Signals

CLSE

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

Flow ranking

Rank#3455
Score / z0.000 / -0.02
Consensus49.66 over 99 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)
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
LPL Financial LLC CIK 0001403438 0.957 5996 45.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 30.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 30.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 28.2 1.1% 6 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
Riverwater Partners LLC CIK 0001882572 0.130 209 17.4 5.2% 5 +0.2 pp -0.3 pp -0.4 pp -0.6 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 14.6 3.5% 5 +0.4 pp +1.0 pp +2.2 pp +3.3 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 13.0 1.3% 2 +1.1 pp +1.3 pp +1.3 pp +1.3 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 12.5 3.1% 4 +1.0 pp +1.3 pp +1.4 pp +3.1 pp
COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 12.3 7.4% 5 +0.6 pp +0.8 pp +1.0 pp +2.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 11.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 8.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.242 513 6.7 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 6.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 6.3 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 5.3 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 4.4 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Creative Planning CIK 0001540235 0.979 4196 4.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 3.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 3.0 0.3% 5 -0.5 pp -0.5 pp -0.6 pp -0.2 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 2.7 0.9% 2 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 2.3 0.7% 4 +0.2 pp +0.3 pp +0.6 pp +0.7 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guilbault Capital LLC CIK 0002134737 0.306 73 1.8 1.8% 2 +1.3 pp +1.8 pp +1.8 pp +1.8 pp
Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 1.8 1.0% 4 +0.2 pp +0.3 pp +0.6 pp +1.0 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.160 104 1.7 1.1% 5 +1.0 pp +0.6 pp +0.7 pp +0.9 pp
FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Denver PWM, LLC CIK 0001657980 0.608 89 1.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 1.6 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.301 102 1.5 1.3% 3 +0.2 pp +0.8 pp +1.3 pp +1.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Operose Advisors LLC CIK 0001909750 0.647 522 1.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Castleview Partners, LLC CIK 0001737088 0.131 223 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 1.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.3 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FLC Capital Advisors CIK 0001713697 0.549 229 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 0.6 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Able Wealth Management LLC CIK 0002011908 0.307 182 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Commerce Advisors, LLC CIK 0001567247 0.122 128 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PlanVest Financial, Inc CIK 0002135239 0.242 597 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.2 0.0% 1 +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 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.1 0.0% 2 +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% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 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% 5 +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
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davidson Capital Management Inc. CIK 0001808748 0.604 96 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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
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
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
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 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
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 +0.0 pp -0.0 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
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.2 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 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 CLSE). Qtrs Held counts distinct quarters this fund has actually held CLSE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CLSE position size. Δ columns are the percentage-point change in CLSE'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