Signals

← Signals

☆QGRO

173 in-universe funds with a nonzero position in QGRO within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23685
Score / z-0.041 / -0.06
Consensus66.53 over 119 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+41% / 1.0d

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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 245.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 109.8 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 105.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 93.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 79.5 2.8% 2 +0.5 pp +2.8 pp +2.8 pp +2.8 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 73.7 7.4% 2 +0.7 pp +7.4 pp +7.4 pp +7.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 67.6 0.0% 2 +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 56.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 44.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 34.9 2.1% 2 -1.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 33.1 3.9% 4 -0.6 pp +1.3 pp +2.7 pp +3.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 30.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 29.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 29.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 24.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 22.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 20.6 6.0% 2 +0.4 pp +6.0 pp +6.0 pp +6.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 19.7 0.0% 2 -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 18.9 0.0% 2 +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 16.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 16.5 6.2% 2 -0.1 pp +6.2 pp +6.2 pp +6.2 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 16.1 5.5% 2 -0.0 pp +5.5 pp +5.5 pp +5.5 pp
☆Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 16.1 9.5% 2 -0.4 pp +9.5 pp +9.5 pp +9.5 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 15.7 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 14.7 1.6% 2 +1.4 pp +1.6 pp +1.6 pp +1.6 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 13.4 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 12.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 10.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 9.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 9.7 4.2% 4 +0.3 pp +0.8 pp +0.4 pp +4.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 9.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 9.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 9.3 6.4% 2 -0.2 pp +6.4 pp +6.4 pp +6.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 8.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 8.4 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 8.3 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 6.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 6.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 6.0 0.3% 3 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 5.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 5.2 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 4.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WIN ADVISORS, INC CIK 0001897144 0.000 75 4.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 4.1 3.4% 2 -0.9 pp +3.4 pp +3.4 pp +3.4 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 4.1 2.9% 2 +0.7 pp +2.9 pp +2.9 pp +2.9 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 3.7 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 3.4 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 3.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 3.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 2.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Legacy CG, LLC CIK 0001904825 0.297 45 2.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 2.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 2.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 2.0 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 1.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 1.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WT Wealth Management CIK 0001780507 0.246 138 1.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 1.3 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 1.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 1.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unified Investment Management CIK 0002054855 0.105 141 1.0 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.8 0.1% 2 -3.5 pp +0.1 pp +0.1 pp +0.1 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.8 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.7 0.0% 2 +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 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Squared Financial LLC CIK 0002128691 0.347 87 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.5 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Equity Management CIK 0001843578 0.305 65 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CVFG LLC CIK 0002050974 0.313 250 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 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 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.1 0.0% 2 -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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.1 0.0% 1 +0.0 pp +0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 2 +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
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 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
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 -0.1 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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Bank CIK 0002001155 0.178 130 0.0 0.0% 0 -0.2 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 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
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 -0.1 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 QGRO). Qtrs Held counts distinct quarters this fund has actually held QGRO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QGRO position size. Δ columns are the percentage-point change in QGRO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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