Signals

CATF

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

Flow ranking

Rank#3192
Score / z0.000 / -0.02
Consensus11.19 over 20 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Composition Wealth, LLC CIK 0001585859 0.756 995 20.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 18.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 9.8 1.5% 5 +0.3 pp +0.3 pp -0.2 pp -0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Weaver Consulting Group CIK 0001780055 0.312 297 2.8 0.6% 5 -0.1 pp -0.0 pp +0.1 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ballast Rock Private Wealth LLC CIK 0002106928 0.168 192 2.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Cooper Capital Advisors LLC CIK 0001957878 0.142 41 1.6 0.7% 6 -0.2 pp +0.2 pp +0.1 pp -0.1 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 1.1 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.8 0.5% 5 -0.0 pp +0.0 pp +0.2 pp +0.3 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 3 -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
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 1 +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% 1 +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
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
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
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
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
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 CATF). Qtrs Held counts distinct quarters this fund has actually held CATF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CATF position size. Δ columns are the percentage-point change in CATF'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