Signals

← Signals

☆CEF

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

Flow ranking

Rank#2999
Score / z0.000 / -0.01
Consensus154.54 over 291 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

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0

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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 338.5 6.6% 3 +0.6 pp +1.1 pp +6.6 pp +6.6 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 257.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 222.2 3.9% 3 -0.6 pp -0.0 pp +3.9 pp +3.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 170.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 164.8 1.3% 3 +0.2 pp +0.6 pp +1.3 pp +1.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 58.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 0.325 51 50.9 6.2% 3 +1.0 pp +1.6 pp +6.2 pp +6.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 49.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 42.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 37.2 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 37.0 3.6% 3 +0.8 pp +1.0 pp +3.6 pp +3.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 35.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPROTT INC. (SII) CIK 0001512920 0.660 256 32.1 1.1% 3 +0.2 pp +0.1 pp +1.1 pp +1.1 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 31.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 28.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 28.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 26.9 1.8% 3 +0.3 pp +0.5 pp +1.8 pp +1.8 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 26.3 1.4% 1 +1.4 pp +0.3 pp +1.4 pp +1.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 23.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 22.1 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 20.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 20.5 1.9% 3 +0.2 pp +0.3 pp +1.9 pp +1.9 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 20.2 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 18.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 18.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 18.3 2.8% 3 +0.5 pp +0.7 pp +2.8 pp +2.8 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 18.3 6.7% 3 -0.2 pp +0.4 pp +6.7 pp +6.7 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 17.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 17.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PYA Waltman Capital, LLC CIK 0001800135 0.494 67 16.5 4.4% 3 -0.3 pp +0.1 pp +4.4 pp +4.4 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 16.3 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 16.2 1.1% 3 +0.3 pp +0.3 pp +1.1 pp +1.1 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 15.8 2.9% 3 +0.3 pp +0.6 pp +2.9 pp +2.9 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 15.1 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.4 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 13.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 12.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 12.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 11.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 11.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 11.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 11.0 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 10.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Cadence Wealth Management LLC CIK 0001845250 0.544 63 10.7 5.2% 3 +0.1 pp -0.2 pp +5.2 pp +5.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 10.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆INTREPID CAPITAL MANAGEMENT INC CIK 0001092838 0.287 109 10.1 3.9% 3 +0.6 pp +1.0 pp +3.9 pp +3.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 9.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.4 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 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 8.9 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 8.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 8.3 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 7.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 7.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 7.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Chicago Capital, LLC CIK 0001740053 0.632 360 7.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 6.1 1.6% 3 +0.2 pp +0.4 pp +1.6 pp +1.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 5.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 5.7 1.2% 3 +0.2 pp +0.2 pp +1.2 pp +1.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 5.1 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Fore Capital, LLC CIK 0001714672 0.010 47 5.0 6.7% 3 +1.5 pp +0.1 pp +6.7 pp +6.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 4.9 0.9% 3 +0.2 pp +0.2 pp +0.9 pp +0.9 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 4.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 4.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CHASE INVESTMENT COUNSEL CORP CIK 0000019475 0.116 138 4.6 1.3% 3 +0.2 pp +0.3 pp +1.3 pp +1.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 4.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 4.1 0.8% 3 +0.1 pp -0.4 pp +0.8 pp +0.8 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 3.9 2.7% 3 +0.3 pp +0.5 pp +2.7 pp +2.7 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 3.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Demars Financial Group, LLC CIK 0001723115 0.574 113 3.6 1.2% 3 +0.2 pp +0.2 pp +1.2 pp +1.2 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 3.5 0.9% 3 +0.2 pp +0.2 pp +0.9 pp +0.9 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆St. James Investment Company, LLC CIK 0001504492 0.505 24 3.5 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 3.3 0.6% 3 +0.1 pp +0.4 pp +0.6 pp +0.6 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 3.1 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 2.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 2.9 0.2% 3 +0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 2.9 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 2.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Sonoma Private Wealth LLC CIK 0001965757 0.212 72 2.8 3.3% 3 +0.8 pp +1.2 pp +3.3 pp +3.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 2.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 2.6 1.8% 3 +0.6 pp +0.8 pp +1.8 pp +1.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 2.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hunter Perkins Capital Management, LLC CIK 0001808919 0.353 149 2.5 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Wilmar Advisors LLC CIK 0002052481 0.756 23 2.3 1.8% 3 -0.3 pp -0.4 pp +1.8 pp +1.8 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 2.2 1.3% 3 +0.2 pp +0.2 pp +1.3 pp +1.3 pp
☆Argent Trust Co CIK 0001625292 0.533 769 2.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 2.0 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.9 0.0% 1 +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 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.8 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 1.7 1.0% 3 +0.2 pp +0.1 pp +1.0 pp +1.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 1.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆CAMELOT TECHNOLOGY ADVISORS, INC. CIK 0002021818 0.479 59 1.6 1.2% 3 +0.5 pp +0.6 pp +1.2 pp +1.2 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockport Wealth LLC CIK 0002022866 0.430 110 1.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 1.3 0.8% 3 +0.2 pp +0.3 pp +0.8 pp +0.8 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
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 1.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CapitalatWork S.A. CIK 0002135126 0.670 93 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 0.0 0.0% 0 -0.6 pp -0.5 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
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -1.6 pp -1.4 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 CEF). Qtrs Held counts distinct quarters this fund has actually held CEF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CEF position size. Δ columns are the percentage-point change in CEF'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