Signals

CACC

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

Flow ranking

Rank#24984
Score / z-2.959 / -3.58
Consensus124.69 over 192 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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
Prescott General Partners LLC CIK 0001538653 0.967 10 915.0 46.8% 5 +2.2 pp +1.3 pp -0.1 pp -6.9 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 408.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 365.1 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
GOBI CAPITAL LLC CIK 0001698060 0.952 10 228.0 11.6% 5 +2.7 pp +3.7 pp +3.4 pp +1.7 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 194.8 3.8% 5 +1.1 pp +1.3 pp +0.9 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 165.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 151.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 143.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 136.1 0.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 132.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smead Capital Management, Inc. CIK 0001427008 0.817 32 126.6 2.7% 5 +0.8 pp +1.0 pp +0.9 pp +0.5 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 112.7 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 107.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 103.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 97.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 75.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RV Capital AG CIK 0001766596 0.898 13 68.9 18.0% 5 +4.2 pp +4.5 pp +6.9 pp +5.8 pp
GOODNOW INVESTMENT GROUP, LLC CIK 0001362255 0.658 23 67.6 7.0% 5 +1.6 pp +2.2 pp +1.7 pp +0.6 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 66.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 63.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 58.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Alfreton Capital LLP CIK 0001873435 0.709 6 57.3 14.4% 5 -1.4 pp -9.9 pp -11.9 pp -13.2 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 55.8 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMITH THOMAS W CIK 0000926688 0.684 5 52.9 47.0% 2 +7.3 pp +47.0 pp +47.0 pp +47.0 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 47.7 0.3% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 43.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 38.1 0.1% 5 +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 34.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KIZE CAPITAL LP CIK 0001798860 0.648 5 30.1 38.7% 5 +8.6 pp +3.0 pp +2.4 pp +4.2 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 28.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Twin Lions Management LLC CIK 0002055318 0.555 9 22.7 17.8% 5 -7.1 pp -7.3 pp -5.2 pp -5.1 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 22.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 22.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 20.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 19.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 19.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 19.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 18.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 17.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 17.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 15.7 0.4% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 14.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 13.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 12.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 11.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 10.7 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.3 0.0% 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 8.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Greenline Partners, LLC CIK 0001697323 0.573 149 8.6 0.9% 5 +0.3 pp +0.2 pp +0.1 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 7.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 7.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 7.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 6.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 5.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 5.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 5.3 0.8% 7 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hyperion Capital Advisors LP CIK 0001794499 0.314 67 4.6 2.1% 5 -0.8 pp -1.5 pp -2.6 pp -4.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 4.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 3.8 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Paralel Advisors LLC CIK 0001895911 0.889 126 3.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ruane, Cunniff & Goldfarb L.P. CIK 0001720792 0.887 54 3.4 0.1% 5 -1.0 pp -3.7 pp -4.4 pp -5.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 3.1 0.0% 5 +0.0 pp -0.5 pp -0.6 pp -0.7 pp
Numerai GP LLC CIK 0001668527 0.018 710 3.0 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 2.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PDT Partners, LLC CIK 0001564702 0.042 489 1.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Citadel Investment Advisory, Inc. CIK 0001811907 0.640 76 1.6 0.7% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 1.6 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 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.5 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 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 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ERn Financial, LLC CIK 0001768302 0.529 161 1.3 0.2% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 1.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 1.3 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 1.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 1.2 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 1.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AXQ CAPITAL, LP CIK 0001916908 0.003 960 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 1.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 1.0 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Diversified Trust Co CIK 0001479844 0.817 1115 0.8 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 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CORSAIR CAPITAL MANAGEMENT, L.P. CIK 0001276470 0.632 164 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.7 0.0% 1 +0.0 pp -0.1 pp +0.0 pp -0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 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% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Advocates, LLC CIK 0002111697 0.056 188 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.6 0.0% 7 +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 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FORA Capital, LLC CIK 0001742435 0.008 345 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 0.4 0.0% 1 +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 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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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 CACC). Qtrs Held counts distinct quarters this fund has actually held CACC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CACC position size. Δ columns are the percentage-point change in CACC'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