Signals

← Signals

☆CDIG

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

Flow ranking

Rank#3273
Score / z0.000 / -0.02
Consensus5.76 over 10 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 ▾
☆Allegheny Financial Group CIK 0001844148 0.553 305 36.7 3.9% 4 -0.1 pp -0.0 pp +3.5 pp +3.9 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 3.4 1.2% 3 +0.5 pp +1.1 pp +1.2 pp +1.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.2 0.0% 3 +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
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 0.6 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 2 +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
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 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
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 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 CDIG). Qtrs Held counts distinct quarters this fund has actually held CDIG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CDIG position size. Δ columns are the percentage-point change in CDIG'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