Signals

← Signals

☆CAT

163 in-universe funds with a nonzero position in CAT within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#1398
Score / z0.000 / -0.03
Consensus55.01 over 115 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆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 2,364.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆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 2,046.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 860.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 464.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 322.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 282.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 270.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 246.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 127.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 99.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 96.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 90.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 84.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 78.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 63.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 57.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 56.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 47.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆STRS OHIO CIK 0000820478 0.777 2154 43.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 42.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 41.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 39.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 25.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 20.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 18.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 17.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 16.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 15.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 14.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 14.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 14.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 13.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 10.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 10.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 6.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 6.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 5.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 5.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 4.9 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 2.5 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 2.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 1.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Farmers National Bank CIK 0001632966 0.440 180 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Audent Global Asset Management, LLC CIK 0001834874 0.165 46 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆111 Capital CIK 0002060412 0.025 488 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆UNITED BANK CIK 0001286478 0.652 130 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Finivi Inc. CIK 0002101641 0.183 111 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 0.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPITAL COUNSEL LLC/NY CIK 0001114928 0.927 58 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 0.2 0.0% 2 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.0 0.0% 0 -0.2 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 CAT). Qtrs Held counts distinct quarters this fund has actually held CAT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CAT position size. Δ columns are the percentage-point change in CAT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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