Signals

← Signals

☆CMF

372 in-universe funds with a nonzero position in CMF within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#3176
Score / z0.000 / -0.01
Consensus148.03 over 252 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)
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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 ▾
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 485.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 293.6 0.7% 4 +0.1 pp -0.6 pp -0.7 pp +0.7 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 111.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 109.5 0.0% 3 -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 102.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 86.6 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 82.7 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 67.3 0.3% 1 +0.3 pp -0.1 pp +0.3 pp +0.3 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 66.0 3.3% 3 -0.2 pp -1.2 pp +3.3 pp +3.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 56.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 52.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 39.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 37.5 0.0% 3 +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 35.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 31.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 31.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 30.8 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 25.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 25.2 4.3% 3 +0.1 pp +0.5 pp +4.3 pp +4.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 21.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 21.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 21.1 0.8% 3 +0.1 pp -0.3 pp +0.8 pp +0.8 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 20.9 4.3% 3 +0.0 pp -0.1 pp +4.3 pp +4.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 20.8 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 20.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 20.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 19.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 19.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 18.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 17.6 7.1% 3 -0.4 pp -1.0 pp +7.1 pp +7.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 17.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 16.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 16.2 1.9% 3 +0.4 pp +0.1 pp +1.9 pp +1.9 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 15.7 3.3% 3 +0.3 pp -0.1 pp +3.3 pp +3.3 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 15.5 2.1% 3 -0.1 pp -0.2 pp +2.1 pp +2.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 14.4 6.1% 3 +0.1 pp -0.2 pp +6.1 pp +6.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 14.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 13.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 12.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 12.2 2.1% 3 -0.1 pp -0.4 pp +2.1 pp +2.1 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 11.4 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rinkey Investments CIK 0001730774 0.601 128 11.1 2.8% 3 -1.0 pp -1.3 pp +2.8 pp +2.8 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 10.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Navalign, LLC CIK 0001820593 0.504 132 10.8 2.6% 3 -0.2 pp -0.0 pp +2.6 pp +2.6 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 9.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 9.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 9.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 9.0 3.1% 3 -0.4 pp -0.7 pp +3.1 pp +3.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.0 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 8.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 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 8.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.1 0.0% 3 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 6.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 5.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 5.5 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 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 5.3 2.3% 3 -0.1 pp -0.2 pp +2.3 pp +2.3 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 5.3 3.4% 4 -0.0 pp +0.2 pp +2.2 pp +3.4 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 4.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Columbia Bank CIK 0002017259 0.353 165 4.6 1.3% 3 +0.2 pp +0.3 pp +1.3 pp +1.3 pp
☆NDWM LLC CIK 0001818386 0.624 38 4.6 3.1% 3 -0.0 pp -0.9 pp +3.1 pp +3.1 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 4.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 4.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 4.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 4.0 2.3% 3 -0.7 pp -0.9 pp +2.3 pp +2.3 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 3.9 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 3.9 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 3.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 3.8 1.5% 3 -0.2 pp -0.5 pp +1.5 pp +1.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 3.7 1.5% 3 -0.1 pp -0.7 pp +1.5 pp +1.5 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 3.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 3.6 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 3.1 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 3.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 3.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 3.0 2.6% 3 +0.5 pp +1.1 pp +2.6 pp +2.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 2.8 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆21 West Wealth Management LLC CIK 0002067541 0.319 65 2.8 2.6% 2 +0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 2.8 1.8% 3 -0.0 pp -0.2 pp +1.8 pp +1.8 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF STOCKTON CIK 0001387723 0.529 126 2.7 0.8% 3 -0.0 pp -0.4 pp +0.8 pp +0.8 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 2.6 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 2.5 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 2.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 2.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 2.4 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 2.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 2.1 0.0% 3 +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 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 1.9 0.8% 3 +0.5 pp +0.5 pp +0.8 pp +0.8 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Leisure Capital Management CIK 0001631507 0.304 157 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 1.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SimpliFi, Inc. CIK 0001716983 0.831 45 1.8 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 1.7 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 1.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 1.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 1.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 1.5 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 1.5 0.6% 3 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 1.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 1.4 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 1.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 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
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 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
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 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
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☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariston Services Group CIK 0001743859 0.678 70 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
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☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆Fortitude Financial, LLC CIK 0002066105 0.084 28 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
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☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp -1.5 pp -1.7 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
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☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
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☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -0.1 pp -0.4 pp -0.4 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 -3.1 pp -3.4 pp +0.0 pp +0.0 pp
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☆One Degree Advisors Inc CIK 0002005743 0.619 82 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp -0.1 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
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 CMF). Qtrs Held counts distinct quarters this fund has actually held CMF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CMF position size. Δ columns are the percentage-point change in CMF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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