Signals

← Signals

☆CALF

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

Flow ranking

Rank#3455
Score / z0.000 / -0.02
Consensus99.63 over 206 funds
Momentumnot computed

Price & positioning

224 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 529.2 0.0% 6 -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 193.7 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 160.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 85.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 74.1 0.0% 6 -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 70.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 57.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 52.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 44.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 44.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 38.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 38.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 34.1 3.4% 5 +0.3 pp +1.7 pp +2.2 pp +2.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 33.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 27.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 25.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 24.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 21.1 5.0% 5 +0.1 pp +0.1 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 20.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 20.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 19.2 0.0% 5 -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 18.8 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 16.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 15.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 15.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 13.3 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 13.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 13.1 0.6% 5 +0.0 pp +0.0 pp -0.4 pp -0.3 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 12.7 1.3% 5 -0.7 pp -2.7 pp -2.7 pp -2.6 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 11.4 0.5% 5 -0.0 pp -0.0 pp -0.2 pp -0.5 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 11.4 6.0% 6 -0.2 pp -0.3 pp -0.7 pp -0.7 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 8.8 0.9% 5 -0.0 pp -0.2 pp -0.4 pp -0.6 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 8.8 3.6% 5 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 8.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 8.0 1.9% 4 +0.1 pp -0.1 pp -0.1 pp +1.9 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 6.4 0.3% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 5.1 2.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Family Manage LLC CIK 0001539947 0.277 323 5.0 0.5% 5 -0.0 pp -0.3 pp -0.8 pp -1.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 4.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 4.2 1.3% 4 +0.7 pp +0.7 pp +1.0 pp +1.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.0 0.1% 7 -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 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 3.9 2.3% 2 +1.7 pp +2.3 pp +2.3 pp +2.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.7 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 3.7 2.2% 6 -0.3 pp -0.3 pp -0.3 pp -0.2 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 3.6 1.7% 4 -0.6 pp -0.3 pp -0.0 pp +1.7 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 3.6 1.1% 5 -0.1 pp -0.1 pp -0.7 pp -0.9 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 3.5 1.7% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 3.4 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 3.2 0.2% 7 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 3.2 1.1% 5 +0.2 pp +0.5 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 3.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 3.1 2.0% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 3.0 0.3% 5 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 2.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 2.8 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 2.6 0.7% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 2.4 0.3% 4 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 2.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.3 0.0% 6 +0.0 pp -0.2 pp -0.3 pp -0.4 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 2.3 0.4% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 2.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 2.3 1.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 2.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 2.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 2.1 0.1% 5 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 2.0 0.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 2.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 1.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 1.9 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 1.8 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 1.8 1.1% 6 -0.1 pp -0.6 pp -0.8 pp -0.9 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.8 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 1.6 0.3% 5 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Commerce Advisors, LLC CIK 0001567247 0.122 128 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 1.4 0.5% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 1.3 0.9% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 1.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.3 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 1.2 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 1.2 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CMC Financial Group CIK 0001770940 0.082 45 1.1 2.1% 1 +2.1 pp +0.5 pp +0.5 pp +2.1 pp
☆Fortune Financial Group, Inc. CIK 0002106311 0.038 119 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 1.1 0.4% 5 -0.1 pp -0.2 pp -0.9 pp -0.8 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.0 0.1% 5 -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% 5 -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% 5 -0.0 pp -0.1 pp -0.3 pp -0.6 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 1.0 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 1.0 0.2% 5 -0.1 pp -0.1 pp -0.8 pp -1.7 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 1.0 0.3% 5 -0.3 pp -0.3 pp -0.4 pp -0.4 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.9 0.1% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.9 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.9 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 0.9 0.0% 5 -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 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.9 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Z3 Capital Partners, LLC CIK 0002127787 0.319 192 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.8 0.1% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.8 0.2% 1 +0.2 pp -0.0 pp -0.0 pp -0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.0 0.0% 0 -0.0 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
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 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
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 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
☆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
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 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
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fortitude Financial, LLC CIK 0002066105 0.084 28 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 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 +0.0 pp -0.1 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 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 +0.0 pp -0.2 pp
☆Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 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 +0.0 pp -0.2 pp -0.3 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 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
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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 +0.0 pp -1.3 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp -0.2 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
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆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
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 0.0 0.0% 0 -1.7 pp -1.6 pp -2.1 pp -2.0 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
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILLINGTON SECURITIES, LLC CIK 0001449088 0.439 275 0.0 0.0% 0 -0.2 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 +0.0 pp -1.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 -0.0 pp -0.0 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
☆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
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 (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