Signals

← Signals

☆CAIE

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

Flow ranking

Rank#1053
Score / z0.073 / 0.07
Consensus60.96 over 139 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)
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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 ▾
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 51.8 1.6% 4 +0.2 pp +0.7 pp +1.1 pp +1.6 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 35.2 11.5% 4 +2.7 pp +3.2 pp +3.3 pp +11.5 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 30.0 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth, LLC/TN CIK 0002135644 0.178 102 19.4 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆Menard Financial Group LLC CIK 0001803156 0.228 80 18.9 10.3% 2 +5.3 pp +10.3 pp +10.3 pp +10.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 16.6 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 15.3 0.8% 4 +0.2 pp +0.5 pp +0.6 pp +0.8 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 14.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 14.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 13.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 12.4 2.4% 4 +0.4 pp +1.0 pp +1.7 pp +2.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 11.0 3.7% 4 +0.7 pp +1.6 pp +2.1 pp +3.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Innovative Asset Advisors Group, LLC CIK 0002127147 0.091 287 10.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 9.5 0.9% 4 -0.1 pp -0.5 pp +0.4 pp +0.9 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 8.5 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 8.3 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 8.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 7.7 0.7% 4 +0.0 pp +0.2 pp +0.5 pp +0.7 pp
☆MATTERS CAPITAL LLC CIK 0002110838 0.153 75 7.5 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 7.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 6.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.8 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 4.1 1.6% 4 +0.0 pp -0.2 pp +0.4 pp +1.6 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 4.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 4.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 3.5 0.7% 4 +0.1 pp +0.0 pp +0.5 pp +0.7 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 3.4 0.7% 4 +0.1 pp +0.2 pp +0.2 pp +0.7 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 3.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 3.2 1.5% 4 -0.0 pp -0.0 pp -0.0 pp +1.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 3.2 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 3.2 1.4% 4 -0.4 pp -0.7 pp -0.2 pp +1.4 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 3.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 2.9 0.8% 3 +0.1 pp +0.3 pp +0.8 pp +0.8 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 2.7 1.7% 3 +0.9 pp +1.2 pp +1.7 pp +1.7 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 2.5 1.4% 4 +0.2 pp +0.4 pp +0.9 pp +1.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 2.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 2.4 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 2.2 0.5% 4 -0.0 pp -0.0 pp +0.3 pp +0.5 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 2.2 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 2.0 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆FFG Partners, LLC CIK 0002045972 0.070 41 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 1.9 0.5% 4 +0.1 pp -0.0 pp +0.1 pp +0.5 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Palacios Wealth Management, LLC CIK 0002053829 0.522 76 1.7 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.6 0.3% 4 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 1.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 1.3 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 1.2 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 1.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Haven Private, LLC CIK 0002053665 0.242 171 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 0.9 0.5% 4 -0.0 pp -0.0 pp +0.2 pp +0.5 pp
☆Commerce Advisors, LLC CIK 0001567247 0.122 128 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 0.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.7 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.7 0.0% 4 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULCRUM WEALTH ADVISORS, LLC CIK 0002108790 0.135 81 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 0.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 0.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Salus Financial Advisors, LLC CIK 0002056601 0.810 39 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Essential Investment Partners LLC CIK 2145170 0.138 312 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Office Research LLC CIK 0002041267 0.652 85 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 0.2 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 0.2 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 0.2 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 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 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
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 2 -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
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 2 -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
☆Acumen Wealth Advisors, LLC CIK 0001939202 0.059 493 0.0 0.0% 1 +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
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 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 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -1.1 pp -0.6 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp +0.0 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneca House Advisors CIK 0001731359 0.316 103 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.0 0.0% 0 -1.0 pp -0.9 pp -0.7 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 0.0 0.0% 0 -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
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 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
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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 CAIE). Qtrs Held counts distinct quarters this fund has actually held CAIE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CAIE position size. Δ columns are the percentage-point change in CAIE'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