Signals

← Signals

☆COWZ

838 in-universe funds with a nonzero position in COWZ within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#628
Score / z0.210 / 0.31
Consensus175.62 over 378 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆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 2,504.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,175.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 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 977.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 590.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 519.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 439.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 349.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 309.4 0.4% 3 -0.3 pp -0.5 pp +0.4 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 288.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 243.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 210.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 165.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 105.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 103.3 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 99.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 93.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 89.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 89.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 83.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 62.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 56.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 55.1 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 54.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆SFMG, LLC CIK 0001512026 0.796 334 53.1 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 51.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 47.9 6.5% 2 -0.7 pp +6.5 pp +6.5 pp +6.5 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 46.7 14.1% 2 -0.4 pp +14.1 pp +14.1 pp +14.1 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 46.3 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 41.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 41.5 0.8% 3 -0.3 pp -0.8 pp +0.8 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 41.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 40.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 39.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 38.4 3.8% 2 -0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 36.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 35.8 0.3% 4 +0.3 pp -0.1 pp -0.2 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 35.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 35.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 34.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 32.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 32.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 31.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 31.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 31.2 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 30.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 28.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 28.2 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 28.1 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 27.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 27.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 27.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 26.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 26.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 25.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 24.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 24.4 4.6% 2 +0.2 pp +4.6 pp +4.6 pp +4.6 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 23.2 8.1% 2 -0.0 pp +8.1 pp +8.1 pp +8.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 23.2 0.6% 4 -0.1 pp -0.4 pp -0.4 pp +0.6 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 22.9 2.6% 2 -0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 22.8 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 22.7 5.0% 2 -0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 22.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 22.5 3.1% 2 -0.7 pp +3.1 pp +3.1 pp +3.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 21.8 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 21.3 4.9% 2 -1.0 pp +4.9 pp +4.9 pp +4.9 pp
☆Wiser Wealth Management, Inc CIK 0001573263 0.875 75 21.3 4.9% 2 -0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 21.0 3.3% 2 -0.6 pp +3.3 pp +3.3 pp +3.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 20.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 19.5 3.5% 2 +2.1 pp +3.5 pp +3.5 pp +3.5 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 19.3 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 19.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 18.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 18.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 17.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 17.2 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 17.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 16.5 6.8% 2 -0.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 16.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 16.2 4.2% 2 -3.5 pp +4.2 pp +4.2 pp +4.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 16.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 15.9 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 15.6 8.9% 2 -0.5 pp +8.9 pp +8.9 pp +8.9 pp
☆Sylvest Advisors, LLC CIK 0002044121 0.653 78 15.4 8.3% 2 -0.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 15.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 15.0 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 14.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆PFG Advisors CIK 0001694435 0.248 791 14.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 14.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 13.8 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 13.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 13.6 5.2% 2 -0.1 pp +5.2 pp +5.2 pp +5.2 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 13.4 4.0% 2 -0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 13.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 13.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 13.1 1.6% 2 -0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 12.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 12.9 3.5% 2 -0.5 pp +3.5 pp +3.5 pp +3.5 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 12.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 12.8 8.8% 2 -0.3 pp +8.8 pp +8.8 pp +8.8 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 12.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 12.8 1.1% 3 -0.4 pp -0.8 pp +1.1 pp +1.1 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 12.7 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 12.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 12.4 5.3% 2 -4.9 pp +5.3 pp +5.3 pp +5.3 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 12.3 8.8% 2 -4.2 pp +8.8 pp +8.8 pp +8.8 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 12.1 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 11.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 11.7 5.5% 2 -0.1 pp +5.5 pp +5.5 pp +5.5 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 11.4 9.9% 2 -0.2 pp +9.9 pp +9.9 pp +9.9 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 11.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 11.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 10.9 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 10.9 4.6% 2 -0.3 pp +4.6 pp +4.6 pp +4.6 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.681 161 10.9 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 10.8 7.4% 3 -0.1 pp -0.6 pp +7.4 pp +7.4 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 10.8 1.6% 2 -0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 10.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 10.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 10.6 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 10.6 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 10.3 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 10.3 1.1% 2 -1.8 pp +1.1 pp +1.1 pp +1.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 10.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 9.6 7.8% 2 -1.3 pp +7.8 pp +7.8 pp +7.8 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 9.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 9.4 6.4% 2 -0.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Tamar Securities, LLC CIK 0001703081 0.527 90 9.3 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 9.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 9.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 9.0 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 9.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 9.0 5.3% 2 -0.2 pp +5.3 pp +5.3 pp +5.3 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 8.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 8.8 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 8.6 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 8.6 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 8.5 2.5% 3 +0.1 pp -0.1 pp +2.5 pp +2.5 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 8.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 8.3 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆GERBER, LLC CIK 0002014164 0.601 96 8.2 5.1% 2 -2.0 pp +5.1 pp +5.1 pp +5.1 pp
☆Ted Buchan & Co CIK 0002033413 0.435 95 8.0 3.1% 2 -0.7 pp +3.1 pp +3.1 pp +3.1 pp
☆CMC Financial Group CIK 0001770940 0.082 45 8.0 14.7% 1 +14.7 pp +14.7 pp +14.7 pp +14.7 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 7.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 7.5 4.4% 2 -0.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 7.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 7.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 6.2 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
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☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Private Wealth, LLC CIK 0001929662 0.379 171 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp -3.1 pp +0.0 pp +0.0 pp
☆Pacific Wealth Management CIK 0001852338 0.868 19 0.0 0.0% 0 -4.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 0.0 0.0% 0 +0.0 pp -6.8 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
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 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 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkeley, Inc CIK 0002051965 0.446 86 0.0 0.0% 0 -0.3 pp -0.7 pp -1.1 pp +0.0 pp
☆Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Defender Capital, LLC. CIK 0001766929 0.672 37 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.0 0.0% 0 -0.3 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
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Vienna Asset Management LLC CIK 0001913545 0.160 69 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Regal Partners Ltd CIK 0001577774 0.595 122 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.515 299 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 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 -0.8 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 COWZ). Qtrs Held counts distinct quarters this fund has actually held COWZ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its COWZ position size. Δ columns are the percentage-point change in COWZ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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