Signals

← Signals

☆CLX

1487 in-universe funds with a nonzero position in CLX within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#820
Score / z0.140 / 0.15
Consensus341.36 over 658 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

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 1
FiledFormItems
2026-08-03 8-K 2.02, 7.01, 9.01
2026-06-17 8-K 5.02, 7.01, 9.01
2026-05-28 8-K 5.02, 7.01, 9.01
2026-05-11 8-K 8.01, 9.01
2026-04-30 8-K 2.02, 7.01, 9.01
2026-04-01 8-K 7.01, 8.01, 9.01
2026-03-10 8-K 1.01, 2.03, 9.01
2026-02-03 8-K 2.02, 7.01, 9.01
2026-01-22 8-K 7.01, 8.01, 9.01
2025-11-20 8-K 5.07, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

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
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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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 958.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 804.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 753.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 573.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 553.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 310.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 283.7 0.2% 5 -0.1 pp -0.1 pp -0.1 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 214.4 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 197.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 189.0 0.0% 5 +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 179.8 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 168.5 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 156.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 151.0 0.0% 5 -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 123.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 119.1 1.9% 5 +0.4 pp +0.7 pp +0.2 pp +0.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 115.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 114.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 111.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 109.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 108.5 0.0% 5 -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 104.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 89.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Amundi CIK 0001330387 0.000 1 82.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 82.0 0.1% 5 -0.0 pp +0.0 pp -0.3 pp -0.2 pp
☆WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 78.3 0.3% 1 +0.3 pp +0.3 pp +0.0 pp -0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 68.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 66.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 64.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 64.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 60.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 55.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 51.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NUANCE INVESTMENTS, LLC CIK 0001473182 0.195 52 50.5 8.6% 5 +1.2 pp -0.2 pp -0.1 pp +0.7 pp
☆JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 49.5 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Vest Financial, LLC CIK 0001709632 0.555 420 46.5 0.5% 5 -0.1 pp -0.0 pp -0.2 pp -0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 45.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 40.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 40.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 39.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 38.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 35.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Minneapolis Portfolio Management Group, LLC CIK 0001317253 0.558 34 35.1 3.3% 2 -0.8 pp +3.3 pp +3.3 pp +3.3 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 34.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 32.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 32.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 32.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 31.0 1.3% 3 -0.1 pp +0.3 pp +1.3 pp +1.3 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 30.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 30.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 29.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 29.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 29.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 27.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 26.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 26.7 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fundsmith LLP CIK 0001569205 0.605 41 25.9 0.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆MAC Alpha Capital Management, LP CIK 0002111003 0.511 22 25.2 11.7% 2 +3.2 pp +11.7 pp +11.7 pp +11.7 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 25.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 23.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 23.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Willis Investment Counsel CIK 0001310929 0.439 125 21.9 1.0% 5 -0.3 pp -0.0 pp -0.5 pp -0.5 pp
☆TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 20.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 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 19.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 19.2 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 16.6 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 16.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 16.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 16.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 14.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 14.3 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 13.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 13.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 13.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 12.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 12.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 12.4 0.6% 3 +0.5 pp -0.0 pp +0.6 pp +0.6 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 12.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 12.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 12.3 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lombard Odier Asset Management (Switzerland) SA CIK 0001535660 0.603 453 12.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 12.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 11.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 11.1 0.1% 5 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆Meiji Yasuda Asset Management Co Ltd. CIK 0001491685 0.417 596 11.1 0.5% 5 -0.1 pp +0.3 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 11.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 11.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ICICI Prudential Asset Management Co Ltd CIK 0001697850 0.300 157 10.5 1.1% 5 -0.0 pp +0.1 pp +0.3 pp +0.6 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 10.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 10.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 10.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 9.8 0.0% 5 -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 9.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 9.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 9.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 9.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 9.5 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 9.2 0.4% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 9.2 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 9.0 1.3% 5 +0.3 pp +0.4 pp +0.5 pp +0.5 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 8.9 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 8.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 8.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 8.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 7.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 7.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 7.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 7.3 0.2% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 7.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆America First Investment Advisors, LLC CIK 0001308778 0.569 45 7.2 1.3% 5 -0.1 pp -0.0 pp -0.4 pp -0.5 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 7.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 7.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 6.9 0.7% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 6.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 6.4 0.1% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆WILKINS INVESTMENT COUNSEL INC CIK 0001276853 0.416 119 6.3 0.9% 5 -0.1 pp +0.0 pp +0.6 pp +0.6 pp
☆Swedbank AB CIK 0000946431 0.941 696 6.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 6.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 6.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 6.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 6.1 0.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bell Bank CIK 0001002672 0.895 195 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 5.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 5.6 0.4% 7 -0.1 pp +0.0 pp -0.3 pp -0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 5.5 0.8% 5 -0.1 pp -0.0 pp -0.0 pp +0.5 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Boston Trust Walden Corp CIK 0001534866 0.672 396 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.3 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 +0.0 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
☆111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp -0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Carmignac Gestion CIK 0001569758 0.744 94 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Pegasus Asset Management, Inc. CIK 0001729049 0.456 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp -0.1 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
☆PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sone Capital Management, LLC CIK 0002026215 0.034 108 0.0 0.0% 0 +0.0 pp -1.4 pp -0.3 pp -1.4 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Zullo Investment Group, Inc. CIK 0001909760 0.406 157 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Convergence Investment Partners, LLC CIK 0001456133 0.067 241 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆MidFirst Bank CIK 0002077076 0.526 943 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delta Global Management LP CIK 0001992724 0.029 149 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp +0.0 pp
☆Ilex Capital Partners (UK) LLP CIK 0001985486 0.000 147 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kemnay Advisory Services Inc. CIK 0001555283 0.677 1169 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McCollum Christoferson Group LLC CIK 0001727573 0.271 80 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.0 0.0% 0 -0.4 pp -0.2 pp -0.3 pp +0.0 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wolfstich Capital, LLC CIK 0002047009 0.461 19 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Torrey Growth & Income Advisors CIK 0002087822 0.378 108 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.9 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.7 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALPINE WOODS CAPITAL INVESTORS, LLC CIK 0001226886 0.125 218 0.0 0.0% 0 -0.8 pp -0.1 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CapWealth Advisors, LLC CIK 0001531809 0.480 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 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
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH CIK 0001142433 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 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 CLX). Qtrs Held counts distinct quarters this fund has actually held CLX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CLX position size. Δ columns are the percentage-point change in CLX'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