Signals

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☆QGRW

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

Flow ranking

Rank#942
Score / z0.098 / 0.11
Consensus37.31 over 67 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+96% / 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
–
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 ▾
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 197.0 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 178.4 16.1% 1 +16.1 pp +16.1 pp +16.1 pp +16.1 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 138.2 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 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 116.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 107.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 107.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 64.8 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 48.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 33.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 20.6 4.2% 3 +0.6 pp -0.2 pp +4.2 pp +4.2 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 19.3 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 18.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 15.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 14.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 14.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 13.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 11.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 10.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆tru Independence LLC CIK 0001785445 0.641 108 9.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Oxinas Partners, LLC CIK 0001759320 0.300 149 8.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 3.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 3.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.7 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 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 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 QGRW). Qtrs Held counts distinct quarters this fund has actually held QGRW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QGRW position size. Δ columns are the percentage-point change in QGRW'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