Signals

← Signals

☆QGRO

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

Flow ranking

Rank#525
Score / z0.350 / 0.40
Consensus65.20 over 120 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)
–
Fund Positions
–
Quarters Held
–

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 255.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 135.3 3.6% 5 +0.4 pp +0.6 pp +0.8 pp +1.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 122.6 1.9% 5 -0.2 pp -0.3 pp -0.3 pp -0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 108.7 0.0% 6 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 72.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 60.8 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 54.3 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 43.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 43.7 8.6% 5 +0.2 pp -0.4 pp +2.6 pp +3.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 42.8 1.8% 5 +0.1 pp +0.1 pp -0.2 pp -1.2 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 37.4 3.5% 7 +0.0 pp -0.2 pp -0.3 pp -0.9 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 36.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sherrill & Hutchins Financial Advisory, Inc CIK 0002005607 0.794 20 36.1 17.2% 2 +0.6 pp +17.2 pp +17.2 pp +17.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 33.3 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 29.6 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 24.9 0.1% 5 +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 21.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 19.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 18.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 15.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 15.7 3.1% 5 -0.1 pp -0.4 pp -0.5 pp -0.5 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 13.7 4.2% 2 +0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 13.7 1.6% 5 +0.0 pp +0.4 pp +0.5 pp +0.6 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 11.9 1.1% 5 -0.5 pp -0.5 pp -0.5 pp +0.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 10.6 3.9% 7 +0.0 pp -0.2 pp -0.3 pp -0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 10.4 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 10.1 6.0% 5 +0.2 pp -0.4 pp -0.4 pp -0.6 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 9.9 3.6% 5 +0.2 pp -2.3 pp -2.6 pp -2.7 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 9.7 0.1% 1 +0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 9.4 5.5% 2 -0.2 pp +5.5 pp +5.5 pp +5.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 7.9 0.2% 5 +0.1 pp +0.1 pp -0.4 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 7.3 3.6% 2 +0.4 pp +3.6 pp +3.6 pp +3.6 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.3 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 6.9 1.2% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 6.9 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 5.5 3.4% 5 +0.1 pp +0.6 pp -0.1 pp -1.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 4.7 0.2% 6 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 4.4 0.7% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.2 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 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 3.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 3.7 0.2% 1 +0.2 pp -0.0 pp -0.0 pp -0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 3.2 0.5% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 3.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 3.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANE BROTHERS & CO INC CIK 0001177416 0.353 95 3.1 2.0% 2 -3.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 3.0 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 2.8 0.9% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 2.5 0.4% 3 +0.3 pp -0.1 pp +0.4 pp +0.4 pp
☆WT Wealth Management CIK 0001780507 0.246 138 2.4 0.7% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 2.3 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆BLUEDOOR PRIVATE WEALTH, LLC CIK 0002110994 0.261 160 2.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 2.2 0.5% 4 -0.4 pp -0.8 pp -0.9 pp +0.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 2.0 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 2.0 0.7% 5 -0.1 pp -0.2 pp -0.9 pp -1.1 pp
☆Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.8 0.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KWB Wealth CIK 0001822236 0.452 169 1.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.7 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 1.7 2.4% 3 +0.4 pp +0.3 pp +2.4 pp +2.4 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 1.4 0.7% 5 -1.8 pp -2.1 pp -2.1 pp -1.4 pp
☆SECURITY NATIONAL BANK OF SO DAK CIK 0001105909 0.185 287 1.3 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Indivisible Partners CIK 0002098400 0.368 637 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 1.1 0.8% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 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% 5 +0.0 pp -0.0 pp -0.0 pp -0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 0.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.7 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 0.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.6 0.2% 5 -0.0 pp -0.4 pp -0.1 pp -0.4 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Squared Financial LLC CIK 0002128691 0.347 87 0.6 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 0.6 0.3% 4 +0.1 pp +0.0 pp +0.1 pp +0.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 0.5 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.5 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.5 0.1% 4 -0.2 pp -0.2 pp -0.4 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.5 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Third View Private Wealth, LLC CIK 0002083406 0.418 288 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.4 0.2% 2 -0.9 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.4 0.0% 5 -0.4 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 0.4 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.4 0.0% 6 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.4 0.1% 5 -0.5 pp -0.6 pp -1.1 pp -1.3 pp
☆Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 0.4 0.2% 5 -9.5 pp -9.3 pp -9.3 pp -9.7 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.4 0.0% 5 -1.0 pp -1.4 pp -1.6 pp -1.6 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aspire Growth Partners LLC CIK 0002055568 0.351 128 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.3 0.0% 5 -0.0 pp -0.5 pp -0.5 pp -0.4 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 0.3 0.1% 5 -0.0 pp -5.1 pp -5.4 pp -5.4 pp
☆CVFG LLC CIK 0002050974 0.313 250 0.3 0.0% 1 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 5 -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 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.2 0.0% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 0.2 0.1% 1 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.2 0.1% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.2 0.0% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nvest Wealth Strategies, Inc. CIK 0002106942 0.725 351 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 +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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 5 -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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 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% 5 -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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 0.0 0.0% 1 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.4 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 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 -0.2 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
☆Access Investment Management LLC CIK 0002010477 0.311 144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -3.6 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 0 -0.0 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
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.3 pp
☆Exchange Bank CIK 0002001155 0.178 130 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 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
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Garton & Associates Financial Advisors LLC CIK 0002109857 0.000 24 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 0 -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
☆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
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 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
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 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
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 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
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 +0.0 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
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 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
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 +0.0 pp -0.2 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
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Equity Management CIK 0001843578 0.305 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 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
☆Mariner, LLC CIK 0001373442 0.925 3517 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
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.0 0.0% 0 +0.0 pp -4.7 pp -7.4 pp -6.7 pp
☆Legacy CG, LLC CIK 0001904825 0.297 45 0.0 0.0% 0 -0.5 pp -0.7 pp -0.8 pp -0.8 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 0.0 0.0% 0 +0.0 pp -2.6 pp -2.2 pp -2.2 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
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 (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