Signals

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☆CAIQ

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

Flow ranking

Rank#3148
Score / z0.000 / -0.02
Consensus25.23 over 55 funds
Momentumnot computed

Price & positioning

183 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 33.7 1.0% 3 +0.6 pp +1.0 pp +1.0 pp +1.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 14.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 10.5 0.5% 3 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Cornerstone Wealth, LLC/TN CIK 0002135644 0.178 102 7.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 4.7 1.6% 2 +0.7 pp +1.6 pp +1.6 pp +1.6 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 4.0 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 3.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 2.8 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Welch Financial Planning, LLC CIK 0002085141 0.273 71 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.0 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 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.0 0.0% 2 +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
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haven Private, LLC CIK 0002053665 0.242 171 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.5 0.0% 2 +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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Family Office Research LLC CIK 0002041267 0.652 85 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Estate Planners Group, LLC CIK 0002118977 0.584 70 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Innovative Asset Advisors Group, LLC CIK 0002127147 0.091 287 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palacios Wealth Management, LLC CIK 0002053829 0.522 76 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 2 +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
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.1 0.0% 1 +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
☆Essential Investment Partners LLC CIK 2145170 0.138 312 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 2 +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% 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% 2 -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
☆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% 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 0.0 0.0% 1 +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 -0.5 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -1.0 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 0.0 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
☆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
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 CAIQ). Qtrs Held counts distinct quarters this fund has actually held CAIQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CAIQ position size. Δ columns are the percentage-point change in CAIQ'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