Signals

← Signals

☆MGC

630 in-universe funds with a nonzero position in MGC within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#609
Score / z0.267 / 0.30
Consensus179.30 over 326 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 922.1 0.2% 5 +0.0 pp -0.2 pp +0.1 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 418.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 199.9 1.4% 5 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 172.5 1.3% 3 -0.0 pp -0.0 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 161.2 0.0% 7 +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 156.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 138.8 5.1% 5 +0.2 pp -0.2 pp -0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 125.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 122.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 120.7 5.2% 4 +0.1 pp -0.4 pp -1.4 pp +5.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 118.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 112.0 0.5% 5 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 99.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 94.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 81.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 78.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 59.4 12.6% 5 +0.4 pp -0.1 pp -0.4 pp -0.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 57.9 0.8% 5 -0.0 pp -0.4 pp -0.7 pp -1.2 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 55.1 4.7% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 52.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 48.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 47.4 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 46.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 45.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 43.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 41.0 3.6% 5 +0.7 pp +0.6 pp +0.5 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 40.5 0.3% 7 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 40.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 39.7 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 38.1 2.6% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 36.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 33.8 0.9% 5 +0.0 pp -0.4 pp -0.4 pp -0.3 pp
☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 29.7 15.0% 1 +15.0 pp +15.0 pp +15.0 pp +15.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 28.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 28.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 27.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 26.7 0.4% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 25.9 4.5% 5 +0.1 pp -0.0 pp -0.2 pp -0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 19.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 19.1 5.1% 5 +0.1 pp -0.2 pp -0.3 pp -0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 18.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 18.4 1.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 18.1 1.0% 5 +0.0 pp +0.0 pp +0.3 pp +0.6 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 18.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 17.0 5.8% 5 +0.6 pp +0.8 pp +1.0 pp +1.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 16.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 16.7 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 16.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 16.2 0.3% 5 -0.0 pp -0.0 pp -0.3 pp -0.4 pp
☆Capital Advantage, Inc. CIK 0001628896 0.496 150 16.1 2.0% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 15.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 15.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 14.0 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 13.8 3.4% 3 +0.2 pp +0.0 pp +3.4 pp +3.4 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 13.2 3.3% 5 +0.2 pp +0.2 pp +0.3 pp +0.1 pp
☆STEPH & CO CIK 0000941519 0.731 283 12.4 3.1% 5 +0.2 pp +0.4 pp +0.4 pp +0.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 12.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 12.3 1.5% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 11.2 2.8% 5 -1.7 pp -5.3 pp -5.7 pp -7.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 11.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 10.9 6.1% 5 +0.1 pp +0.0 pp +0.2 pp +2.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 10.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 10.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 10.1 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 10.0 1.5% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 9.7 1.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 9.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 9.1 0.1% 5 +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 8.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 8.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 8.3 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 8.1 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 7.7 1.7% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 7.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 7.5 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 7.4 1.3% 3 -0.4 pp -1.0 pp +1.3 pp +1.3 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 7.1 1.7% 4 -0.3 pp -0.6 pp -0.7 pp +1.7 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 7.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MA Private Wealth CIK 0001767474 0.750 88 6.9 1.0% 5 -0.4 pp -2.0 pp -2.0 pp -1.9 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 6.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 6.7 1.0% 4 -0.3 pp -0.4 pp -0.4 pp +1.0 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.599 155 6.5 4.4% 5 +0.1 pp +0.0 pp -0.1 pp -0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 6.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 6.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 6.3 0.8% 5 +0.1 pp +0.2 pp +0.4 pp +0.8 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 6.2 1.9% 5 +0.1 pp -1.3 pp -0.0 pp +1.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 6.1 2.1% 5 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.0 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 5.5 0.6% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 5.1 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 4.9 1.4% 5 -0.1 pp -0.3 pp -0.3 pp -0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 4.8 0.4% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆David Kennon Inc CIK 0001954126 0.575 45 4.4 1.5% 5 +0.1 pp +0.4 pp +0.4 pp +0.5 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 4.3 2.2% 5 -0.0 pp -0.2 pp -0.3 pp -0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 4.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 4.0 3.2% 2 -0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 4.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 3.9 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 3.8 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 3.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 3.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 3.7 1.2% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Independent Wealth Advisors LLC CIK 0002136099 0.284 77 3.7 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 3.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 3.3 0.7% 5 -0.0 pp -0.2 pp -0.2 pp -0.4 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 3.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.3 0.0% 5 -0.0 pp -0.2 pp -0.0 pp -0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 3.3 0.6% 5 -1.5 pp -1.8 pp -1.1 pp -2.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 3.3 0.2% 5 +0.1 pp -0.2 pp -0.1 pp -0.0 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 3.2 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.624 73 3.2 1.6% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 3.1 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆SFM, LLC CIK 0002064225 0.427 69 3.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 3.0 0.0% 5 -0.1 pp -2.0 pp -2.0 pp -2.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 2.9 0.3% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 2.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 2.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 2.7 1.3% 5 +0.1 pp +0.1 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 2.6 0.0% 5 +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 2.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 2.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 2.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 2.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 2.4 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.515 299 2.4 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Indivisible Partners CIK 0002098400 0.368 637 1.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆MKT Advisors LLC CIK 0001906802 0.645 155 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.2 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp -2.3 pp -1.0 pp -2.4 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 0.0 0.0% 0 -0.5 pp -0.4 pp -0.5 pp -0.5 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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