CIK 0001767474 0.750 88 17.8 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 17.4 5.4% 2 +0.1 pp +5.4 pp +5.4 pp +5.4 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 17.2 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 17.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 16.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 15.5 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 14.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 14.1 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 13.9 1.4% 2 +0.7 pp +1.4 pp +1.4 pp +1.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 13.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 13.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 12.4 4.8% 2 +0.2 pp +4.8 pp +4.8 pp +4.8 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 12.3 2.6% 2 +1.3 pp +2.6 pp +2.6 pp +2.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 12.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 12.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 11.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 11.6 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 11.3 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 10.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 10.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 10.3 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 10.0 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 10.0 5.9% 2 +1.8 pp +5.9 pp +5.9 pp +5.9 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 9.7 1.4% 2 +0.6 pp +1.4 pp +1.4 pp +1.4 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 9.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 9.3 2.4% 2 +1.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 9.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 9.2 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 9.0 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆STEPH & CO CIK 0000941519 0.731 283 8.9 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 8.9 1.7% 2 -1.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 8.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 8.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 7.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 7.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 7.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 7.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 7.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 6.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 6.4 1.9% 2 +1.3 pp +1.9 pp +1.9 pp +1.9 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 6.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 6.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 5.8 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 5.8 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 5.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 5.5 4.5% 2 -0.3 pp +4.5 pp +4.5 pp +4.5 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 5.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 5.0 3.8% 4 +0.2 pp +0.2 pp -1.5 pp +3.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 4.9 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 4.8 2.1% 2 -4.5 pp +2.1 pp +2.1 pp +2.1 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 4.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 4.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 4.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 4.1 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 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
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 4.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.9 0.0% 2 -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 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 3.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 3.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 3.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 3.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 3.3 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 3.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.2 0.0% 2 +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 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 3.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 3.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.625 73 3.0 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆David Kennon Inc CIK 0001954126 0.575 45 2.9 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 2.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 2.7 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.6 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 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 2.5 1.0% 2 -1.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 2.5 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 2.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 2.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 0.0 0.0% 1 +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% 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
☆Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 -20.0 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
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 +0.0 pp -2.7 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
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 -0.2 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
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 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
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 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 MGC). Qtrs Held counts distinct quarters this fund has actually held MGC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MGC position size. Δ columns are the percentage-point change in MGC'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