Signals

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☆CAOS

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

Flow ranking

Rank#24373
Score / z-0.065 / -0.10
Consensus27.62 over 55 funds
Momentum-0.28 =

Price & positioning

62 cached closes, trailing year
Drawdown-0%
Short interest-33% / 1.0d

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 ▾
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 94.1 8.9% 5 -0.3 pp +0.0 pp +0.3 pp +8.8 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 77.4 13.7% 5 -1.9 pp +1.1 pp -12.7 pp -14.4 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 54.0 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 41.6 14.0% 5 -7.5 pp +1.7 pp +2.0 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 20.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CULTIVAR CAPITAL, INC. CIK 0001989476 0.774 40 20.1 12.9% 5 +1.2 pp +1.7 pp +3.8 pp +3.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 18.8 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 12.8 2.5% 3 -0.2 pp +0.2 pp +2.5 pp +2.5 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 12.8 2.7% 4 -0.2 pp -0.2 pp +0.1 pp +2.7 pp
☆Empirical Finance, LLC CIK 0001572838 0.574 505 12.5 0.5% 2 -0.3 pp +0.5 pp -0.3 pp -0.5 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 8.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 8.5 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 8.2 0.4% 3 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 8.2 0.9% 3 -0.2 pp -0.0 pp +0.9 pp +0.9 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 7.7 2.3% 5 +0.0 pp -0.8 pp +0.1 pp +0.4 pp
☆Stillwater Private Wealth, LLC CIK 2137933 0.065 83 7.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 6.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 4.3 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 3.8 2.2% 5 +0.0 pp +1.1 pp +1.1 pp +1.4 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CLG LLC CIK 0002059872 0.428 156 2.7 0.6% 6 -0.1 pp -0.2 pp -0.3 pp -0.8 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 2.1 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PMV Capital Advisers, LLC CIK 0001980695 0.285 57 1.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 1.5 0.6% 5 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 1.5 0.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 1.3 0.7% 5 -0.1 pp -0.1 pp -6.6 pp -6.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.1 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Roan Capital Partners CIK 0002124783 0.136 78 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.9 0.2% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.9 0.3% 5 -0.0 pp -0.0 pp +0.2 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 0.6 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 0.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.3 0.1% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.415 81 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.2 0.1% 4 -0.4 pp -0.4 pp -0.4 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 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
☆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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 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 CAOS). Qtrs Held counts distinct quarters this fund has actually held CAOS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CAOS position size. Δ columns are the percentage-point change in CAOS'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