Signals

← Signals

☆CALF

516 in-universe funds with a nonzero position in CALF within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#3132
Score / z0.000 / -0.02
Consensus91.17 over 191 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 493.7 0.0% 5 -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 186.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 140.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 82.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 73.4 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 71.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 51.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 45.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 37.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 36.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 30.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 30.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 28.1 3.1% 4 +1.4 pp +1.9 pp +1.8 pp +3.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 25.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 21.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 18.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 18.5 5.0% 4 -0.0 pp -0.1 pp -0.1 pp +5.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 17.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 17.1 2.0% 4 -2.0 pp -2.0 pp -1.9 pp +2.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 16.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 15.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 12.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 11.0 0.6% 4 +0.0 pp -0.4 pp -0.3 pp +0.6 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 10.4 0.5% 4 -0.0 pp -0.1 pp -0.5 pp +0.5 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 10.2 6.2% 5 -0.1 pp -0.5 pp -0.5 pp -1.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 8.1 0.9% 4 -0.2 pp -0.4 pp -0.6 pp +0.9 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.561 95 7.9 3.7% 4 -0.1 pp -0.2 pp -0.1 pp +3.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 7.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 7.4 1.8% 3 -0.2 pp -0.2 pp +1.8 pp +1.8 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 7.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 5.6 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 5.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 4.9 2.3% 3 +0.3 pp +0.5 pp +2.3 pp +2.3 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 4.8 2.9% 3 +0.1 pp +0.2 pp +2.9 pp +2.9 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 4.7 2.0% 4 -0.0 pp -0.1 pp -0.1 pp +2.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 4.5 0.5% 4 -0.2 pp -0.8 pp -1.2 pp +0.5 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 3.7 2.5% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 3.3 1.2% 4 -0.0 pp -0.6 pp -0.8 pp +1.2 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 3.2 1.8% 4 -0.0 pp -0.2 pp -0.2 pp +1.8 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.1 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 2.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 2.8 0.9% 4 +0.3 pp -0.1 pp -0.1 pp +0.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.8 0.2% 6 +0.0 pp +0.0 pp +0.1 pp -0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 2.8 1.9% 4 -0.1 pp -0.2 pp -0.1 pp +1.9 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 2.6 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.6 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 2.5 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 2.3 0.8% 4 +0.0 pp -0.0 pp +0.0 pp +0.8 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 2.2 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆ETF Store, Inc. CIK 0001911470 0.237 114 2.2 2.1% 4 +0.0 pp +0.0 pp +0.2 pp +2.1 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 2.2 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 2.1 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.1 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.0 0.0% 4 -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% 4 -0.0 pp +0.0 pp +0.1 pp +1.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 2.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.9 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 1.9 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.8 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 1.7 1.2% 5 -0.5 pp -0.7 pp -0.8 pp -1.0 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 1.7 1.7% 4 +0.1 pp -0.4 pp -0.3 pp +1.7 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 1.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 1.7 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 1.6 0.1% 4 -0.2 pp -0.2 pp -0.3 pp +0.1 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 1.6 0.7% 4 +0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 1.6 0.7% 4 +0.1 pp +0.2 pp +0.3 pp +0.7 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 1.5 0.6% 3 +0.0 pp +0.4 pp +0.6 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 1.4 0.3% 4 -0.0 pp -0.2 pp -0.2 pp +0.3 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 1.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.2 0.0% 5 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 1.2 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 1.2 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 1.2 0.1% 4 +0.0 pp +0.0 pp -0.2 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 1.1 0.5% 4 -0.1 pp -0.8 pp -0.7 pp +0.5 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 1.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 1.1 0.8% 4 +0.0 pp -0.1 pp +0.0 pp +0.8 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 1.0 0.2% 4 -0.1 pp -0.7 pp -1.6 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.0 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 1.0 0.2% 4 -0.1 pp -0.3 pp -0.6 pp +0.2 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.9 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 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 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.8 0.2% 4 -0.0 pp -0.2 pp -0.2 pp +0.2 pp
☆Z3 Capital Partners, LLC CIK 0002127787 0.319 192 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 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% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 0.8 0.0% 4 -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 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.7 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 0.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 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
☆IronOak Wealth LLC. CIK 0002037081 0.000 64 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.0 0.0% 0 +0.0 pp +0.0 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
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 0 +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% 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 -0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 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 +0.0 pp -0.2 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 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
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
☆Bey-Douglas LLC CIK 0002011271 0.256 56 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.7 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 0.0 0.0% 0 +0.0 pp -1.2 pp -1.5 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sylvest Advisors, LLC CIK 0002044121 0.653 78 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.1 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 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
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 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
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.0 0.0% 0 +0.0 pp +0.0 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 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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