Signals

← Signals

☆MGC

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

Flow ranking

Rank#652
Score / z0.244 / 0.20
Consensus180.48 over 317 funds
Momentumno 12m return

Price & positioning

227 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 802.9 0.2% 4 -0.2 pp +0.1 pp +0.2 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 369.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 175.9 1.5% 4 -0.0 pp -0.0 pp +0.3 pp +1.5 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 153.1 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 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 140.6 0.0% 6 -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 138.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 119.2 4.9% 4 -0.3 pp -0.3 pp -0.1 pp +4.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 110.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 109.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 104.0 5.1% 3 -0.5 pp -1.5 pp +5.1 pp +5.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 103.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 103.1 0.6% 4 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 91.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 82.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 69.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 56.4 0.8% 4 -0.4 pp -0.7 pp -1.2 pp +0.8 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 51.7 4.6% 4 -0.1 pp -0.2 pp -0.2 pp +4.6 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 50.9 12.2% 4 -0.5 pp -0.8 pp -0.8 pp +12.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 47.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 45.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 43.1 0.0% 4 -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 41.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 41.5 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 41.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 37.4 0.2% 4 +0.1 pp +0.1 pp -0.1 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 36.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 35.9 9.9% 3 -0.1 pp -0.6 pp +9.9 pp +9.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 35.9 0.3% 6 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 33.8 0.9% 4 -0.4 pp -0.4 pp -0.4 pp +0.9 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 32.1 2.3% 4 -0.1 pp -0.1 pp -0.0 pp +2.3 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 31.3 0.5% 4 -0.0 pp -0.1 pp +0.0 pp +0.5 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 26.5 2.9% 4 -0.1 pp -0.2 pp -0.5 pp +2.9 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 22.8 4.3% 4 -0.2 pp -0.3 pp -0.2 pp +4.3 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 21.1 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 21.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 20.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 19.1 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 16.5 4.9% 4 -0.3 pp -0.5 pp -0.3 pp +4.9 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 16.4 1.3% 4 -0.1 pp -0.1 pp -0.2 pp +1.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 16.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 16.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 15.4 0.9% 4 +0.0 pp +0.3 pp +0.5 pp +0.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 14.9 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 14.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 14.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 14.1 5.2% 4 +0.2 pp +0.5 pp +0.7 pp +5.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 14.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Capital Advantage, Inc. CIK 0001628896 0.496 150 13.9 1.8% 4 -0.1 pp -0.3 pp -0.3 pp +1.8 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 13.9 0.3% 4 +0.0 pp -0.3 pp -0.3 pp +0.3 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 13.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 13.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 12.1 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 11.4 3.1% 4 +0.0 pp +0.1 pp -0.1 pp +3.1 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 11.2 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 11.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 10.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 10.6 2.1% 4 -0.3 pp +0.4 pp -0.7 pp +2.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 10.6 1.5% 4 -0.1 pp +0.0 pp +0.1 pp +1.5 pp
☆STEPH & CO CIK 0000941519 0.731 283 10.4 3.0% 4 +0.2 pp +0.3 pp +0.4 pp +3.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 10.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 9.6 6.0% 4 -0.1 pp +0.1 pp +1.9 pp +6.0 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 9.4 4.5% 4 -3.6 pp -4.1 pp -5.5 pp +4.5 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 9.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 8.9 1.5% 4 -0.0 pp -0.1 pp -0.2 pp +1.5 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 8.7 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 8.5 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆MA Private Wealth CIK 0001767474 0.750 88 8.5 1.4% 4 -1.6 pp -1.6 pp -1.5 pp +1.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 8.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 8.4 1.0% 4 -0.1 pp -0.1 pp -0.2 pp +1.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 8.3 0.5% 4 -0.0 pp -0.0 pp +0.1 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.2 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 7.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 7.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 7.2 2.1% 3 -0.3 pp -0.3 pp +2.1 pp +2.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 7.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 7.0 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 6.9 1.7% 2 -0.6 pp +1.7 pp +1.7 pp +1.7 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 6.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 6.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 6.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 6.4 0.1% 4 -1.9 pp -2.0 pp -2.0 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 6.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 6.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 6.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 5.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 5.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.599 155 5.6 4.2% 4 -0.1 pp -0.2 pp -0.5 pp +4.2 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 5.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 5.6 1.8% 4 -1.4 pp -0.1 pp +1.2 pp +1.8 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 5.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 5.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.4 0.0% 4 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 4.8 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 4.7 0.7% 4 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 4.6 1.5% 4 -0.2 pp -0.2 pp -0.1 pp +1.5 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 4.6 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 4.5 1.9% 4 -0.0 pp +0.0 pp +0.0 pp +1.9 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 4.4 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 4.3 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 4.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.9 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
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆David Kennon Inc CIK 0001954126 0.575 45 3.9 1.4% 4 +0.3 pp +0.3 pp +0.4 pp +1.4 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 3.8 2.3% 4 -0.2 pp -0.2 pp -0.2 pp +2.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 3.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 3.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 3.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 3.3 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 3.3 0.2% 2 -0.0 pp +0.2 pp -0.0 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 3.2 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
☆Independent Wealth Advisors LLC CIK 0002136099 0.284 77 3.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 3.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 3.1 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 3.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 2.9 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 2.9 0.8% 4 -0.2 pp -0.2 pp -0.4 pp +0.8 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 2.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 2.8 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.8 0.0% 4 -0.2 pp -0.0 pp -0.0 pp +0.0 pp
☆HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.624 73 2.8 1.7% 4 +0.2 pp +0.1 pp +0.1 pp +1.7 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 2.5 2.7% 4 -0.1 pp -0.0 pp +0.1 pp +2.7 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 2.5 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 2.4 1.2% 4 +0.1 pp -0.0 pp -0.0 pp +1.2 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 2.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 2.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 2.1 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 2.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 4 -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% 4 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 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 0.0 0.0% 4 -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% 3 -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% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 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% 3 -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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 3 -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 +0.0 pp +0.0 pp -20.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.0 0.0% 0 -0.9 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
☆FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 0 -1.8 pp -1.8 pp -0.9 pp +0.0 pp
☆CONNING INC. CIK 0000801051 0.496 327 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 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
☆Busey Bank CIK 0001427202 0.741 388 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -2.3 pp -1.0 pp -2.4 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.8 pp -0.4 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.0 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
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 +0.0 pp -2.8 pp -2.8 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 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
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆St. Johns Investment Management Company, LLC CIK 0001605522 0.438 201 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 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
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp -0.1 pp -0.4 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 0.0 0.0% 0 +0.0 pp -2.0 pp -2.0 pp +0.0 pp
☆Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 -0.5 pp -0.3 pp +0.0 pp +0.0 pp
☆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
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.703 33 0.0 0.0% 0 -2.1 pp -2.1 pp -6.6 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 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
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 -0.0 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
☆Brown Financial Advisory CIK 0001843853 0.850 49 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 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
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.7 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 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 +0.0 pp +0.0 pp -0.1 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
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 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 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
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 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
☆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
☆Gibson Capital, LLC CIK 0001427372 0.911 94 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -6.4 pp -6.4 pp -6.3 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 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
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 +0.0 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 +0.0 pp +0.0 pp -0.2 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
☆COMERICA BANK CIK 0000901541 0.812 3711 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 (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