Signals

← Signals

☆CMBS

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

Flow ranking

Rank#3411
Score / z0.000 / -0.02
Consensus31.79 over 54 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 80.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 25.7 1.3% 3 -0.3 pp -0.2 pp +1.3 pp +1.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 25.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 25.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 22.7 3.1% 4 +0.1 pp +0.0 pp -0.2 pp +3.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 15.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 14.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 12.5 6.2% 4 +0.3 pp -0.0 pp +1.7 pp +6.2 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 12.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTRAL BANK & TRUST CO CIK 0001175954 0.436 185 9.4 1.5% 4 +0.1 pp +0.0 pp +0.0 pp +1.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 9.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 8.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.4 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 7.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.5 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 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 4.7 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 3.5 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 3.5 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 3.5 1.4% 4 +0.0 pp +0.0 pp -0.1 pp +1.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.0 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 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.7 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Capital Management, Inc. CIK 0002106214 0.022 59 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 1.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Palogic Value Management, L.P. CIK 0001532943 0.148 181 1.3 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 1.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 1.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.6 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.6 0.0% 4 -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 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.6 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.5 0.5% 4 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Hyundai Investments Co., Ltd. CIK 0001892772 0.237 72 0.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 4 -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 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 4 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 3 -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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 1 +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 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 4 -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
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 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 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -1.6 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 +0.0 pp -3.1 pp -1.5 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 0 +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
☆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
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 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
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 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
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 0 -0.0 pp -0.4 pp -0.2 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
☆COMERICA BANK CIK 0000901541 0.812 3711 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 CMBS). Qtrs Held counts distinct quarters this fund has actually held CMBS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CMBS position size. Δ columns are the percentage-point change in CMBS'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