Signals

← Signals

☆CALI

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

Flow ranking

Rank#3164
Score / z0.000 / -0.02
Consensus47.52 over 85 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 17.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 14.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 14.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 11.6 2.9% 5 -0.1 pp +0.3 pp +0.1 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 5.2 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 4.9 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆NDWM LLC CIK 0001818386 0.624 38 4.5 2.6% 5 -0.1 pp +0.5 pp +0.6 pp +1.3 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 4.2 1.1% 5 +0.1 pp +0.3 pp +0.9 pp +0.9 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 3.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.9 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 2.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 2.2 0.3% 5 +0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 2.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 1.7 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 1.6 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 1.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KWB Wealth CIK 0001822236 0.453 169 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 1.2 0.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 1.2 0.7% 4 +0.1 pp +0.1 pp +0.2 pp +0.7 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.312 629 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 1.0 0.4% 4 -0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortuga Wealth Management, Inc CIK 0002118051 0.180 135 0.8 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.7 0.3% 5 -0.1 pp -2.4 pp -2.6 pp -2.9 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Sound Portfolio Advisors, LLC CIK 0002109204 0.353 48 0.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 0.5 0.1% 4 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
☆Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.5 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Bristlecone Value Partners, LLC CIK 0001313998 0.460 70 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Shum Financial Group, Inc. CIK 0002044675 0.247 106 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 0.4 0.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chatterton & Associates Inc. CIK 0002102688 0.175 101 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆3 FACTOR INDEXING, LLC CIK 0002135169 0.480 438 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GRAYBILL WEALTH MANAGEMENT, LTD. CIK 0001252007 0.342 82 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RIVER'S EDGE WEALTH MANAGEMENT, LLC CIK 0002109861 0.674 44 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp -0.1 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 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.492 587 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 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% 5 +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
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.4 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIDGECREST WEALTH PARTNERS, LLC CIK 0001860719 0.418 111 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆U S GLOBAL INVESTORS INC (GROW) CIK 0000754811 0.508 127 0.0 0.0% 0 +0.0 pp -0.1 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 CALI). Qtrs Held counts distinct quarters this fund has actually held CALI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CALI position size. Δ columns are the percentage-point change in CALI'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