Signals

← Signals

☆CALF

476 in-universe funds with a nonzero position in CALF within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#2894
Score / z0.000 / -0.01
Consensus82.92 over 166 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 ▾
☆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 526.4 0.0% 4 -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 212.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 158.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 102.8 0.0% 4 -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 99.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 85.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 53.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 48.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 42.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 34.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 33.7 4.0% 3 -0.0 pp +0.1 pp +4.0 pp +4.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 33.5 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 33.4 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 27.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 26.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 24.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 21.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 19.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 18.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 18.3 5.0% 3 -0.1 pp -0.1 pp +5.0 pp +5.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 18.0 0.0% 3 -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 17.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 16.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 15.3 1.7% 3 +0.5 pp +0.4 pp +1.7 pp +1.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 12.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 12.3 0.2% 4 -0.1 pp -0.2 pp -0.3 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 10.5 0.5% 3 -0.1 pp -0.5 pp +0.5 pp +0.5 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 10.3 6.3% 4 -0.4 pp -0.4 pp -0.9 pp +6.3 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 10.2 0.5% 3 -0.4 pp -0.4 pp +0.5 pp +0.5 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 9.3 1.1% 3 -0.2 pp -0.4 pp +1.1 pp +1.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 8.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 8.1 3.8% 3 -0.0 pp +0.1 pp +3.8 pp +3.8 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 7.6 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Family Manage LLC CIK 0001539947 0.278 323 6.2 0.8% 3 -0.6 pp -0.9 pp +0.8 pp +0.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 5.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 4.8 2.0% 3 -0.1 pp -0.1 pp +2.0 pp +2.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 4.8 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 4.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 4.3 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 4.0 2.0% 2 +0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 3.7 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 3.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 3.6 2.5% 4 +0.0 pp +0.1 pp +0.2 pp +2.5 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 3.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 3.5 1.3% 3 -0.6 pp -0.8 pp +1.3 pp +1.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 3.4 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.3 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.5 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 3.3 1.8% 3 -0.2 pp -0.2 pp +1.8 pp +1.8 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 3.2 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 3.0 0.1% 4 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 2.9 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.9 0.2% 5 +0.0 pp +0.1 pp -0.1 pp -0.1 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 2.8 0.6% 3 -0.4 pp -0.4 pp +0.6 pp +0.6 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 2.7 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 2.7 2.0% 3 -0.2 pp -0.1 pp +2.0 pp +2.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 2.5 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 2.3 1.6% 4 -0.2 pp -0.3 pp -0.5 pp +1.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 2.3 0.8% 3 -0.1 pp -0.0 pp +0.8 pp +0.8 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 2.2 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 2.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ETF Store, Inc. CIK 0001911470 0.237 114 2.1 2.1% 3 +0.0 pp +0.1 pp +2.1 pp +2.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 2.0 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 2.0 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 1.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.8 0.0% 3 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 1.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 1.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 1.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 1.6 1.6% 3 -0.5 pp -0.4 pp +1.6 pp +1.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 1.6 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 1.6 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 1.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 1.4 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 1.4 0.6% 3 -0.7 pp -0.7 pp +0.6 pp +0.6 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 1.4 0.3% 3 -0.6 pp -1.5 pp +0.3 pp +0.3 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 1.3 0.3% 3 -0.1 pp -0.5 pp +0.3 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 1.3 0.6% 2 +0.4 pp +0.6 pp +0.2 pp +0.6 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 1.2 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 1.2 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 1.1 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.1 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 1.1 0.8% 3 -0.1 pp -0.0 pp +0.8 pp +0.8 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.0 0.0% 3 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 1.0 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.0 0.0% 3 +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 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CMC Financial Group CIK 0001770940 0.082 45 0.9 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.9 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.8 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 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 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.8 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 0 +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% 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 CALF). Qtrs Held counts distinct quarters this fund has actually held CALF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CALF position size. Δ columns are the percentage-point change in CALF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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