Signals

CLS

550 in-universe funds with a nonzero position in CLS within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23173
Score / z-0.030 / -0.06
Consensus193.57 over 380 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-4% / 1.1d

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
FMR LLC CIK 0000315066 0.989 5571 1,388.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 725.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whale Rock Capital Management LLC CIK 0001387322 0.676 35 724.2 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 418.2 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 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 330.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 319.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 291.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 286.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 271.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 256.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 236.1 0.0% 1 +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 225.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 219.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 202.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value Aligned Research Advisors, LLC CIK 0001963565 0.606 59 186.0 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 176.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 166.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 153.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 151.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jericho Capital Asset Management L.P. CIK 0001525234 0.425 29 150.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 143.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 138.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 136.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SRS Investment Management, LLC CIK 0001503174 0.907 32 135.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
FIL Ltd CIK 0000318989 0.878 1140 122.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 116.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 98.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 95.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 91.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 91.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 90.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 86.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Portolan Capital Management, LLC CIK 0001350290 0.078 148 85.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 83.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 81.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 79.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 75.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 73.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 71.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 70.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 66.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HERALD INVESTMENT MANAGEMENT Ltd CIK 0001512022 0.228 92 61.0 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 60.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Analog Century Management LP CIK 0001753384 0.298 25 58.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
DISCOVERY CAPITAL MANAGEMENT, LLC / CT CIK 0001389507 0.126 113 57.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Swiss National Bank CIK 0001582202 0.961 2301 54.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 53.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LMR Partners LLP CIK 0001578621 0.225 1167 51.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Carmignac Gestion CIK 0001569758 0.744 94 50.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Broad Peak Investment Advisers Pte Ltd CIK 0001547349 0.565 21 50.3 15.7% 1 +15.7 pp +15.7 pp +15.7 pp +15.7 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 49.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NEUMEIER POMA INVESTMENT COUNSEL LLC CIK 0001044936 0.451 42 47.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Amundi CIK 0001330387 0.000 1 47.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 44.6 0.0% 1 +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 43.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 42.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 42.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 41.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 41.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 40.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 39.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 35.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 35.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Junto Capital Management LP CIK 0001595880 0.030 80 34.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 34.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CastleKnight Management LP CIK 0001835751 0.112 402 33.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 32.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 32.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 30.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 30.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 30.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rivermont Capital Management LP CIK 0001965613 0.110 20 29.8 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
Intrinsic Edge Capital Management LLC CIK 0001671754 0.047 102 27.6 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 26.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LIGHT STREET CAPITAL MANAGEMENT, LLC CIK 0001569049 0.339 27 26.4 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 26.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 26.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Think Investments LP CIK 0001635999 0.105 21 23.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 23.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 22.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 22.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
G2 Investment Partners Management LLC CIK 0001593404 0.055 73 22.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
ARDSLEY ADVISORY PARTNERS LP CIK 0000900529 0.026 130 21.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 20.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GF FUND MANAGEMENT CO. LTD. CIK 0002057060 0.516 587 20.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 20.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 19.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 19.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 18.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 17.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SELDON CAPITAL LP CIK 0001867731 0.151 74 17.5 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 17.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 15.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Zweig-DiMenna Associates LLC CIK 0001533950 0.164 70 15.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 15.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 14.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Triasima Portfolio Management inc. CIK 0001938757 0.172 127 14.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 14.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NewGen Asset Management Ltd CIK 0001845012 0.081 29 14.0 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
SCALAR GAUGE MANAGEMENT, LLC CIK 0001965542 0.041 26 14.0 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 13.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 13.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIRIOS CAPITAL MANAGEMENT L P CIK 0001104883 0.359 86 13.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 13.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Divisadero Street Capital Management, LP CIK 0001901865 0.210 140 12.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
AVIVA PLC CIK 0001140022 0.925 854 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 12.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 11.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dilation Capital Management LP CIK 0001922880 0.055 20 11.8 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Talos Eurisko Asset Management LP CIK 0002041062 0.000 24 11.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
OAK RIDGE INVESTMENTS LLC CIK 0001054554 0.367 170 11.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
AXA S.A. CIK 0000898427 0.038 46 11.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Simcoe Capital Management, LLC CIK 0001633362 0.544 14 11.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
E Fund Management Co., Ltd. CIK 0001842296 0.366 488 11.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 10.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ellsworth Advisors, LLC CIK 0001843553 0.117 182 10.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 10.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHASE INVESTMENT COUNSEL CORP CIK 0000019475 0.116 138 10.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Robeco Schweiz AG CIK 0001418427 0.613 126 9.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 9.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
APIS CAPITAL ADVISORS, LLC CIK 0001386892 0.194 60 9.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 8.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 8.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 8.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rokos Capital Management LLP CIK 0001666335 0.000 134 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cunning Capital Partners, LP CIK 0001571075 0.389 55 8.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 8.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Maytus Capital Management, LLC CIK 0001708759 0.000 62 8.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 7.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 7.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Westover Capital Advisors, LLC CIK 0001483467 0.358 240 7.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Alight Capital Management LP CIK 0001651473 0.049 76 7.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 6.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barrier Capital Management, LLC CIK 0001909089 0.081 18 5.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
AYAL Capital Advisors Ltd CIK 0002011524 0.017 39 5.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
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OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.1 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +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% 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +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% 1 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd CIK 0001869164 0.006 126 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
111 Capital CIK 0002060412 0.025 488 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
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 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 CLS). Qtrs Held counts distinct quarters this fund has actually held CLS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CLS position size. Δ columns are the percentage-point change in CLS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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