Signals

CLX

1402 in-universe funds with a nonzero position in CLX within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1352
Score / z0.029 / 0.01
Consensus381.36 over 714 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Accruals F-score Issuance as of 2026Q3
Accrual ratio0.048
F-score3
M-score-2.18
Net issuance12.4%

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
Quarters Held

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 1,054.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 855.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 503.6 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 333.3 0.0% 4 +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 281.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 165.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 165.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 157.1 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 152.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 147.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 147.0 0.0% 4 +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 145.7 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 132.7 0.0% 4 +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 130.4 0.0% 4 +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 128.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 119.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 108.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 96.6 1.5% 4 +0.3 pp -0.1 pp -0.1 pp +1.5 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 96.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 94.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 77.5 0.0% 4 +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 75.6 0.1% 4 +0.0 pp -0.3 pp -0.2 pp +0.1 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 75.3 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 71.7 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 71.2 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 70.6 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 65.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 56.1 0.4% 4 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 54.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NUANCE INVESTMENTS, LLC CIK 0001473182 0.195 52 52.7 7.3% 4 -1.4 pp -1.4 pp -0.6 pp +7.3 pp
Vest Financial, LLC CIK 0001709632 0.555 420 48.5 0.6% 4 +0.0 pp -0.1 pp -0.1 pp +0.6 pp
Ilex Capital Partners (UK) LLP CIK 0001985486 0.000 147 45.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 44.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 43.0 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 41.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 39.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Minneapolis Portfolio Management Group, LLC CIK 0001317253 0.558 34 38.8 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 38.7 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 38.3 0.1% 4 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 37.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 37.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 36.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 35.8 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 34.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 34.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 32.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 31.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 30.8 1.4% 2 +0.5 pp +1.4 pp +1.4 pp +1.4 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 30.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 28.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 27.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Fundsmith LLP CIK 0001569205 0.605 41 26.7 0.2% 4 -0.2 pp -0.2 pp -0.1 pp +0.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 26.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 26.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 26.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Willis Investment Counsel CIK 0001310929 0.439 125 23.8 1.3% 4 +0.2 pp -0.3 pp -0.3 pp +1.3 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 23.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 22.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 22.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 20.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.441 548 20.7 0.4% 4 +0.0 pp -0.1 pp -0.1 pp +0.4 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 19.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 19.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 18.8 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 18.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 18.3 0.3% 4 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 18.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Employees Provident Fund Board CIK 0001600177 0.852 68 17.8 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.2 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 17.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 17.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 17.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 17.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 16.8 0.5% 4 +0.0 pp -0.1 pp +0.3 pp +0.5 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 16.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 16.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 15.9 0.0% 4 -0.0 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 15.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 15.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAC Alpha Capital Management, LP CIK 0002111003 0.531 21 14.5 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 14.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 14.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 14.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 13.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 12.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 12.8 0.0% 4 -0.1 pp -0.3 pp -0.3 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 12.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 12.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 11.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lombard Odier Asset Management (Switzerland) SA CIK 0001535660 0.603 453 11.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 11.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Meiji Yasuda Asset Management Co Ltd. CIK 0001491685 0.417 596 11.2 0.6% 4 +0.3 pp +0.3 pp +0.3 pp +0.6 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 11.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 11.1 0.1% 6 +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 11.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 11.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 10.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 10.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 10.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 9.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ICICI Prudential Asset Management Co Ltd CIK 0001697850 0.300 157 9.6 1.2% 4 +0.1 pp +0.3 pp +0.6 pp +1.2 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 9.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 9.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 9.0 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 8.7 0.0% 4 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 8.7 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 8.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 8.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 8.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 7.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
America First Investment Advisors, LLC CIK 0001308778 0.569 45 7.8 1.5% 4 +0.1 pp -0.3 pp -0.3 pp +1.5 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 7.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 7.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 7.6 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 7.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Swedbank AB CIK 0000946431 0.941 696 6.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 6.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 6.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 6.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 6.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 6.6 0.2% 4 +0.1 pp -0.0 pp -0.0 pp +0.2 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 6.5 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 6.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WILKINS INVESTMENT COUNSEL INC CIK 0001276853 0.416 119 6.4 0.9% 4 +0.1 pp +0.6 pp +0.6 pp +0.9 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 6.3 0.8% 4 +0.1 pp +0.1 pp +0.0 pp +0.8 pp
MONIMUS CAPITAL MANAGEMENT, LP CIK 0001848831 0.146 55 6.3 1.7% 2 -0.5 pp +1.7 pp +1.7 pp +1.7 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 6.3 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 6.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 6.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 5.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Callahan Advisors, LLC CIK 0001395055 0.520 181 5.9 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 5.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 5.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 5.7 0.0% 4 -0.0 pp -0.1 pp -0.2 pp +0.0 pp
Groupe la Francaise CIK 0002056088 0.682 451 5.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 5.5 0.9% 4 +0.1 pp +0.2 pp +0.2 pp +0.9 pp
First Nebraska Trust Co CIK 2134841 0.657 231 5.5 0.5% 6 +0.1 pp -0.3 pp -0.3 pp -0.5 pp
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Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Pegasus Asset Management, Inc. CIK 0001729049 0.456 75 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 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
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.0 0.0% 0 -0.1 pp -0.2 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
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 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
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
First National Bank of Mount Dora, Trust Investment Services CIK 0001423045 0.336 126 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TrueMark Investments, LLC CIK 0001974457 0.124 187 0.0 0.0% 0 -0.1 pp -1.2 pp +0.0 pp +0.0 pp
Loudon Investment Management, LLC CIK 0001597089 0.271 95 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEW YORK STATE TEACHERS RETIREMENT SYSTEM CIK 0000314969 0.106 1631 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.202 780 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
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 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
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
BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
YANKCOM Partnership CIK 0002036975 0.405 308 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
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 0002006637 0.371 222 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Donald L. Hagan, LLC CIK 0001638049 0.513 86 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 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
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Banque de Luxembourg S.A. CIK 0002055344 0.542 78 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 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
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group CIK 0002033881 0.450 27 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ALKEME WEALTH, LLC CIK 0001752045 0.319 101 0.0 0.0% 0 -0.1 pp -0.3 pp -0.3 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
LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 0.0 0.0% 0 +0.0 pp +0.0 pp -2.7 pp +0.0 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OFI INVEST ASSET MANAGEMENT CIK 0001977602 0.467 365 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Putney Financial Group LLC CIK 0002056907 0.322 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 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
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
Daiichi Life Insurance Co., Ltd. CIK 0001697728 0.480 470 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LBP AM SA CIK 0001970075 0.619 423 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Andra AP-fonden CIK 0001535452 0.270 396 0.0 0.0% 0 -0.2 pp -0.1 pp -0.5 pp +0.0 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
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 -0.0 pp +0.0 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 -0.1 pp +0.0 pp
AF Advisors, Inc. CIK 0001818044 0.880 30 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 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
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 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
VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 0.0 0.0% 0 +0.0 pp -0.2 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
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Petrus Trust Company, LTA CIK 0001473429 0.706 27 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 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
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 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
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Laurion Capital Management LP CIK 0001390202 0.192 253 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 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
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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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