Signals

← Signals

☆COWZ

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

Flow ranking

Rank#444
Score / z0.393 / 0.55
Consensus181.49 over 388 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-36% / 1.0d

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 2,326.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,125.7 0.3% 3 -0.0 pp -0.1 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 921.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 532.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 422.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 346.5 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 287.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 239.8 0.4% 4 -0.1 pp -0.4 pp -0.6 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 208.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 199.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 194.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 164.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 108.4 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 102.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 101.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 99.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 97.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 86.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 83.9 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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 60.1 2.4% 3 +0.0 pp -0.2 pp +2.4 pp +2.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 59.6 0.2% 3 -0.9 pp -1.0 pp +0.2 pp +0.2 pp
☆SFMG, LLC CIK 0001512026 0.796 334 57.2 3.8% 3 +0.2 pp +0.1 pp +3.8 pp +3.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 54.0 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 50.0 6.6% 3 +0.1 pp -0.5 pp +6.6 pp +6.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 49.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 49.4 2.8% 3 +0.1 pp +0.2 pp +2.8 pp +2.8 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 49.3 14.6% 3 +0.5 pp +0.1 pp +14.6 pp +14.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 48.3 0.4% 5 +0.1 pp +0.4 pp -0.0 pp -0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 42.6 0.0% 3 +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 42.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 42.4 2.4% 3 -1.4 pp -1.5 pp +2.4 pp +2.4 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 40.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 39.6 0.7% 4 -0.1 pp -0.4 pp -0.9 pp +0.7 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 39.4 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 38.1 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 36.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 36.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 34.2 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 33.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 33.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 32.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 30.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 30.3 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 29.9 1.1% 3 -0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 29.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 29.3 2.7% 3 -0.0 pp -0.2 pp +2.7 pp +2.7 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 29.2 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 28.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 28.1 0.7% 3 +0.1 pp +0.0 pp +0.7 pp +0.7 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 25.5 5.1% 3 +0.5 pp +0.7 pp +5.1 pp +5.1 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 24.4 1.4% 3 +0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 24.2 7.3% 3 -0.9 pp -0.9 pp +7.3 pp +7.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 24.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 23.3 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 23.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wiser Wealth Management, Inc CIK 0001573263 0.875 75 22.6 5.0% 3 +0.2 pp +0.1 pp +5.0 pp +5.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 22.5 3.4% 3 +0.0 pp -0.6 pp +3.4 pp +3.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 22.3 0.5% 5 -0.1 pp -0.2 pp -0.4 pp -0.4 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 21.6 3.8% 3 +0.3 pp +2.4 pp +3.8 pp +3.8 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 21.5 0.5% 3 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 21.2 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 20.8 3.0% 3 -0.1 pp -0.8 pp +3.0 pp +3.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 20.2 1.2% 3 +0.0 pp -0.3 pp +1.2 pp +1.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 19.8 0.5% 3 +0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 19.3 0.1% 3 -0.3 pp -0.2 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 18.9 2.1% 3 -0.5 pp -0.8 pp +2.1 pp +2.1 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 18.9 4.2% 3 -0.7 pp -1.7 pp +4.2 pp +4.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 17.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 17.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 16.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 16.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 16.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 16.5 9.1% 3 +0.2 pp -0.3 pp +9.1 pp +9.1 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 16.4 4.1% 3 -0.1 pp -3.6 pp +4.1 pp +4.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 16.3 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 15.5 5.7% 3 +0.2 pp +0.1 pp +5.7 pp +5.7 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.682 161 15.2 2.9% 3 +0.6 pp +0.6 pp +2.9 pp +2.9 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 15.1 0.4% 3 -0.0 pp -0.3 pp +0.4 pp +0.4 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 14.8 5.9% 3 -0.8 pp -1.7 pp +5.9 pp +5.9 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 14.8 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 14.7 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 14.6 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 14.5 0.9% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 14.4 9.0% 3 +0.3 pp -0.1 pp +9.0 pp +9.0 pp
☆SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 14.3 5.3% 3 +0.1 pp +0.1 pp +5.3 pp +5.3 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 14.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 14.2 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 14.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 13.6 1.6% 3 -0.1 pp -0.4 pp +1.6 pp +1.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 13.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 13.5 3.5% 3 +0.0 pp -0.4 pp +3.5 pp +3.5 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 13.4 2.9% 3 +0.1 pp -0.0 pp +2.9 pp +2.9 pp
☆Sylvest Advisors, LLC CIK 0002044121 0.653 78 13.2 7.0% 3 -1.2 pp -1.5 pp +7.0 pp +7.0 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 13.0 5.1% 3 -0.2 pp -5.1 pp +5.1 pp +5.1 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 12.9 8.8% 3 +0.0 pp -4.2 pp +8.8 pp +8.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 12.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 12.7 3.7% 3 -0.4 pp -0.6 pp +3.7 pp +3.7 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 12.5 0.8% 3 -0.1 pp -0.0 pp +0.8 pp +0.8 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 12.4 7.7% 4 +0.3 pp +0.2 pp -0.4 pp +7.7 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 12.3 7.7% 3 -2.2 pp -2.4 pp +7.7 pp +7.7 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 12.2 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 12.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 12.1 0.9% 3 -0.0 pp -0.2 pp +0.9 pp +0.9 pp
☆Ballast, Inc. CIK 0001730477 0.553 156 12.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 12.0 2.6% 3 -2.5 pp -2.5 pp +2.6 pp +2.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 11.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 11.7 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 11.6 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 11.1 4.2% 3 -0.1 pp -0.2 pp +4.2 pp +4.2 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 11.0 4.4% 3 -0.2 pp -0.5 pp +4.4 pp +4.4 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 10.9 2.6% 3 -0.0 pp +0.1 pp +2.6 pp +2.6 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 10.8 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 10.8 7.4% 3 +1.0 pp +0.6 pp +7.4 pp +7.4 pp
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 10.7 3.4% 3 +0.0 pp -0.2 pp +3.4 pp +3.4 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 10.6 0.8% 4 -0.2 pp -0.6 pp -1.0 pp +0.8 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 10.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 10.5 0.2% 3 -0.2 pp -0.2 pp +0.2 pp +0.2 pp
☆Tamar Securities, LLC CIK 0001703081 0.527 90 10.4 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 10.2 0.6% 3 +0.2 pp +0.4 pp +0.6 pp +0.6 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 10.1 6.9% 3 -1.0 pp -2.2 pp +6.9 pp +6.9 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 10.0 1.1% 3 -0.1 pp -1.8 pp +1.1 pp +1.1 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 9.7 5.5% 3 +0.1 pp -0.0 pp +5.5 pp +5.5 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 9.7 4.0% 3 +0.3 pp +0.3 pp +4.0 pp +4.0 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 9.7 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 9.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 9.6 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 9.3 0.9% 3 -0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 9.2 2.6% 4 +0.1 pp +0.2 pp -0.1 pp +2.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 9.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 8.8 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Ted Buchan & Co CIK 0002033413 0.435 95 8.7 3.2% 3 +0.1 pp -0.6 pp +3.2 pp +3.2 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 8.5 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 8.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 8.1 0.4% 3 -0.1 pp -0.4 pp +0.4 pp +0.4 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 8.0 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 8.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 8.0 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 7.8 3.6% 3 +1.6 pp +1.6 pp +3.6 pp +3.6 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 7.7 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Oxford Wealth Group, LLC CIK 0002007082 0.362 89 7.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 7.5 0.4% 3 -0.3 pp -0.3 pp +0.4 pp +0.4 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 7.3 1.6% 3 +0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 7.3 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 7.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
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☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Berkeley, Inc CIK 0002051965 0.447 86 0.0 0.0% 0 +0.0 pp -0.3 pp -0.7 pp -1.1 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -2.8 pp -2.8 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 -0.4 pp -1.0 pp +0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 -0.1 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
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.5 pp -0.5 pp -0.3 pp -0.2 pp
☆Vienna Asset Management LLC CIK 0001913545 0.160 69 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.3 pp -0.5 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 0.0 0.0% 0 +0.0 pp -0.2 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
☆Pacific Wealth Management CIK 0001852338 0.868 19 0.0 0.0% 0 +0.0 pp -4.6 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
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 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 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 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
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -1.5 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
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Defender Capital, LLC. CIK 0001766929 0.672 37 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 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
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -0.8 pp -0.8 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
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.0% 0 -0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 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 +0.0 pp -0.2 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
☆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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 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
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -1.5 pp -1.5 pp +0.0 pp +0.0 pp
☆Gainplan LLC CIK 0001697857 0.087 60 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 0.0 0.0% 0 +0.0 pp +0.0 pp -6.8 pp +0.0 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 -0.1 pp -0.1 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
☆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
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 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
☆Quantum Private Wealth, LLC CIK 0001929662 0.379 171 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 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
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.0 0.0% 0 +0.0 pp -0.1 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.0 0.0% 0 -0.7 pp -12.5 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
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 -0.7 pp -0.8 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 0.0 0.0% 0 +0.0 pp -2.6 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
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.0 0.0% 0 +0.0 pp -0.2 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
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 0 -0.0 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
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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status