Signals

← Signals

☆QGRW

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

Flow ranking

Rank#743
Score / z0.179 / 0.20
Consensus70.79 over 129 funds
Momentum-0.09 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-4%
Short interest+63% / 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 319.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 299.8 7.6% 5 +0.4 pp -0.5 pp -0.5 pp -0.8 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 207.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 163.6 13.9% 5 +2.2 pp +1.7 pp +1.7 pp +0.9 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 141.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 76.6 1.1% 4 +0.2 pp +0.4 pp +1.1 pp +1.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 73.5 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 70.9 4.7% 5 +0.2 pp -0.2 pp -0.6 pp -0.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 60.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 45.0 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 36.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 35.7 0.0% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 34.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 31.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 28.8 15.9% 5 +1.4 pp -0.2 pp +1.5 pp +1.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 28.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quattro Advisors LLC CIK 0002111158 0.489 58 24.0 16.0% 2 +3.7 pp +16.0 pp +16.0 pp +16.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 23.8 4.3% 7 +0.6 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 23.6 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 22.8 3.5% 5 +0.4 pp +0.4 pp +0.3 pp -0.4 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 22.2 2.7% 5 +0.2 pp +0.0 pp -0.0 pp -0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 19.9 0.6% 5 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 19.7 5.8% 5 +0.8 pp +0.6 pp +1.0 pp +1.4 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 18.1 0.6% 5 +0.1 pp +0.0 pp -0.3 pp -0.6 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 17.0 4.6% 4 +0.6 pp +0.1 pp +0.0 pp +4.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 16.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 15.7 0.7% 4 +0.2 pp +0.2 pp +0.4 pp +0.7 pp
☆RESOLUTE CAPITAL, LLC CIK 0002069920 0.656 72 14.0 4.8% 2 -0.4 pp +4.8 pp +4.8 pp +4.8 pp
☆GLR Partners, LLC CIK 0002134831 0.349 111 13.6 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆tru Independence LLC CIK 0001785445 0.641 108 12.9 5.7% 5 +0.4 pp +2.9 pp +3.0 pp +3.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 12.8 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oxinas Partners, LLC CIK 0001759320 0.300 149 12.6 5.0% 5 +0.4 pp +0.0 pp -0.3 pp +0.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 12.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 10.7 2.5% 2 +1.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 9.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 8.7 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Vericrest Private Wealth CIK 0001912300 0.443 44 8.4 7.5% 2 +2.2 pp +7.5 pp +7.5 pp +7.5 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 6.3 0.7% 5 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 5.2 0.7% 4 +0.4 pp +0.4 pp +0.6 pp +0.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 4.8 0.3% 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 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 4.5 0.9% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 4.2 0.2% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 4.1 0.7% 3 +0.2 pp +0.4 pp +0.7 pp +0.7 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 3.9 0.4% 5 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 3.4 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 3.3 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 2.9 1.7% 2 +0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.6 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 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 2.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.1 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 2.0 1.2% 5 +0.2 pp +0.1 pp +0.2 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.9 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 1.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.6 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 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.2 0.0% 5 -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 1.1 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 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 1.0 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.9 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthPoint Financial, LLC CIK 0002040860 0.147 126 0.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.6 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.6 0.1% 3 +0.0 pp -4.6 pp +0.1 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.6 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 0.6 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisors, LLC CIK 0001720969 0.552 337 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 4 +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
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.2 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.2 0.0% 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 0.1 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.670 542 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.1 0.0% 5 +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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 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% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 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
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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% 5 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +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% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 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
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 4 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.413 2359 0.0 0.0% 2 +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
☆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
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 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
☆CWM, LLC CIK 0001535847 0.788 5645 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
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 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
☆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
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.0 0.0% 0 -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% 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 +0.0 pp -0.6 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
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.4 pp -1.8 pp -1.7 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
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -16.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 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
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 0.0 0.0% 0 -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% 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
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.0 0.0% 0 -0.1 pp -2.4 pp -2.4 pp -2.3 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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 -0.2 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.727 1568 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 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 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 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
☆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
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 (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