Signals

CBTY

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

Flow ranking

Rank#3225
Score / z0.000 / -0.02
Consensus3.56 over 6 funds
Momentumnot computed

Price & positioning

225 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
Calamos Advisors LLC CIK 0001316507 0.672 942 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.7 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.1 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -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
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CGN Advisors LLC CIK 0001841506 0.595 322 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 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 CBTY). Qtrs Held counts distinct quarters this fund has actually held CBTY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CBTY position size. Δ columns are the percentage-point change in CBTY'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