Signals

← Signals

☆COPX

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

Flow ranking

Rank#22231
Score / z-0.007 / -0.03
Consensus174.57 over 337 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 ▾
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 455.8 0.6% 4 +0.1 pp +0.2 pp +0.3 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 220.7 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 90.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 69.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 64.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 64.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 62.7 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 50.4 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 49.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 43.2 0.1% 4 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIL Ltd CIK 0000318989 0.878 1140 41.2 0.0% 4 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 31.3 1.4% 1 +1.4 pp -0.2 pp +1.4 pp +1.4 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 28.2 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 28.2 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 25.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 23.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 23.4 0.8% 5 +0.6 pp +0.8 pp +0.7 pp +0.7 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 22.8 1.2% 4 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 21.9 4.8% 4 -0.1 pp +0.0 pp +0.4 pp +4.8 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 20.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 19.6 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 18.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gemsstock Ltd. CIK 0001724140 0.000 13 18.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 16.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 15.5 2.7% 4 +1.0 pp +1.5 pp +2.2 pp +2.7 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 15.1 0.0% 1 +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 14.9 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 14.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 14.0 3.1% 4 +0.4 pp +1.9 pp +3.0 pp +3.1 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 13.1 0.7% 1 +0.7 pp +0.7 pp +0.6 pp +0.7 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 12.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 11.8 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 10.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cercano Management LLC CIK 0001936416 0.054 133 8.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 7.9 1.8% 3 +0.2 pp +1.3 pp +1.8 pp +1.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 7.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 7.5 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Defiance ETFs, LLC CIK 0001732541 0.057 384 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 6.7 4.3% 4 -2.8 pp -2.9 pp -1.9 pp +4.3 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 6.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 6.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 5.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Centiva Capital, LP CIK 0001692507 0.034 1439 5.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PointState Capital LP CIK 0001509842 0.202 43 5.6 0.1% 2 -0.8 pp +0.1 pp +0.1 pp +0.1 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 5.5 1.4% 4 -0.8 pp +0.2 pp -0.2 pp +1.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corecam Pte. Ltd. CIK 0002106977 0.168 82 5.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 5.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.0 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 5.0 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 4.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 4.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.0 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 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital Group CIK 0001341748 0.370 314 3.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 3.5 0.4% 4 -0.1 pp -0.0 pp +0.3 pp +0.4 pp
☆IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 3.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.214 65 3.2 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆Ipsen Advisor Group LLC CIK 0001964922 0.238 107 3.0 2.1% 4 +0.0 pp +0.3 pp +0.7 pp +2.1 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 3.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Glaxis Capital Management, LLC CIK 0001542161 0.000 41 3.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 2.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Valence8 US LP CIK 0001943819 0.533 15 2.8 1.0% 4 -0.1 pp -0.0 pp +0.0 pp +1.0 pp
☆First International Bank of Israel Ltd. CIK 0002081196 0.462 69 2.6 0.8% 3 -0.8 pp -1.2 pp +0.8 pp +0.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPROTT INC. (SII) CIK 0001512920 0.660 256 2.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corecam AG CIK 0002110914 0.135 50 2.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 2.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 2.3 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 2.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Intesa Sanpaolo Wealth Management CIK 0002110902 0.252 309 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 2.1 1.2% 4 +0.0 pp -0.1 pp -0.1 pp +1.2 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Balefire, LLC CIK 0001750924 0.097 475 1.9 0.4% 3 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 1.9 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAVA PENZISKO DRUSHTVO A.D. SKOPJE CIK 0002094371 0.087 27 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Clear Street Group Inc. CIK 0001881567 0.813 1364 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 1.7 0.2% 2 -0.4 pp +0.2 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 1.6 0.3% 4 -0.6 pp -0.1 pp +0.2 pp +0.3 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 1.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.5 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silphium Asset Management Ltd CIK 0001758440 0.696 55 1.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 1.4 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 1.3 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Miller Global Investments, LLC CIK 0002099097 0.052 295 1.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 1.3 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 1.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bayshore Capital Advisors, LLC CIK 0001598176 0.436 42 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 1.2 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regency Capital Management Inc.\DE CIK 0001863894 0.190 64 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 1.1 1.1% 4 +0.0 pp +0.2 pp +0.4 pp +1.1 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Risk Paradigm Group, LLC CIK 0001569886 0.224 57 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DENALI ADVISORS LLC CIK 0001142941 0.174 318 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 1.0 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.9 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆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
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clare Market Investments LLC CIK 0002054098 0.513 173 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guardian Partners Inc. CIK 0001884799 0.411 391 0.0 0.0% 0 -0.7 pp -0.7 pp -0.6 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 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
☆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
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.013 136 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 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
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
☆WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 -0.1 pp -0.1 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
☆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
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 0.0 0.0% 0 -0.0 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
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Newbrook Capital Advisors LP CIK 0001389875 0.320 14 0.0 0.0% 0 -4.9 pp +0.0 pp +0.0 pp +0.0 pp
☆HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 0.0 0.0% 0 -1.4 pp -0.3 pp -0.4 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -0.5 pp -0.4 pp -0.2 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
☆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
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 COPX). Qtrs Held counts distinct quarters this fund has actually held COPX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its COPX position size. Δ columns are the percentage-point change in COPX'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