Signals

← Signals

☆NVG

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

Flow ranking

Rank#24243
Score / z-0.065 / -0.10
Consensus99.01 over 194 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 ▾
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 40.0 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 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 34.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 28.3 0.8% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 19.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 18.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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 18.1 0.0% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 17.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 13.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 13.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Artesa Financial Group, LLC CIK 0002109808 0.357 62 13.4 11.4% 2 -1.7 pp +11.4 pp +11.4 pp +11.4 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 8.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 7.9 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Congress Park Capital LLC CIK 0001730945 0.380 134 7.7 2.1% 5 -0.1 pp -0.1 pp +0.1 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 6.3 0.8% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Left Brain Wealth Management, LLC CIK 0001957370 0.063 99 5.3 1.6% 5 -0.6 pp +1.3 pp +1.4 pp +1.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 4.7 0.6% 4 -0.1 pp -0.1 pp -0.3 pp +0.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Palogic Value Management, L.P. CIK 0001532943 0.148 181 3.7 1.3% 5 -0.2 pp -0.2 pp +0.0 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 2.6 1.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.5 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 2.3 1.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.331 146 1.9 0.7% 5 -0.1 pp -0.1 pp -0.3 pp -0.6 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 1.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.8 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.6 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 1.6 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 1.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealth Advisors of Tampa Bay, LLC CIK 0001715228 0.330 94 1.4 0.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Worthington Financial Partners, LLC CIK 0002111427 0.103 99 1.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 1.2 0.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 1.2 0.5% 5 -0.2 pp -0.1 pp +0.0 pp +0.1 pp
☆Smith Asset Management Co., LLC CIK 0002068217 0.252 70 1.1 0.9% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.0 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 1.0 0.6% 5 +0.2 pp +0.0 pp +0.0 pp +0.2 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kercheville Advisors, LLC CIK 0001890748 0.215 108 0.8 0.2% 5 -0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.7 0.1% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rinkey Investments CIK 0001730774 0.601 128 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Mathes Company, Inc. CIK 0001389223 0.419 129 0.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Broyhill Asset Management, LLC CIK 0001966057 0.176 77 0.6 0.5% 5 -0.0 pp -0.4 pp -0.4 pp -1.2 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 0.522 180 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 0.5 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 0.5 0.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 0.4 0.0% 5 -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 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.4 0.0% 5 -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 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆David J Yvars Group CIK 0001836266 0.505 105 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.454 129 0.4 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.4 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Closed-End Fund Advisors, Inc. CIK 0002103520 0.106 163 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RAMSEY QUANTITATIVE SYSTEMS CIK 0001132897 0.652 60 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Alpine Global Management, LLC CIK 0001581655 0.035 232 0.3 0.0% 4 -0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gridiron Partners, LLC CIK 0001910867 0.663 51 0.3 0.1% 5 -1.1 pp -1.6 pp -1.5 pp -1.6 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPITAL & PLANNING, LLC CIK 0002053750 0.593 45 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MACKAY SHIELDS LLC CIK 0000061227 0.318 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.9 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Westchester Capital Management, LLC CIK 0001512805 0.333 300 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Daytona Street Capital LLC CIK 0002101936 0.079 277 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 0.0 0.0% 0 +0.0 pp -0.2 pp -1.6 pp -2.4 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atala Financial Inc CIK 0002053756 0.240 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆ROBINSON CAPITAL MANAGEMENT, LLC CIK 0001599795 0.285 100 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp -2.2 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 NVG). Qtrs Held counts distinct quarters this fund has actually held NVG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NVG position size. Δ columns are the percentage-point change in NVG'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