Signals

CLBT

236 in-universe funds with a nonzero position in CLBT within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24521
Score / z-2.032 / -3.05
Consensus83.94 over 137 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-17 Gruber Dafna A
2026-09-17 Baudot-Trajtenberg Nadine A
2026-09-17 Richardson Troy A
2026-09-17 Van Buren Brandon A

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
True Wind Capital Management, L.P. CIK 0001824827 0.865 2 256.8 94.2% 2 +0.4 pp +94.2 pp +94.2 pp +94.2 pp
FMR LLC CIK 0000315066 0.989 5571 112.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 103.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pertento Partners LLP CIK 0001894571 0.801 14 86.1 10.5% 2 +5.2 pp +10.5 pp +10.5 pp +10.5 pp
Voss Capital, LP CIK 0001730145 0.676 35 82.4 5.7% 2 +0.0 pp +5.7 pp +5.7 pp +5.7 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 69.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXON ENTERPRISE, INC. (AXON) CIK 0001069183 0.000 1 68.2 100.0% 2 +0.0 pp +100.0 pp +100.0 pp +100.0 pp
COOPER CREEK PARTNERS MANAGEMENT LLC CIK 0001512162 0.071 87 56.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 53.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 53.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Granahan Investment Management, LLC CIK 0001026710 0.275 150 48.7 2.0% 2 +1.9 pp +2.0 pp +2.0 pp +2.0 pp
Nine Ten Capital Management LLC CIK 0001635236 0.765 8 45.9 11.8% 2 +1.7 pp +11.8 pp +11.8 pp +11.8 pp
Capital Research Global Investors CIK 0001422848 0.983 426 44.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portolan Capital Management, LLC CIK 0001350290 0.078 148 44.8 2.4% 2 +1.4 pp +2.4 pp +2.4 pp +2.4 pp
Nuveen, LLC CIK 0001871926 0.966 3735 39.8 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 31.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070 0.328 107 31.5 3.5% 2 +1.1 pp +3.5 pp +3.5 pp +3.5 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 30.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenhaven Road Investment Management, L.P. CIK 0001741129 0.495 17 30.6 12.6% 2 +4.1 pp +12.6 pp +12.6 pp +12.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 28.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 28.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 27.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 27.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Pembroke Management, LTD CIK 0001063497 0.301 100 25.9 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 24.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 23.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 20.0 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 20.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thematics Asset Management CIK 0001956031 0.494 125 19.8 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 17.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 14.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 13.7 0.0% 2 -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 12.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 12.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 12.2 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 11.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
APIS CAPITAL ADVISORS, LLC CIK 0001386892 0.194 60 11.3 2.5% 2 +0.5 pp +2.5 pp +2.5 pp +2.5 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 11.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Telemark Asset Management, LLC CIK 0001420816 0.498 57 11.1 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 9.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 9.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 8.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 8.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 8.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 8.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Motley Fool Asset Management LLC CIK 0001512814 0.684 249 8.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 7.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 6.9 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
Robertson Opportunity Capital, LLC CIK 0001352122 0.555 29 6.7 2.3% 2 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LIGHT STREET CAPITAL MANAGEMENT, LLC CIK 0001569049 0.339 27 6.6 1.1% 2 -0.7 pp +1.1 pp +1.1 pp +1.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 6.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crescent Park Management, L.P. CIK 0001629984 0.000 11 5.9 2.6% 2 -1.3 pp +2.6 pp +2.6 pp +2.6 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPHERA FUNDS MANAGEMENT LTD. CIK 0001496201 0.149 97 5.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 5.3 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.170 151 5.2 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Praesidium Investment Management Company, LLC CIK 0001320769 0.674 12 5.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONNORS INVESTOR SERVICES INC CIK 0000884548 0.348 153 4.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Yiheng Capital Management, L.P. CIK 0001447228 0.581 25 4.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Norwood Investment Partners, LP CIK 0001888610 0.318 14 4.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 4.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 3.9 0.0% 2 +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 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redmond Asset Management, LLC CIK 0001567890 0.222 199 3.6 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roubaix Capital, LLC CIK 0001769700 0.005 50 3.5 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
Sphera Management Technology Funds Ltd CIK 0002030525 0.102 83 3.2 1.6% 2 +0.9 pp +1.6 pp +1.6 pp +1.6 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 2.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Strategic Advisors LLC CIK 0001569119 0.191 164 2.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARK Investment Management LLC CIK 0001697748 0.764 190 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 2.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 2.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
G2 Investment Partners Management LLC CIK 0001593404 0.055 73 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCALAR GAUGE MANAGEMENT, LLC CIK 0001965542 0.041 26 1.7 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
Militia Capital Partners, LP CIK 0001837496 0.040 182 1.7 0.8% 3 +0.6 pp +0.2 pp +0.8 pp +0.8 pp
Siren, L.L.C. CIK 0002005245 0.594 115 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WISCONSIN CAPITAL MANAGEMENT LLC CIK 0000926833 0.447 47 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INVESTOR AB CIK 0000889232 0.993 7 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shay Capital LLC CIK 0001723643 0.044 394 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alamea Verwaltungs GmbH CIK 0001727645 0.240 73 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Yarbrough Capital, LLC CIK 0001767686 0.931 88 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.4 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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evolutionary Tree Capital Management, LLC CIK 0001844345 0.057 29 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 0.3 0.0% 1 +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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diametric Capital, LP CIK 0001719087 0.000 473 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestcor Inc CIK 0001536925 0.400 1189 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 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
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.550 969 0.0 0.0% 2 -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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 1 +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% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Altshuler Shaham Ltd CIK 0001324290 0.550 464 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CROSSLINK CAPITAL INC CIK 0001104329 0.783 22 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PDT Partners, LLC CIK 0001564702 0.042 489 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Papamarkou Wellner Asset Management inc. CIK 0002063952 0.430 75 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 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
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clayton Partners LLC CIK 0001550509 0.242 44 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.0 0.0% 0 -0.4 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
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 0 -1.1 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
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 -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
Petrus Trust Company, LTA CIK 0001473429 0.705 27 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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
Man Group plc CIK 0001637460 0.631 2032 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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
Axim Planning & Wealth CIK 0001950607 0.146 89 0.0 0.0% 0 -0.2 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 CLBT). Qtrs Held counts distinct quarters this fund has actually held CLBT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CLBT position size. Δ columns are the percentage-point change in CLBT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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