Signals

← Signals

☆CLOA

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

Flow ranking

Rank#3136
Score / z0.000 / -0.01
Consensus68.61 over 123 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

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)
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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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 89.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 88.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 87.9 0.0% 3 +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 59.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 38.4 1.6% 3 +0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 29.0 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 25.9 3.2% 1 +3.2 pp +0.2 pp +3.2 pp +3.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 23.2 0.0% 3 +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 20.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 14.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 14.7 0.9% 3 +0.0 pp +0.2 pp +0.9 pp +0.9 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 14.5 0.2% 3 +0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 14.0 7.0% 3 +0.1 pp -0.9 pp +7.0 pp +7.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 13.7 1.5% 3 -0.0 pp -0.2 pp +1.5 pp +1.5 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 12.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 12.2 3.8% 3 +0.8 pp +1.1 pp +3.8 pp +3.8 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 12.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 11.8 5.4% 3 +0.6 pp +1.3 pp +5.4 pp +5.4 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 11.3 2.1% 3 -0.8 pp -0.5 pp +2.1 pp +2.1 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 11.3 2.2% 2 +0.5 pp +2.2 pp +2.2 pp +2.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 10.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 10.0 2.1% 3 -0.6 pp -0.4 pp +2.1 pp +2.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 9.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 9.6 4.9% 3 +0.4 pp +2.8 pp +4.9 pp +4.9 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 9.2 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ODonnell Financial Services, LLC CIK 0001730962 0.716 74 7.2 2.5% 3 +2.3 pp +2.3 pp +2.5 pp +2.5 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 6.6 1.4% 3 -0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 5.4 1.6% 5 +0.2 pp +1.4 pp +1.2 pp +1.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 5.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.7 0.0% 3 -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 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POTENTIA WEALTH CIK 0002052308 0.453 60 4.2 1.5% 2 +1.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 4.0 0.1% 3 -0.3 pp -0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aureus Asset Management, LLC CIK 0001381296 0.571 239 3.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆JB Capital LLC CIK 0001879371 0.629 280 3.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3.3 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 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 3.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 3.1 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 2.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 2.3 1.7% 2 +0.7 pp +1.7 pp +1.7 pp +1.7 pp
☆TOEWS CORP /ADV CIK 0000932000 0.096 150 2.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.2 0.0% 3 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 2.1 0.9% 3 -0.6 pp -1.2 pp +0.9 pp +0.9 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockport Wealth LLC CIK 0002022866 0.430 110 2.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 1.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 1.6 0.9% 2 -0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 1.5 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cox Capital Mgt LLC CIK 0001748728 0.206 81 1.5 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.441 181 1.5 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 1.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 1.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 1.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 1.2 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.1 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 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 1.0 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 1.0 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.9 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.5 0.0% 2 +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 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAHAM CAPITAL WEALTH MANAGEMENT, LLC CIK 0001907528 0.166 62 0.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 0.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.3 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fortis Advisors, LLC CIK 0001697478 0.324 122 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 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 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 2 -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
☆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
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 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
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 -1.6 pp -3.0 pp +0.0 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 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
☆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
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Groupe la Francaise CIK 0002056088 0.682 451 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
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 CLOA). Qtrs Held counts distinct quarters this fund has actually held CLOA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CLOA position size. Δ columns are the percentage-point change in CLOA'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