Signals

CCC

496 in-universe funds with a nonzero position in CCC within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#414
Score / z0.524 / 0.45
Consensus171.27 over 258 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 227.1 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
AKRE CAPITAL MANAGEMENT LLC CIK 0001112520 0.966 19 189.1 3.1% 4 +0.9 pp +1.6 pp +1.7 pp +3.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 179.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WASATCH ADVISORS LP CIK 0000814133 0.571 219 169.4 1.1% 4 +0.0 pp +0.1 pp +0.4 pp +1.1 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 112.1 1.6% 4 +0.3 pp +0.3 pp +0.3 pp +1.6 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 103.8 0.1% 4 +0.0 pp +0.0 pp +0.0 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 100.5 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 97.2 0.2% 4 -0.1 pp -0.1 pp -0.1 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 84.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Van Berkom & Associates Inc. CIK 0001524408 0.552 67 81.1 2.7% 4 -0.0 pp +0.2 pp +0.2 pp +2.7 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 67.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 66.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 64.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alfreton Capital LLP CIK 0001873435 0.709 6 64.7 21.0% 4 -8.4 pp -6.6 pp +1.9 pp +21.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 64.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 62.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 57.5 4.4% 4 +1.8 pp +2.8 pp +2.7 pp +4.4 pp
Dragoneer Investment Group, LLC CIK 0001602189 0.000 12 55.2 1.8% 4 +0.2 pp -0.0 pp +0.1 pp +1.8 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 52.4 0.3% 4 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 51.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 43.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 41.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 40.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 39.7 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
Triple Frond Partners LLC CIK 0001454502 0.868 13 32.5 3.4% 4 -0.6 pp -0.3 pp -1.9 pp +3.4 pp
SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 32.2 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 31.4 0.6% 4 -1.0 pp -0.9 pp -1.4 pp +0.6 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 30.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 27.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 26.9 0.7% 4 -0.1 pp -0.3 pp -0.4 pp +0.7 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 26.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 23.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 23.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 22.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 22.0 0.7% 4 -0.1 pp -0.2 pp -0.3 pp +0.7 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 21.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 20.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 20.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 20.0 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 19.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 18.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 18.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 17.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 17.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 17.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 16.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 14.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pennant Investors, LP CIK 0001759176 0.571 16 14.5 4.0% 4 -1.1 pp +2.0 pp +1.5 pp +4.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 12.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 11.5 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 10.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 10.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 9.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Creek Advisors LLC CIK 0001333709 0.134 64 9.6 2.0% 4 -0.2 pp -0.6 pp -0.7 pp +2.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 9.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.1 0.0% 4 +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 8.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 7.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 7.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 7.7 0.0% 4 +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 7.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 7.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 7.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 6.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rockbridge Asset Management LLC CIK 0002056320 0.669 30 6.4 4.3% 4 +0.8 pp +2.1 pp +0.7 pp +4.3 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 6.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 5.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 5.0 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 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roubaix Capital, LLC CIK 0001769700 0.005 50 4.5 2.1% 3 -0.6 pp +1.0 pp +2.1 pp +2.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 4.3 0.3% 4 -0.1 pp -0.0 pp -0.1 pp +0.3 pp
MUFG Securities EMEA plc CIK 0001597694 0.264 575 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 3.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 3.8 0.1% 4 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
2Xideas AG CIK 0001843587 0.401 48 3.6 1.4% 4 -0.3 pp -0.2 pp -0.0 pp +1.4 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 3.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 3.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 2.7 0.0% 4 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 2.7 0.0% 5 -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 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 2.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 2.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOMESTEAD ADVISERS CORP CIK 0000944804 0.479 124 2.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 2.1 0.0% 1 +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 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 1.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1.6 0.0% 4 -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 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.3 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 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 1.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OP Asset Management Ltd CIK 0002097005 0.000 765 0.9 0.0% 4 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laurus Global Equity Management Inc. CIK 0001869316 0.368 45 0.9 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Third View Private Wealth, LLC CIK 0002083406 0.418 288 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CenterBook Partners LP CIK 0001872738 0.028 693 0.5 0.0% 2 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DELPHI FINANCIAL GROUP, INC. CIK 0000859139 0.292 26 0.5 0.2% 4 -0.1 pp -0.2 pp -0.3 pp +0.2 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVENIR CORP CIK 0001033475 0.849 79 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 0.4 0.1% 4 -0.0 pp -0.2 pp -0.2 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Numerai GP LLC CIK 0001668527 0.018 710 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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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
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 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
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.224 95 0.0 0.0% 0 -0.4 pp -0.5 pp -0.6 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Norman Fields, Gottscho Capital Management, LLC CIK 0001352449 0.700 64 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 0.0 0.0% 0 -0.2 pp -0.4 pp -0.4 pp +0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 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 CCC). Qtrs Held counts distinct quarters this fund has actually held CCC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CCC position size. Δ columns are the percentage-point change in CCC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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