Signals

← Signals

☆CBZ

324 in-universe funds with a nonzero position in CBZ within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#378
Score / z0.476 / 0.66
Consensus86.83 over 142 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+3% / 10.8d

Forensics

Accruals as of 2026Q2
Accrual ratio0.039
F-score—
M-score—
Net issuance—
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-17 Lakhia Brad S. F $317,390

8-K events

Negative / total0 / 3
FiledFormItems
2026-07-29 8-K 2.02, 9.01
2026-07-29 8-K 8.01
2026-07-29 8-K 1.01, 5.02, 7.01, 9.01
2026-05-15 8-K 5.07
2026-04-29 8-K 2.02, 9.01
2026-02-25 8-K 2.02, 9.01
2026-02-17 8-K 8.01
2026-01-14 8-K 5.02
2025-11-17 8-K 5.03, 8.01, 9.01
2025-10-29 8-K 2.02, 9.01
Showing the 10 most recent.

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 359.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 244.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 181.5 0.0% 3 -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 164.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 147.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 113.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆P2 Capital Partners, LLC CIK 0001406313 0.772 12 89.5 22.9% 3 +4.2 pp -3.2 pp +22.9 pp +22.9 pp
☆Durable Capital Partners LP CIK 0001798849 0.765 36 82.3 0.8% 2 -0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 58.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 57.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BloombergSen Inc. CIK 0001484047 0.847 28 51.9 5.5% 3 +0.5 pp -1.3 pp +5.5 pp +5.5 pp
☆Sunriver Management LLC CIK 0001663900 0.082 21 49.9 5.2% 2 +1.8 pp +5.2 pp +5.2 pp +5.2 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 49.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Capital World Investors CIK 0001422849 0.974 637 46.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 45.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 45.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 44.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 33.3 0.3% 3 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 32.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Premier Fund Managers Ltd CIK 0001673907 0.066 174 31.5 1.8% 3 +0.0 pp -0.3 pp +1.8 pp +1.8 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 29.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 27.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 22.8 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 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 22.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 22.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 22.1 1.1% 3 +0.0 pp -0.3 pp +1.1 pp +1.1 pp
☆GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 20.2 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 17.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 15.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Granite Investment Partners, LLC CIK 0001542266 0.322 277 15.3 0.9% 3 +0.0 pp -0.6 pp +0.9 pp +0.9 pp
☆MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 14.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 14.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Creek Advisors LLC CIK 0001333709 0.134 64 13.3 2.1% 3 -0.1 pp -1.0 pp +2.1 pp +2.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 12.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BASSWOOD CAPITAL MANAGEMENT, L.L.C. CIK 0001085393 0.529 108 9.3 0.4% 3 -0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 8.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 7.5 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 7.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 7.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 7.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 5.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEUMEIER POMA INVESTMENT COUNSEL LLC CIK 0001044936 0.451 42 5.1 0.4% 3 -0.0 pp -2.5 pp +0.4 pp +0.4 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mawer Investment Management Ltd. CIK 0001538449 0.794 142 4.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 4.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bridge City Capital, LLC CIK 0001713521 0.134 114 4.6 1.3% 3 -0.1 pp -0.3 pp +1.3 pp +1.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 4.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.9 0.0% 3 -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 3.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Magnetar Financial LLC CIK 0001352851 0.768 1133 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 2.9 0.5% 3 -0.0 pp -0.3 pp +0.5 pp +0.5 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 2.7 0.0% 3 -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 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 2.6 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Taylor Frigon Capital Management LLC CIK 0001632665 0.113 93 2.3 1.2% 3 -0.1 pp +0.0 pp +1.2 pp +1.2 pp
☆Pacific Capital Partners Ltd CIK 0002064920 0.069 40 2.2 2.3% 5 -3.7 pp -4.0 pp -3.7 pp -3.3 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 1.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CenterBook Partners LP CIK 0001872738 0.028 693 1.6 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Numerai GP LLC CIK 0001668527 0.018 710 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearline Capital LP CIK 0001600136 0.146 101 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 1.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 1.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 0.7 0.8% 3 +0.4 pp +0.5 pp +0.8 pp +0.8 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 0.7 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Eagle Investment Management, LLC CIK 0001325447 0.890 425 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legato Capital Management LLC CIK 0001442641 0.058 678 0.5 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Inspire Investing, LLC CIK 0001670139 0.034 1266 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.5 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 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VISTA FINANCE, LLC CIK 0001893809 0.382 69 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HMS Capital Management, LLC CIK 0001689470 0.314 120 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHICAGO TRUST Co NA CIK 0001601539 0.345 382 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 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 CBZ). Qtrs Held counts distinct quarters this fund has actually held CBZ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CBZ position size. Δ columns are the percentage-point change in CBZ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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