Signals

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☆CARY

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

Flow ranking

Rank#1508
Score / z0.009 / -0.01
Consensus46.96 over 85 funds
Momentumnot computed

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
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 186.9 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 169.5 0.0% 7 +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 114.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 66.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 61.8 7.8% 2 -1.0 pp +7.8 pp +7.8 pp +7.8 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 60.0 0.9% 5 -0.3 pp -0.4 pp -0.6 pp -0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 30.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 30.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 27.8 6.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 25.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 23.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 19.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 18.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 13.5 1.0% 7 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 11.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 11.7 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 11.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 11.0 0.8% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 10.2 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 9.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 9.0 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 8.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Legacy CG, LLC CIK 0001904825 0.297 45 8.6 2.2% 5 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 8.4 0.2% 7 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 7.6 0.5% 4 +0.0 pp +0.1 pp -0.1 pp +0.5 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 6.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 5.7 2.8% 4 -0.1 pp -0.0 pp -0.1 pp +2.8 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 5.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 4.3 1.3% 5 -0.3 pp -0.1 pp -0.0 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 4.1 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mendel Money Management CIK 0001600585 0.195 127 3.3 1.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 3.2 1.0% 3 +0.2 pp +0.5 pp +1.0 pp +1.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 3.0 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 2.9 0.9% 5 -0.5 pp +0.1 pp +0.1 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rareview Capital LLC CIK 0002044533 0.417 51 2.3 1.3% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆J. Team Financial, Inc. CIK 0002107629 0.119 102 2.2 2.1% 3 +0.2 pp +0.2 pp +2.1 pp +2.1 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 2.2 1.0% 5 -0.0 pp -0.1 pp +0.7 pp +1.0 pp
☆Lewis Asset Management, LLC CIK 0002004520 0.223 219 2.1 0.7% 5 -0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 2.0 0.9% 4 +0.1 pp +0.5 pp +0.6 pp +0.9 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 1.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 1.9 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 1.7 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 1.7 0.5% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆9823 Capital, L.P. CIK 0001982920 0.745 33 1.5 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 1.1 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independent Wealth Advisors LLC CIK 0002136099 0.284 77 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.5 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 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 0.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆REICON WEALTH ADVISORS, LLC CIK 0001888847 0.719 92 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 0.0 0.0% 0 -0.0 pp -0.0 pp -1.9 pp -2.6 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 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
☆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
☆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
☆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
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 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
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 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 -0.4 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
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Omnitrust Wealth Management, Inc CIK 0002108483 0.050 64 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.3 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆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
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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 CARY). Qtrs Held counts distinct quarters this fund has actually held CARY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CARY position size. Δ columns are the percentage-point change in CARY'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