Signals

← Signals

☆MGV

477 in-universe funds with a nonzero position in MGV within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#546
Score / z0.308 / 0.38
Consensus184.25 over 349 funds
Momentumno 12m return

Price & positioning

250 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 ▾
☆ASSETMARK, INC CIK 0001344551 0.900 3558 1,991.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 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 575.3 0.0% 2 -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 401.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 228.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 221.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 173.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 160.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 128.4 0.0% 1 +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 125.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 124.9 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 115.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 112.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 92.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 83.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 80.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 78.7 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 66.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 62.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 47.6 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 42.8 0.2% 1 +0.2 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 41.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 41.5 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 41.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 37.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 31.1 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Apriem Advisors CIK 0001425165 0.679 182 29.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 27.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 27.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 26.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 26.7 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆Capital Advantage, Inc. CIK 0001628896 0.496 150 26.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 25.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Zeit Capital LLC CIK 0001808163 0.744 52 25.1 17.9% 1 +17.9 pp +17.9 pp +17.9 pp +17.9 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 23.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 22.3 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 22.1 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 22.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 21.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 21.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 21.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 19.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 19.3 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 19.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 18.5 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 17.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 17.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 17.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 17.4 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 16.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 16.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 15.9 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 15.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 15.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 15.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 14.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 14.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 14.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 14.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 13.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 13.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Select Asset Management & Trust CIK 0001600636 0.786 79 13.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 13.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 13.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 13.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 11.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 11.6 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 11.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 11.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 10.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 10.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 10.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 9.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 9.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 9.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 9.1 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pachira Investments Inc. CIK 0001563634 0.485 78 8.4 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 8.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 7.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 7.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 7.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 7.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 6.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 6.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 6.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 6.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 6.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 6.2 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 6.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.513 75 5.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 5.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Resolute Advisors LLC CIK 0001800217 0.229 81 5.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 5.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 5.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 4.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 4.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Avant Capital LLC CIK 0001653443 0.368 86 4.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 4.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 4.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 4.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boyd Wealth Management, LLC CIK 0001846114 0.522 47 3.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.645 109 3.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 3.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 3.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 3.2 2.7% 2 +0.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 3.1 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 3.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 3.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 2.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 2.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.9 0.0% 1 +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 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 2.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 2.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 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 MGV). Qtrs Held counts distinct quarters this fund has actually held MGV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MGV position size. Δ columns are the percentage-point change in MGV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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