Signals

UNG

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

Flow ranking

Rank#23096
Score / z0.000 / -0.02
Consensus39.65 over 64 funds
Momentumnot computed

Price & positioning

224 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
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 11.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.7 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 3.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.2 0.0% 3 -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 2.8 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 2.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.9 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Clare Market Investments LLC CIK 0002054098 0.513 173 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AmeriServ Wealth Advisors CIK 0001102062 0.598 54 0.7 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.6 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 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
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vanguard Capital Wealth Advisors CIK 0001730578 0.118 132 0.3 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.2 0.0% 2 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centric Wealth Management CIK 0001752761 0.252 209 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Axiom Investment Management LLC CIK 0001513703 0.093 528 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.1 0.0% 5 -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% 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% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 2 -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% 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% 7 -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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFS Advisors, LLC CIK 0001765617 0.782 220 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 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 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 5 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 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
Creative Planning CIK 0001540235 0.979 4196 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
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 5 -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
BAYBAN CIK 0002110649 0.250 595 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 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
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 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
Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Guild Investment Management, Inc. CIK 0001317802 0.230 59 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 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 -0.1 pp +0.0 pp
Wakefield Asset Management LLLP CIK 0001600435 0.128 225 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 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 +0.0 pp -0.1 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 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
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bramshill Investments, LLC CIK 0001619899 0.794 157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 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 -0.1 pp -0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 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 -0.1 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 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
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Corigliano Investment Advisers, LLC CIK 0002031771 0.014 37 0.0 0.0% 0 +0.0 pp +0.0 pp -3.3 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.0 0.0% 0 -0.0 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
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 0 +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 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
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 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
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
Bard Financial Services, Inc. CIK 0001850858 0.569 212 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
COOPER INVESTORS PTY LTD CIK 0001561728 0.068 39 0.0 0.0% 0 -0.2 pp -0.1 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
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
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Avenir Tech Ltd CIK 0002029708 0.803 31 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 UNG). Qtrs Held counts distinct quarters this fund has actually held UNG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UNG position size. Δ columns are the percentage-point change in UNG'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