Signals

RPG

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

Flow ranking

Rank#21648
Score / z0.000 / -0.02
Consensus127.40 over 221 funds
Momentumnot computed

Price & positioning

226 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)
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 98.7 0.0% 5 +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 87.2 0.0% 7 +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 57.0 0.0% 6 +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 55.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 44.2 5.7% 5 +0.8 pp +0.9 pp +0.5 pp +0.2 pp
Financial Security Advisor, Inc. CIK 0001997602 0.682 161 42.7 6.9% 5 +1.1 pp +0.7 pp -0.1 pp -0.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 34.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 31.9 3.1% 5 +0.0 pp +1.4 pp -0.6 pp -1.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 29.6 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 26.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 22.1 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 20.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 19.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 18.8 0.3% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 17.9 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 16.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 13.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 13.1 1.2% 5 +0.2 pp +0.2 pp +0.1 pp -0.0 pp
Trinity Wealth Management, LLC CIK 0001685364 0.398 74 10.8 3.4% 2 +1.0 pp +3.4 pp +0.9 pp +0.8 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 10.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Auxano Advisors, LLC CIK 0001811491 0.545 207 8.8 1.7% 5 +0.4 pp +0.3 pp +0.2 pp -0.3 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.6 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 8.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 8.3 4.9% 2 +3.9 pp +4.9 pp +4.9 pp +4.9 pp
SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 7.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 7.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 6.5 1.3% 5 +0.2 pp +0.2 pp +0.1 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 6.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp -1.7 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 5.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp -0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 5.0 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wealth Group Ltd CIK 0002010748 0.858 95 4.9 0.9% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 4.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 4.3 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guardian Capital, LLC CIK 0002083963 0.172 79 3.9 3.2% 2 -0.5 pp +3.2 pp +3.2 pp +3.2 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 3.9 1.1% 5 +0.2 pp +0.2 pp +0.0 pp -0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 3.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.8 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 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 3.6 1.8% 5 +0.4 pp +0.2 pp +0.2 pp +0.1 pp
Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 3.5 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Gimbal Financial CIK 0001835206 0.000 54 3.5 2.2% 1 +2.2 pp +2.2 pp -8.0 pp +2.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.3 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 3.3 0.1% 4 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XML Financial, LLC CIK 0001800465 0.420 447 3.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 3.1 0.6% 5 +0.1 pp -0.2 pp -0.6 pp -1.6 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 2.9 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 2.6 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 2.6 0.5% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.5 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.5 0.1% 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 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 2.3 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 2.2 0.6% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 2.0 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 1.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nvest Financial, LLC CIK 0001915315 0.259 150 1.9 0.6% 5 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 1.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Trust CIK 0001905128 0.729 334 1.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 1.5 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.5 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 1.5 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 1.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 1.3 0.3% 5 +0.0 pp +0.2 pp +0.1 pp -0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 1.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.1 0.0% 6 +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 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 1.1 0.5% 4 +0.1 pp +0.0 pp -0.0 pp +0.5 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 1.1 0.2% 1 +0.2 pp +0.2 pp -0.0 pp -0.1 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.0 0.0% 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 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STEINBERGANNA WEALTH MANAGEMENT CIK 0002089528 0.472 139 1.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altium Investment Strategies LLC CIK 0002131949 0.300 20 1.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.9 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.8 0.1% 2 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILLNER & HELLER, LLC CIK 0001927796 0.169 165 0.8 0.5% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 0.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bawa N Mallick Trust CIK 0002040013 0.643 78 0.6 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Valley Brook Capital Group, Inc. CIK 0001851418 0.225 120 0.6 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +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% 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
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
G&S Capital LLC CIK 0001731448 0.138 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 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
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
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
BURNEY CO/ CIK 0000940445 0.713 605 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TRUE Private Wealth Advisors CIK 0001667074 0.345 283 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 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
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Shakespeare Wealth Management, LLC CIK 0001658509 0.453 79 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.8 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -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% 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
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Capital Developers, LLC CIK 0002105385 0.523 52 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 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 RPG). Qtrs Held counts distinct quarters this fund has actually held RPG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RPG position size. Δ columns are the percentage-point change in RPG'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