Signals

CEMB

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

Flow ranking

Rank#1289
Score / z0.035 / 0.01
Consensus40.63 over 63 funds
Momentumnot computed

Price & positioning

170 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
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 26.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 25.8 8.7% 4 +0.5 pp +0.4 pp -0.5 pp +8.7 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 21.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 15.4 1.1% 4 +0.4 pp +0.4 pp +0.4 pp +1.1 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 13.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 11.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 4.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Capital Management LP CIK 0001696731 0.833 60 3.8 0.9% 4 +0.3 pp +0.3 pp +0.4 pp +0.9 pp
NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 3.7 1.8% 4 +0.2 pp +0.2 pp +0.1 pp +1.8 pp
SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 3.5 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 3.3 2.3% 3 -0.0 pp +0.0 pp +2.3 pp +2.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allie Family Office LLC CIK 0001908612 0.456 107 2.5 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 1.4 0.4% 3 -0.4 pp -0.4 pp +0.4 pp +0.4 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.0 0.0% 2 +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 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.8 0.2% 6 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 0.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Farrell Financial LLC CIK 0002031235 0.502 83 0.7 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DORVAL Corp CIK 0001999144 0.667 49 0.6 0.2% 4 -2.1 pp -2.9 pp -4.1 pp +0.2 pp
Stronghold Wealth Management L.L.C. CIK 0002107257 0.112 131 0.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
First Growth Capital LLC CIK 0002112081 0.183 136 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
David Kennon Inc CIK 0001954126 0.575 45 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.2 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.1 0.0% 4 +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
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 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 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 3 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 +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
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
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
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealth Advisory Team LLC CIK 0002039196 0.609 39 0.0 0.0% 0 -0.3 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
Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 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
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 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 CEMB). Qtrs Held counts distinct quarters this fund has actually held CEMB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CEMB position size. Δ columns are the percentage-point change in CEMB'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