Signals

← Signals

☆MGV

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

Flow ranking

Rank#726
Score / z0.208 / 0.17
Consensus220.56 over 410 funds
Momentumno 12m return

Price & positioning

251 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 2,260.7 4.6% 4 +0.2 pp +0.1 pp -0.1 pp +4.6 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 672.5 0.0% 5 +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 444.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 330.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 250.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 193.8 1.4% 4 +0.0 pp +0.4 pp +0.5 pp +1.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 184.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 168.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 157.0 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 145.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 121.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 114.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 106.9 11.7% 4 +0.1 pp -0.1 pp -0.6 pp +11.7 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 106.3 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 105.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 100.6 0.1% 5 +0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 79.3 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 70.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 63.0 4.4% 4 +0.3 pp +0.4 pp +0.3 pp +4.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 55.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 55.0 10.5% 4 +0.7 pp +1.0 pp +0.9 pp +10.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 54.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 54.1 2.4% 3 +0.1 pp +0.4 pp +2.4 pp +2.4 pp
☆PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 53.3 4.4% 4 +0.3 pp +0.3 pp +0.2 pp +4.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 53.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 49.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Apriem Advisors CIK 0001425165 0.679 182 45.7 4.4% 4 +1.1 pp +1.1 pp +1.2 pp +4.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 42.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 42.2 0.6% 4 -0.1 pp -0.0 pp -0.1 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 38.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 32.0 10.7% 4 -0.0 pp +0.3 pp +0.2 pp +10.7 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 31.1 3.0% 4 +0.2 pp -0.1 pp -0.5 pp +3.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 30.9 1.1% 4 -0.1 pp -0.7 pp -1.3 pp +1.1 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 30.7 6.0% 4 +0.1 pp +0.0 pp -0.7 pp +6.0 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 29.9 12.6% 3 +0.4 pp +0.6 pp +12.6 pp +12.6 pp
☆Braeburn Wealth Management LLC CIK 0002111759 0.246 99 29.3 16.7% 1 +16.7 pp +16.7 pp +16.7 pp +16.7 pp
☆Capital Advantage, Inc. CIK 0001628896 0.496 150 28.7 3.7% 4 -0.0 pp -0.4 pp -0.4 pp +3.7 pp
☆Zeit Capital LLC CIK 0001808163 0.744 52 27.4 18.3% 4 +0.2 pp +0.5 pp +0.4 pp +18.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 26.6 0.1% 4 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 26.5 2.0% 4 +0.2 pp +0.1 pp +0.2 pp +2.0 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 25.6 6.7% 4 +0.3 pp +0.5 pp +0.5 pp +6.7 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 25.5 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 25.2 13.6% 4 -0.3 pp -1.6 pp +0.6 pp +13.6 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 23.0 3.1% 4 -0.3 pp -0.2 pp -0.2 pp +3.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 23.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 22.7 3.0% 4 +0.2 pp +0.4 pp +0.7 pp +3.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 22.2 2.2% 3 -0.1 pp +0.2 pp +2.2 pp +2.2 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 21.9 10.9% 4 +0.8 pp +0.8 pp -0.1 pp +10.9 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 21.6 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 21.6 11.4% 4 +1.0 pp +1.3 pp -0.6 pp +11.4 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 21.5 0.6% 4 -0.2 pp -0.1 pp -0.0 pp +0.6 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 21.3 5.0% 4 -0.4 pp -0.3 pp +0.1 pp +5.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 20.7 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆Select Asset Management & Trust CIK 0001600636 0.786 79 20.2 6.3% 4 +1.7 pp +1.9 pp +1.7 pp +6.3 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 19.8 1.7% 4 +0.1 pp +0.0 pp -0.3 pp +1.7 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 18.9 0.5% 1 +0.5 pp +0.5 pp -0.2 pp +0.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 18.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 17.7 3.7% 4 +0.1 pp +0.2 pp +0.2 pp +3.7 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 17.6 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 17.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pachira Investments Inc. CIK 0001563634 0.485 78 17.1 8.0% 4 +1.1 pp +2.2 pp +1.6 pp +8.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 16.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Retirement Management Systems Inc. CIK 0002110516 0.643 55 16.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 16.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 16.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 15.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 14.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 14.6 6.9% 4 +0.3 pp +0.5 pp +0.3 pp +6.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 14.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 14.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 13.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 13.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 13.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 12.8 0.5% 4 +0.0 pp +0.5 pp +0.4 pp +0.5 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 12.2 2.2% 4 -1.0 pp -1.2 pp -1.6 pp +2.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 11.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.477 68 11.6 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 11.5 1.6% 4 -0.0 pp -0.1 pp -0.2 pp +1.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 10.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.513 75 10.8 4.6% 1 +4.6 pp +4.6 pp +1.6 pp +4.6 pp
☆AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 10.5 7.2% 4 +1.7 pp +1.9 pp +1.8 pp +7.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 10.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 10.3 2.2% 4 -0.8 pp -1.2 pp -1.0 pp +2.2 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 10.3 3.4% 4 +0.9 pp +0.9 pp +0.9 pp +3.4 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 10.3 1.1% 4 +0.0 pp +0.0 pp +0.0 pp +1.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 10.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 9.9 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 9.7 1.1% 4 -0.1 pp -0.0 pp -0.3 pp +1.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 8.7 3.1% 4 +0.0 pp +0.9 pp +1.7 pp +3.1 pp
☆Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 8.5 5.9% 3 +0.1 pp +0.4 pp +5.9 pp +5.9 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 8.1 5.4% 4 +0.8 pp +1.1 pp +1.4 pp +5.4 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 7.6 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 7.2 2.7% 4 +0.3 pp +0.7 pp +0.8 pp +2.7 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 6.9 2.9% 4 +0.1 pp +0.3 pp -1.9 pp +2.9 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 6.4 3.3% 4 +0.2 pp +0.1 pp -0.2 pp +3.3 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 6.4 4.1% 4 +0.6 pp +0.8 pp +0.1 pp +4.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 6.3 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 6.2 1.9% 4 +0.2 pp -0.8 pp -1.0 pp +1.9 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 6.2 2.3% 3 +0.3 pp +0.3 pp +2.3 pp -0.1 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 6.1 3.2% 4 +0.7 pp +0.6 pp +0.4 pp +3.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 5.9 0.4% 4 +0.0 pp -0.2 pp -0.3 pp +0.4 pp
☆Resolute Advisors LLC CIK 0001800217 0.229 81 5.8 2.4% 4 +0.6 pp +1.0 pp +1.1 pp +2.4 pp
☆WAYSTONE ADVISORS LLC CIK 0002055997 0.250 110 5.8 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 5.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 5.4 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 5.4 2.7% 4 -0.1 pp -0.2 pp -1.6 pp +2.7 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 5.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 5.3 0.7% 4 +0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 5.1 2.5% 4 +0.4 pp -0.8 pp -3.1 pp +2.5 pp
☆Avant Capital LLC CIK 0001653443 0.368 86 5.1 3.6% 4 +0.1 pp +0.1 pp +0.0 pp +3.6 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 5.0 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 5.0 0.7% 3 -0.1 pp -0.3 pp +0.7 pp +0.7 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 4.9 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 4.8 2.8% 5 +0.3 pp +0.7 pp +0.5 pp +0.1 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 4.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.7 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 4.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 4.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Entelevest, LLC CIK 0002109595 0.254 112 4.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 4.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 4.4 1.6% 4 +0.0 pp +0.0 pp -0.0 pp +1.6 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 4.3 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 4.3 1.3% 4 +0.2 pp +0.4 pp +0.4 pp +1.3 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 4.3 3.2% 5 +0.1 pp +0.3 pp +0.5 pp +1.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Boyd Wealth Management, LLC CIK 0001846114 0.522 47 4.1 1.8% 4 +0.0 pp -0.0 pp +0.1 pp +1.8 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 4.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 4.1 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 4.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.645 109 4.1 1.4% 4 +0.0 pp +0.1 pp +0.1 pp +1.4 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 3.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 3.9 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 3.8 0.8% 4 +0.1 pp +0.0 pp -0.1 pp +0.8 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.7 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Brown Financial Advisory CIK 0001843853 0.850 49 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 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
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 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
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +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% 0 -0.0 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
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 +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
☆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
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 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 -1.5 pp -1.5 pp -1.5 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -5.0 pp -4.2 pp -4.1 pp +0.0 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 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 -8.9 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 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 (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