Signals

← Signals

☆CMF

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

Flow ranking

Rank#3421
Score / z0.000 / -0.02
Consensus150.82 over 253 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 483.1 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 352.5 0.8% 5 +0.1 pp +0.2 pp -0.5 pp -0.6 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 106.5 0.0% 6 +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 104.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 102.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 89.9 1.6% 4 +0.0 pp -0.1 pp -0.1 pp +1.6 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 76.9 3.9% 4 +0.6 pp +0.3 pp -0.6 pp +3.9 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 70.2 1.6% 4 -0.2 pp -0.2 pp -0.1 pp +1.6 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 67.1 0.3% 2 -0.0 pp +0.3 pp -0.1 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 65.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 58.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 52.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 50.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 37.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 37.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 37.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 30.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 26.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 26.6 4.5% 4 +0.3 pp +0.3 pp +0.7 pp +4.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 23.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 23.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 22.6 4.4% 4 +0.2 pp +0.2 pp +0.1 pp +4.4 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 22.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 22.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 21.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 21.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 20.4 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 20.3 0.8% 4 +0.0 pp +0.1 pp -0.3 pp +0.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 20.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 18.9 3.7% 4 +0.5 pp +0.8 pp +0.4 pp +3.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 18.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 17.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 17.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 16.7 2.3% 4 +0.2 pp +0.1 pp -0.0 pp +2.3 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 16.3 6.7% 4 -0.4 pp -0.7 pp -1.4 pp +6.7 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 15.8 2.1% 4 +0.1 pp +0.5 pp +0.2 pp +2.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 15.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 14.9 6.2% 4 +0.1 pp +0.2 pp -0.1 pp +6.2 pp
☆Rinkey Investments CIK 0001730774 0.601 128 14.7 3.8% 4 +0.9 pp -0.0 pp -0.3 pp +3.8 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 13.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 13.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 12.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Navalign, LLC CIK 0001820593 0.504 132 11.4 2.9% 4 +0.2 pp +0.1 pp +0.2 pp +2.9 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 11.3 2.1% 4 -0.1 pp -0.2 pp -0.4 pp +2.1 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 11.3 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 11.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 10.9 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.8 0.0% 4 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 8.7 3.0% 4 -0.1 pp -0.5 pp -0.8 pp +3.0 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 8.6 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 8.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 8.1 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.3 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.2 0.0% 4 +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% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 6.7 0.4% 1 +0.4 pp +0.1 pp +0.0 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 6.3 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 5.8 0.2% 4 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 5.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆THRYVE WEALTH MANAGEMENT LLC CIK 0002113283 0.665 38 5.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 5.5 0.0% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Fullerton Advisors, LLC CIK 0002108355 0.510 54 5.4 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 5.3 2.3% 4 +0.0 pp -0.0 pp -0.1 pp +2.3 pp
☆NDWM LLC CIK 0001818386 0.624 38 5.2 3.3% 4 +0.3 pp +0.3 pp -0.6 pp +3.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ducere Wealth Management LLC CIK 0002083656 0.168 135 5.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 4.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 4.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 4.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Columbia Bank CIK 0002017259 0.353 165 4.6 1.3% 4 +0.0 pp +0.2 pp +0.3 pp +1.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 4.4 1.2% 4 -0.0 pp -0.1 pp -0.2 pp +1.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 4.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 4.0 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 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 4.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 4.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 3.9 1.7% 4 +0.2 pp +0.0 pp -0.4 pp +1.7 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 3.9 2.2% 4 -0.0 pp -0.7 pp -0.9 pp +2.2 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 3.8 2.5% 5 -1.0 pp -1.0 pp -0.7 pp +1.2 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 3.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 3.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 3.5 1.2% 4 -0.1 pp -0.2 pp -0.3 pp +1.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 3.1 0.8% 4 -0.1 pp -0.2 pp -0.2 pp +0.8 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 3.1 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 3.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 3.0 1.7% 4 -0.1 pp -0.1 pp -0.3 pp +1.7 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆21 West Wealth Management LLC CIK 0002067541 0.319 65 2.8 2.6% 3 +0.1 pp +0.4 pp +2.6 pp +2.6 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 2.8 1.1% 4 -0.4 pp -0.5 pp -1.1 pp +1.1 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 2.8 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 2.8 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 2.6 1.1% 4 +0.1 pp -0.0 pp -0.1 pp +1.1 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 2.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 2.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 2.4 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 2.4 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BANK OF STOCKTON CIK 0001387723 0.529 126 2.2 0.7% 4 -0.1 pp -0.1 pp -0.5 pp +0.7 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 2.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 2.1 1.7% 4 -0.8 pp -0.3 pp +0.3 pp +1.7 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 2.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 1.9 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.9 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SimpliFi, Inc. CIK 0001716983 0.830 45 1.9 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 1.6 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 1.6 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 1.6 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 1.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 1.6 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 1.5 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 1.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 1.5 0.4% 4 -0.0 pp -0.0 pp -0.2 pp +0.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.3 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 1.3 0.5% 4 -0.1 pp -0.2 pp -0.1 pp +0.5 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 1.3 0.6% 4 +0.2 pp +0.3 pp +0.1 pp +0.6 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 1.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Asset Planning,Inc CIK 0002048547 0.411 334 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 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
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 2 -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% 4 +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% 4 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Align Financial, LLC CIK 0002089183 0.645 360 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +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 +0.0 pp -0.3 pp +0.0 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 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
☆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
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 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
☆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
☆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
☆ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp -1.7 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp -4.3 pp -5.1 pp +0.0 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 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
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆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
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 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
☆FCA CORP /TX CIK 0001166402 0.236 203 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 +0.0 pp -3.1 pp -3.4 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆Ariston Services Group CIK 0001743859 0.678 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 0.0 0.0% 0 -0.1 pp +0.0 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
☆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
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Leisure Capital Management CIK 0001631507 0.304 157 0.0 0.0% 0 -0.6 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
☆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
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp -0.1 pp -0.4 pp -0.4 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
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 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
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +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
☆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
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 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
☆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
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Sharper & Granite LLC CIK 0001959415 0.344 109 0.0 0.0% 0 -0.1 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
☆Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 (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