Signals

CDX

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

Flow ranking

Rank#3274
Score / z0.000 / -0.02
Consensus33.03 over 62 funds
Momentumnot computed

Price & positioning

227 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
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 41.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 35.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 25.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Park Edge Advisors, LLC CIK 0001965659 0.444 149 16.3 3.5% 5 -0.2 pp -0.3 pp -0.3 pp -0.2 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 16.0 1.6% 4 -0.1 pp -0.1 pp +0.2 pp +1.6 pp
Altiora Financial Group, LLC CIK 0001986156 0.665 112 12.1 1.9% 5 -1.3 pp -2.2 pp -2.3 pp +0.8 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 9.1 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 7.9 1.4% 4 -0.4 pp -0.2 pp +0.8 pp +1.4 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 7.9 0.1% 7 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 7.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 6.7 0.3% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 6.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 5.8 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 5.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 5.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.3 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 4.9 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 4.3 1.4% 4 -0.3 pp -0.4 pp +0.3 pp +1.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Security National Bank CIK 0001719739 0.452 392 3.7 0.4% 4 -0.2 pp -0.2 pp -0.2 pp +0.4 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 3.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Centennial Wealth Advisory LLC CIK 0001839421 0.441 181 2.1 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 2.0 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Wealth Advisors LLC CIK 0002136099 0.284 77 1.0 0.9% 2 -1.3 pp +0.9 pp +0.9 pp +0.9 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WealthCare Asset Management, LLC CIK 0002034181 0.022 73 0.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.7 0.1% 4 -0.2 pp +0.0 pp +0.1 pp +0.1 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Cooper Financial Group CIK 0001751581 0.393 448 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BayBridge Capital Group, LLC CIK 0001898297 0.330 96 0.5 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.4 0.0% 5 +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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.3 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
MBA Advisors LLC CIK 0001848704 0.403 164 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.1 0.1% 2 -0.6 pp +0.1 pp +0.1 pp +0.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +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 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 3 -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
Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 4 -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
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 3 +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% 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
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HRT FINANCIAL LP CIK 0001475597 0.003 4113 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% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 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
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 -1.1 pp -0.4 pp -0.1 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
STANCE CAPITAL LLC CIK 0002056334 0.005 340 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 -2.0 pp -2.0 pp -2.0 pp -2.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 -0.2 pp -0.4 pp -0.2 pp +0.0 pp
Kensington Asset Management, LLC CIK 0001979884 0.823 39 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
RiverTree Advisors, LLC CIK 0001872501 0.247 72 0.0 0.0% 0 +0.0 pp -1.8 pp -2.6 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Cove Street Capital, LLC CIK 0001531612 0.084 96 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 +0.0 pp -0.7 pp -1.4 pp -0.7 pp
GKV Capital Management Co., Inc. CIK 0002052321 0.350 83 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +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 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 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 CDX). Qtrs Held counts distinct quarters this fund has actually held CDX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CDX position size. Δ columns are the percentage-point change in CDX'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