Signals

← Signals

☆COPX

574 in-universe funds with a nonzero position in COPX within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#3566
Score / z0.000 / -0.02
Consensus177.11 over 353 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 584.9 0.7% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 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 233.0 0.0% 6 +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 229.7 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 123.7 0.1% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 77.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 69.4 0.0% 5 -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 66.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 64.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 48.4 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 42.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 39.2 0.0% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 39.1 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 34.9 0.8% 2 -0.6 pp +0.8 pp -0.8 pp +0.8 pp
☆Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 32.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Woodline Partners LP CIK 0001784547 0.424 1011 27.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 25.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 23.3 1.1% 5 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 23.2 0.0% 6 +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 22.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 22.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 22.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 21.8 4.7% 5 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 18.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 17.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.5 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 15.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 15.7 2.3% 5 -0.5 pp +0.6 pp +1.0 pp +1.8 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 14.9 2.7% 5 -0.3 pp +0.0 pp +1.6 pp +2.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 14.6 1.4% 3 +0.6 pp +0.4 pp +1.4 pp +1.4 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 13.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 13.7 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
☆SAVA PENZISKO DRUSHTVO A.D. SKOPJE CIK 0002094371 0.087 27 13.4 3.6% 2 +3.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 13.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 12.4 0.4% 6 -0.4 pp +0.2 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 11.4 1.0% 5 +0.7 pp +0.1 pp +0.6 pp +0.9 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 9.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 8.0 1.5% 4 -0.3 pp -0.2 pp +1.0 pp +1.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 7.8 1.1% 3 +0.3 pp +0.5 pp +1.1 pp +1.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 7.6 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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 7.4 0.0% 2 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 7.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 7.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 7.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 6.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 6.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 6.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 6.3 3.6% 5 -0.7 pp -3.5 pp -3.7 pp -2.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 5.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bayshore Capital Advisors, LLC CIK 0001598176 0.436 42 5.8 2.7% 2 +2.2 pp +2.7 pp +2.7 pp +2.7 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 5.6 1.3% 5 -0.1 pp -0.9 pp +0.1 pp -0.3 pp
☆Corecam Pte. Ltd. CIK 0002106977 0.168 82 5.6 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.2 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 5.1 0.5% 1 +0.5 pp -0.9 pp +0.3 pp +0.1 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 5.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital Group CIK 0001341748 0.370 314 4.4 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 4.2 1.9% 2 -0.4 pp +1.9 pp +1.9 pp +1.9 pp
☆PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 4.1 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 4.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 3.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 3.5 0.7% 5 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 3.5 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 3.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 3.4 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Amitell Capital Pte Ltd CIK 0001807559 0.091 26 3.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 3.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ipsen Advisor Group LLC CIK 0001964922 0.238 107 3.1 2.0% 5 -0.2 pp -0.1 pp +0.2 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 3.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 3.0 2.2% 3 +0.1 pp +0.3 pp +2.2 pp +2.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 2.9 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 2.9 0.3% 5 -0.1 pp -0.2 pp -0.1 pp +0.2 pp
☆Valence8 US LP CIK 0001943819 0.533 15 2.8 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First International Bank of Israel Ltd. CIK 0002081196 0.462 69 2.6 0.7% 4 -0.0 pp -0.9 pp -1.3 pp +0.7 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corecam AG CIK 0002110914 0.135 50 2.5 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 2.5 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Street Group Inc. CIK 0001881567 0.813 1364 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 2.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global X Japan Co., Ltd. CIK 0002027450 0.619 390 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 2.0 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Balefire, LLC CIK 0001750924 0.097 475 1.9 0.3% 4 -0.0 pp -0.0 pp +0.2 pp +0.3 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 1.9 0.5% 4 -0.1 pp -0.0 pp +0.1 pp +0.5 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 1.9 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 1.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 1.8 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 1.7 0.9% 5 -0.3 pp -0.2 pp -0.4 pp -0.3 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 1.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silphium Asset Management Ltd CIK 0001758440 0.696 55 1.6 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 1.5 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 1.4 0.3% 4 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 1.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Miller Global Investments, LLC CIK 0002099097 0.052 295 1.3 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 1.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Richard C. Young & CO., LTD. CIK 0001387304 0.454 101 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp -0.2 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -1.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 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
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 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
☆Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 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
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 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
☆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
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆Caption Management, LLC CIK 0001706766 0.079 538 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
☆Aventus Investment Advisors, Inc. CIK 0002093055 0.494 157 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Cercano Management LLC CIK 0001936416 0.054 133 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 +0.0 pp -2.3 pp +0.0 pp +0.0 pp
☆PointState Capital LP CIK 0001509842 0.203 43 0.0 0.0% 0 -0.1 pp -0.9 pp +0.0 pp +0.0 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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 -0.1 pp -0.1 pp +0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regency Capital Management Inc.\DE CIK 0001863894 0.190 64 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Capital Wealth Advisors CIK 0001730578 0.118 132 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆Centiva Capital, LP CIK 0001692507 0.034 1439 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 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
☆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
☆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
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glaxis Capital Management, LLC CIK 0001542161 0.000 41 0.0 0.0% 0 -3.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 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
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 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
☆HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cumberland Partners Ltd CIK 0001578985 0.443 153 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Capula Management Ltd CIK 0001557017 0.915 303 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kirkoswald Asset Management LLC CIK 0001795594 0.000 2 0.0 0.0% 0 +0.0 pp -88.1 pp +0.0 pp +0.0 pp
☆Tradewinds, LLC. CIK 0001932342 0.030 215 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆BLUEFIN CAPITAL MANAGEMENT, LLC CIK 0001144208 0.000 91 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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 +0.0 pp -0.1 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
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 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 -0.1 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Go Invest LLC CIK 2139692 0.913 129 0.0 0.0% 0 -0.0 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
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 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
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 pp -0.2 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
☆Newbrook Capital Advisors LP CIK 0001389875 0.320 14 0.0 0.0% 0 +0.0 pp -4.9 pp +0.0 pp +0.0 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 0.0 0.0% 0 -1.1 pp -1.1 pp -0.9 pp -0.8 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
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 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
☆WFA Asset Management Corp CIK 0001994434 0.679 196 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 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
☆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
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.2 pp -0.6 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
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gemsstock Ltd. CIK 0001724140 0.000 13 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 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 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merewether Investment Management, LP CIK 0001736852 0.195 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 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
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 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
☆Defiance ETFs, LLC CIK 0001732541 0.057 384 0.0 0.0% 0 -0.1 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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