Signals

← Signals

☆CBRS

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

Flow ranking

Rank#81
Score / z2.319 / 2.78
Consensus199.96 over 367 funds
Momentumno 12m return

Price & positioning

88 cached closes, trailing year
Drawdownno history
Short interest+66% / 1.4d ⚡

Forensics

Accruals as of 2026Q2
Accrual ratio0.033
F-score—
M-score—
Net issuance—
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-15 Susan Lior J —
2026-09-15 Susan Lior J —
2026-09-15 Susan Lior J —

8-K events

Negative / total0 / 2
FiledFormItems
2026-08-12 8-K 2.02, 9.01
2026-06-23 8-K 2.02, 9.01
2026-05-15 8-K 5.03, 8.01, 9.01

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker EvalMixed
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 ▾
☆FMR LLC CIK 0000315066 0.989 5571 1,864.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Altimeter Capital Management, LP CIK 0001541617 0.780 20 1,596.7 16.2% 1 +16.2 pp +16.2 pp +16.2 pp +16.2 pp
☆COATUE MANAGEMENT LLC CIK 0001135730 0.880 66 1,549.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Capital World Investors CIK 0001422849 0.974 637 860.7 0.1% 1 +0.1 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 712.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atreides Management, LP CIK 0001777813 0.274 46 687.3 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆TIGER GLOBAL MANAGEMENT LLC CIK 0001167483 0.920 46 662.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 458.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 343.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 304.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 275.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 247.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Value Aligned Research Advisors, LLC CIK 0001963565 0.606 59 241.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 195.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 194.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 187.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARK Investment Management LLC CIK 0001697748 0.765 190 169.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 125.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON UNIVERSITY CIK 0000903603 0.176 3 121.8 46.0% 1 +46.0 pp +46.0 pp +46.0 pp +46.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 105.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 102.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Street Group Inc. CIK 0001881567 0.813 1364 97.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 93.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 88.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAMS STREET PARTNERS LLC CIK 0001193586 0.748 4 88.0 19.9% 1 +19.9 pp +19.9 pp +19.9 pp +19.9 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 82.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVIDSON KEMPNER CAPITAL MANAGEMENT LP CIK 0001595082 0.000 231 75.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Legal Advantage Investments, Inc. CIK 0001841769 0.130 77 69.6 24.4% 1 +24.4 pp +24.4 pp +24.4 pp +24.4 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 67.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GF FUND MANAGEMENT CO. LTD. CIK 0002057060 0.516 587 65.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BAMCO INC /NY/ CIK 0001017918 0.724 345 65.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Amova Asset Management Americas, Inc. CIK 0001480751 0.731 276 65.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 61.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 60.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 58.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 55.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEVEN GRAND MANAGERS, LLC CIK 0001909126 0.028 176 55.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆HAMILTON LANE ADVISORS LLC CIK 0001573767 0.219 14 52.7 35.4% 1 +35.4 pp +35.4 pp +35.4 pp +35.4 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 52.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 50.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 48.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 48.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 46.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 46.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 44.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Unisphere Establishment CIK 0002012090 0.867 56 43.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 43.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 41.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Totem Point Management, LLC CIK 0001759364 0.094 18 40.0 24.5% 1 +24.5 pp +24.5 pp +24.5 pp +24.5 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 38.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 38.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONTANOVA CAPITAL, LLC CIK 0001569064 0.534 95 38.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 34.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Jain Global LLC CIK 0002024579 0.024 1417 33.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 33.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 33.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 33.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GREENOAKS LLC CIK 0001840735 0.938 10 33.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 33.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 32.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC CIK 0001638555 0.123 79 29.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CROSSLINK CAPITAL INC CIK 0001104329 0.783 22 28.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆SAMLYN CAPITAL, LLC CIK 0001421097 0.327 77 28.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 28.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 26.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 24.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 23.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avala Global LP CIK 0001948899 0.077 30 23.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 22.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 21.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Weiss Asset Management LP CIK 0001357550 0.000 613 21.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆University of Wisconsin Foundation CIK 0001697228 0.194 9 18.8 14.9% 1 +14.9 pp +14.9 pp +14.9 pp +14.9 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 17.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 16.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 15.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BW Gestao de Investimentos Ltda. CIK 0001568280 0.068 294 15.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 14.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 14.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Madison Group LLC CIK 0001728278 0.472 27 14.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Broad Bay Capital Management, LP CIK 0001759115 0.191 23 13.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Flight Deck Capital, LP CIK 0001861705 0.666 11 13.7 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 13.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Privium Fund Management B.V. CIK 0001795097 0.440 61 13.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 13.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 12.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OFI INVEST ASSET MANAGEMENT CIK 0001977602 0.467 365 11.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JOHNSON & JOHNSON (JNJ) CIK 0000200406 0.930 15 11.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 11.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IQ EQ FUND MANAGEMENT (IRELAND) Ltd CIK 0001620943 0.314 289 11.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Whale Rock Capital Management LLC CIK 0001387322 0.676 35 11.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Delta Global Management LP CIK 0001992724 0.029 149 10.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 10.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Woodline Partners LP CIK 0001784547 0.424 1011 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robeco Schweiz AG CIK 0001418427 0.613 126 9.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARDSLEY ADVISORY PARTNERS LP CIK 0000900529 0.026 130 8.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆KEYSTONE INVESTORS PTE LTD CIK 0001926253 0.000 84 8.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 8.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sands Capital Alternatives, LLC CIK 0001846444 0.509 24 7.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA CIK 0000351083 0.264 5 7.1 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.021 253 6.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Centiva Capital, LP CIK 0001692507 0.034 1439 6.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tensor Edge Capital, LLC CIK 0002096531 0.543 17 6.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shay Capital LLC CIK 0001723643 0.044 394 6.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AI-Squared Management Ltd CIK 0001933952 0.021 19 5.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Trustees of Columbia University in the City of New York CIK 0001420995 0.938 3 5.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 5.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LAVELLE CAPITAL LP CIK 0002136566 0.357 75 5.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Symmetry Investments LP CIK 0001691919 0.056 112 5.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HIMENSION CAPITAL (SINGAPORE) PTE. LTD. CIK 0001817652 0.604 168 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Inherent Management Corp. CIK 0002026217 0.527 11 4.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Knollwood Investment Advisory, LLC CIK 0001999346 0.406 270 4.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆UNC Management Company, Inc. CIK 0001911286 0.973 6 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Raiffeisen Bank International AG CIK 0002044885 0.723 593 4.3 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 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Renaissance Capital LLC CIK 0001535058 0.222 52 3.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capricorn Fund Managers Ltd CIK 0001901361 0.009 167 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Banque Transatlantique SA CIK 0002056095 0.835 494 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SANDS CAPITAL MANAGEMENT, LLC CIK 0001020066 0.851 71 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sphera Management Technology Funds Ltd CIK 0002030525 0.102 83 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morse Asset Management, Inc CIK 0001705711 0.260 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1248 Management, LLC CIK 0002011147 0.275 149 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNTAX RESEARCH, INC. CIK 0001999827 0.077 179 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berbice Capital Management LLC CIK 0002051605 0.347 87 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.123 915 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 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
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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 CBRS). Qtrs Held counts distinct quarters this fund has actually held CBRS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CBRS position size. Δ columns are the percentage-point change in CBRS'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