Signals

← Signals

☆CEF

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

Flow ranking

Rank#3280
Score / z0.000 / -0.02
Consensus160.21 over 317 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 181.3 3.3% 5 -1.3 pp -3.4 pp -2.7 pp -2.2 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 169.3 2.2% 5 -1.0 pp -1.7 pp -2.3 pp -1.7 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 167.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 147.7 0.7% 5 -0.2 pp -0.6 pp -0.4 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 134.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Weiss Asset Management LP CIK 0001357550 0.000 613 124.7 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 71.6 0.7% 2 -1.8 pp +0.7 pp +0.7 pp +0.7 pp
☆MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 0.325 51 38.5 4.4% 5 -1.1 pp -1.8 pp -0.8 pp -0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 36.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 36.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 34.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 33.9 0.0% 5 -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 30.1 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 25.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SPROTT INC. (SII) CIK 0001512920 0.660 256 25.6 0.8% 5 -0.1 pp -0.3 pp -0.1 pp -0.2 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 22.8 2.3% 5 -0.4 pp -1.3 pp -0.5 pp -0.3 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 22.7 1.4% 5 -0.4 pp -0.3 pp +0.0 pp +0.2 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 21.9 3.2% 2 -1.0 pp +3.2 pp +3.2 pp +3.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 21.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 19.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 19.4 0.3% 5 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 17.9 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 14.5 0.3% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 14.3 0.9% 5 +0.3 pp +0.4 pp +0.5 pp +0.5 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 14.0 0.6% 3 -0.0 pp -0.7 pp +0.6 pp -0.5 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 14.0 2.2% 5 -0.6 pp -0.7 pp -0.4 pp -0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 13.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 13.3 1.8% 5 -0.6 pp -1.0 pp -0.5 pp -0.3 pp
☆Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 13.2 1.5% 4 +0.7 pp +0.5 pp +0.4 pp +1.5 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 13.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 12.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 12.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 12.6 0.5% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 12.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 10.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 9.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 9.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 9.0 1.3% 5 -0.2 pp -0.5 pp -0.4 pp -0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.7 0.0% 5 -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 8.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cadence Wealth Management LLC CIK 0001845250 0.544 63 8.3 3.7% 5 -0.5 pp -1.5 pp -1.4 pp -1.6 pp
☆PYA Waltman Capital, LLC CIK 0001800135 0.494 67 8.2 2.0% 5 -0.6 pp -2.5 pp -2.8 pp -2.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTREPID CAPITAL MANAGEMENT INC CIK 0001092838 0.287 109 8.0 2.8% 5 -0.9 pp -1.1 pp -0.4 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.9 0.1% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gem Investment Advisors, LLC CIK 0001580018 0.257 35 7.5 4.6% 2 -4.2 pp +4.6 pp +4.6 pp +4.6 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 7.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 7.3 6.2% 2 -2.1 pp +6.2 pp +6.2 pp +6.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 7.2 0.3% 6 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 7.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 6.7 0.6% 5 -0.2 pp -1.3 pp -1.1 pp -1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 6.4 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Chicago Capital, LLC CIK 0001740053 0.632 360 6.3 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.7 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.3 0.0% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 5.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +0.3 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 5.1 1.2% 5 -0.4 pp -0.4 pp -0.1 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 4.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 4.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 4.8 1.0% 5 -0.3 pp -0.3 pp -0.1 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 4.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 4.3 0.4% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 4.2 0.3% 5 -0.1 pp +0.1 pp +0.3 pp -0.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 4.1 0.7% 5 -0.2 pp -0.2 pp -0.0 pp +0.1 pp
☆CHASE INVESTMENT COUNSEL CORP CIK 0000019475 0.116 138 4.0 0.8% 5 -0.4 pp -0.4 pp -0.3 pp -0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 3.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.8 0.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Demars Financial Group, LLC CIK 0001723115 0.574 113 3.8 1.1% 5 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 3.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 3.6 0.6% 5 -0.2 pp -0.2 pp -0.2 pp -0.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 3.5 0.3% 5 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 3.0 0.7% 5 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 2.9 0.4% 5 -0.2 pp -0.2 pp -0.0 pp +0.2 pp
☆SBE LLC DBA CEDAR COVE WEALTH PARTNERS CIK 0002111343 0.221 91 2.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CAMELOT TECHNOLOGY ADVISORS, INC. CIK 0002021818 0.479 59 2.8 1.9% 5 -0.8 pp +0.7 pp +1.2 pp +1.3 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 2.8 1.5% 5 -0.5 pp -1.1 pp -0.8 pp -0.6 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 2.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 2.7 0.3% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 2.7 1.0% 2 -0.3 pp +1.0 pp -0.5 pp -0.4 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.6 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 2.5 1.8% 5 -0.3 pp -0.1 pp +0.5 pp +0.7 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 2.5 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 2.4 0.2% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 2.3 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 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sonoma Private Wealth LLC CIK 0001965757 0.212 72 2.3 2.4% 5 -1.0 pp -0.9 pp -0.1 pp +0.3 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 2.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Planning Navigators CORP CIK 0002102043 0.755 70 2.2 0.8% 2 -1.3 pp +0.8 pp +0.8 pp +0.8 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 2.1 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 2.1 0.2% 4 -0.3 pp +0.2 pp -0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Titiun Yejiel CIK 0002118914 0.166 39 2.0 1.7% 2 -0.7 pp +1.7 pp +1.7 pp +1.7 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 1.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Harfst & Associates, Inc. CIK 0001649147 0.714 124 1.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 1.7 0.8% 5 -0.4 pp -0.5 pp -0.3 pp -0.3 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 1.7 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆St. James Investment Company, LLC CIK 0001504492 0.506 24 1.7 0.3% 5 -0.1 pp -0.3 pp -0.2 pp -0.1 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hunter Perkins Capital Management, LLC CIK 0001808919 0.353 149 1.6 0.4% 5 -0.1 pp -0.2 pp -0.1 pp -0.0 pp
☆Wilmar Advisors LLC CIK 0002052481 0.756 23 1.6 1.2% 5 -0.5 pp -0.6 pp -0.9 pp -1.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.6 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 1.5 0.1% 5 +0.0 pp -1.0 pp -0.7 pp -0.7 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bull Harbor Capital LLC CIK 0002135047 0.081 552 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 1.4 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.2 0.1% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Quilter Plc CIK 0001770632 0.827 131 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 0.0 0.0% 0 -0.8 pp -1.0 pp -0.9 pp -0.9 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 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
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 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
☆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
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DV Trading LLC CIK 0001721757 0.000 395 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Quarterback LLC CIK 0001803386 0.360 171 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Schiavi & Co LLC CIK 0001840014 0.886 60 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 -2.2 pp -1.1 pp -0.9 pp -0.9 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.5 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
☆Expressive Wealth LLC CIK 0002026980 0.120 133 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 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
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 0 -1.1 pp -1.1 pp -0.9 pp +0.0 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -0.0 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
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp -1.4 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grandview Asset Management LLC CIK 0001766791 0.487 146 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.4 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
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.0 0.0% 0 -0.9 pp -0.8 pp -0.6 pp -0.5 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 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 -0.1 pp -0.1 pp +0.0 pp
☆Logan Stone Capital, LLC CIK 0001535521 0.058 155 0.0 0.0% 0 -1.7 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
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.2 pp +0.0 pp -0.2 pp -0.1 pp
☆Suncoast Equity Management CIK 0001315059 0.572 63 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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 (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