Signals

← Signals

☆QGRW

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

Flow ranking

Rank#1209
Score / z0.046 / 0.02
Consensus65.35 over 116 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 231.4 7.2% 4 -1.0 pp -1.0 pp -1.2 pp +7.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 189.6 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 184.4 0.0% 4 +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 151.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 134.1 11.7% 4 -0.5 pp -0.6 pp -1.4 pp +11.7 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 109.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 69.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 56.9 4.4% 4 -0.4 pp -0.8 pp -1.1 pp +4.4 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 54.6 0.9% 3 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 42.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 28.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 28.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 27.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 22.8 14.5% 4 -1.6 pp +0.2 pp -0.1 pp +14.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 20.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 19.2 3.8% 6 -0.5 pp -0.5 pp -0.4 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 19.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 18.0 3.0% 4 -0.0 pp -0.1 pp -0.8 pp +3.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 17.8 2.5% 4 -0.2 pp -0.3 pp -0.4 pp +2.5 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 15.8 5.0% 4 -0.2 pp +0.3 pp +0.6 pp +5.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 14.2 0.5% 4 -0.1 pp -0.4 pp -0.7 pp +0.5 pp
☆Quattro Advisors LLC CIK 0002111158 0.489 58 14.1 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆RESOLUTE CAPITAL, LLC CIK 0002069920 0.656 72 12.9 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 12.6 4.0% 3 -0.5 pp -0.5 pp +4.0 pp +4.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 11.0 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆tru Independence LLC CIK 0001785445 0.641 108 10.6 5.3% 4 +2.5 pp +2.6 pp +2.6 pp +5.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 10.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Oxinas Partners, LLC CIK 0001759320 0.299 149 9.9 4.5% 4 -0.4 pp -0.7 pp -0.0 pp +4.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 6.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Vericrest Private Wealth CIK 0001912300 0.443 44 5.9 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 5.8 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.9 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 4.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 3.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 3.2 0.7% 4 -0.0 pp +0.0 pp +0.2 pp +0.7 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 3.2 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 2.9 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 2.6 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 2.6 0.8% 4 -0.1 pp -0.0 pp +0.0 pp +0.8 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 2.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 2.0 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 2.0 0.2% 2 +0.0 pp +0.2 pp +0.0 pp +0.2 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 1.5 1.0% 4 -0.1 pp +0.0 pp +0.3 pp +1.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.8 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 0.8 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 0.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPoint Financial, LLC CIK 0002040860 0.147 126 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.5 0.1% 2 -4.6 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.5 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 0.4 0.1% 4 -2.4 pp -2.3 pp -2.3 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.4 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisors, LLC CIK 0001720969 0.552 337 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.2 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 3 +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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 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 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EFG International AG CIK 0002109868 0.615 1088 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 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% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -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
☆WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 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
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 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
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp -16.1 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +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% 0 -0.4 pp -1.8 pp -1.7 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
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 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 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 (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