Signals

← Signals

☆COWZ

1030 in-universe funds with a nonzero position in COWZ within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22717
Score / z-0.134 / -0.14
Consensus241.01 over 515 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+28% / 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 2,272.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,164.0 0.3% 4 +0.0 pp -0.0 pp -0.1 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 915.7 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 511.2 0.2% 5 -0.0 pp -0.0 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 407.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 351.1 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 305.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 276.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 231.9 0.3% 5 -0.0 pp -0.1 pp -0.4 pp -0.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 191.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 189.5 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 134.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 114.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 114.1 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 108.2 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 108.0 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 87.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 85.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 62.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 60.0 2.3% 4 -0.1 pp -0.1 pp -0.3 pp +2.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 54.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 52.5 3.0% 4 +0.2 pp +0.3 pp +0.4 pp +3.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 51.2 15.5% 4 +0.9 pp +1.4 pp +1.0 pp +15.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 49.8 0.4% 6 +0.1 pp +0.1 pp +0.4 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 49.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 44.9 2.5% 4 +0.0 pp -1.4 pp -1.5 pp +2.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 44.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 42.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 40.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 40.1 1.0% 4 +0.1 pp +0.0 pp -0.1 pp +1.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 39.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 38.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 37.8 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 36.7 0.7% 4 +0.0 pp +0.1 pp +0.0 pp +0.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 35.6 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆SFMG, LLC CIK 0001512026 0.796 334 35.4 2.4% 4 -1.4 pp -1.3 pp -1.3 pp +2.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 35.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 34.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 32.5 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 30.8 0.6% 4 -0.0 pp +0.0 pp -0.1 pp +0.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 30.6 0.5% 5 -0.2 pp -0.3 pp -0.6 pp -1.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 30.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 30.4 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 30.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 29.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 28.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 28.3 2.5% 4 -0.1 pp -0.1 pp -0.3 pp +2.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 28.1 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 26.5 5.6% 4 +0.5 pp +1.0 pp +1.2 pp +5.6 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 25.8 0.6% 4 -0.0 pp +0.1 pp -0.0 pp +0.6 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 25.8 7.5% 4 +0.2 pp -0.6 pp -0.7 pp +7.5 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 25.4 1.4% 4 +0.0 pp +0.0 pp -0.1 pp +1.4 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 25.2 3.6% 4 +0.3 pp +0.3 pp -0.3 pp +3.6 pp
☆Wiser Wealth Management, Inc CIK 0001573263 0.875 75 24.3 5.2% 4 +0.2 pp +0.4 pp +0.3 pp +5.2 pp
☆Decker Wealth Management LLC CIK 0002129751 0.422 106 23.0 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 22.9 0.0% 4 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 22.4 1.0% 4 +0.0 pp +0.0 pp -0.1 pp +1.0 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 22.4 3.9% 4 +0.1 pp +0.4 pp +2.5 pp +3.9 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 22.1 0.5% 4 -0.0 pp -0.2 pp -0.2 pp +0.5 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 20.9 1.2% 4 +0.1 pp +0.1 pp -0.3 pp +1.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 20.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 20.0 0.7% 4 +0.2 pp +0.3 pp +0.1 pp +0.7 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 19.5 4.4% 4 +0.2 pp -0.5 pp -1.5 pp +4.4 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.682 161 19.1 3.5% 4 +0.6 pp +1.2 pp +1.2 pp +3.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 19.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 18.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 18.7 0.1% 4 -0.0 pp -0.3 pp -0.2 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 18.1 0.5% 6 +0.0 pp -0.0 pp -0.1 pp -0.4 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 18.0 6.6% 4 +1.0 pp +1.1 pp +1.1 pp +6.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 17.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 17.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 17.4 4.2% 4 +0.1 pp -0.0 pp -3.5 pp +4.2 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 17.3 9.7% 4 +0.6 pp +0.8 pp +0.3 pp +9.7 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 16.8 1.8% 4 -0.3 pp -0.8 pp -1.1 pp +1.8 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 16.6 2.9% 4 -0.1 pp -0.2 pp -0.9 pp +2.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 16.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 16.1 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 15.9 9.4% 4 +0.4 pp +0.6 pp +0.3 pp +9.4 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 15.9 3.5% 4 +0.6 pp +0.7 pp +0.6 pp +3.5 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 15.7 0.3% 4 +0.0 pp -0.0 pp -0.2 pp +0.3 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 15.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 15.6 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 15.6 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 15.2 1.0% 6 +0.1 pp +0.5 pp +0.6 pp +0.5 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 15.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 14.8 0.4% 4 -0.0 pp -0.0 pp -0.3 pp +0.4 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 14.4 3.4% 4 -0.1 pp -0.1 pp -0.5 pp +3.4 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 14.0 8.5% 4 -0.3 pp -0.2 pp -4.4 pp +8.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 13.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Sylvest Advisors, LLC CIK 0002044121 0.653 78 13.8 7.3% 4 +0.3 pp -0.9 pp -1.2 pp +7.3 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 13.8 0.8% 4 +0.5 pp +0.2 pp +0.2 pp +0.8 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 13.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 13.4 8.1% 5 +0.4 pp +0.7 pp +0.6 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 13.4 1.6% 4 +0.0 pp -0.0 pp -0.4 pp +1.6 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 13.2 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 13.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Marble Wealth, LLC CIK 0002110081 0.515 234 13.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 12.8 1.0% 4 +0.1 pp +0.0 pp -0.2 pp +1.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 12.7 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 12.7 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 12.6 2.7% 4 +0.2 pp -2.3 pp -2.4 pp +2.7 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 12.6 7.8% 4 +0.1 pp -2.1 pp -2.3 pp +7.8 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 12.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballast, Inc. CIK 0001730477 0.553 156 12.4 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 12.1 3.3% 4 -0.3 pp -0.7 pp -0.9 pp +3.3 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 11.6 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆Argo Wealth Advisory, LLC CIK 0002104895 0.394 50 11.6 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 11.6 2.6% 4 -0.0 pp -0.0 pp +0.1 pp +2.6 pp
☆Tamar Securities, LLC CIK 0001703081 0.527 90 11.5 1.2% 4 +0.1 pp +0.2 pp +0.2 pp +1.2 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 11.5 4.4% 4 +0.2 pp +0.1 pp +0.0 pp +4.4 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 11.4 0.9% 4 +0.1 pp +0.0 pp -0.0 pp +0.9 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 11.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 11.2 0.2% 4 +0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Fortune Financial Group, Inc. CIK 0002106311 0.038 119 11.0 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 11.0 4.3% 4 -0.1 pp -0.3 pp -0.6 pp +4.3 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 11.0 6.8% 4 -0.6 pp +0.4 pp +0.0 pp +6.8 pp
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 10.8 3.4% 4 +0.1 pp +0.1 pp -0.1 pp +3.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 10.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 10.5 7.2% 4 +0.3 pp -0.7 pp -1.9 pp +7.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 10.5 0.6% 4 +0.0 pp +0.2 pp +0.4 pp +0.6 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 10.3 5.4% 4 -0.0 pp +0.1 pp -0.1 pp +5.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 10.2 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 10.2 4.2% 4 +0.2 pp +0.6 pp +0.5 pp +4.2 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 10.1 2.8% 5 +0.2 pp +0.3 pp +0.4 pp +0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 10.1 0.2% 3 +0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 10.1 4.1% 4 -1.8 pp -2.6 pp -3.5 pp +4.1 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 10.1 3.3% 4 -1.7 pp -1.9 pp -6.8 pp +3.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 10.0 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 9.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 9.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 9.5 1.4% 4 +0.0 pp -0.1 pp -0.2 pp +1.4 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 9.2 1.0% 4 -0.1 pp -0.1 pp -1.9 pp +1.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 9.2 0.6% 4 +0.1 pp +0.1 pp -0.0 pp +0.6 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 9.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ted Buchan & Co CIK 0002033413 0.435 95 9.0 3.3% 4 +0.1 pp +0.1 pp -0.6 pp +3.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 8.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Guilbault Capital LLC CIK 0002134737 0.306 73 8.7 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 8.7 0.2% 4 -0.2 pp -0.1 pp -0.1 pp +0.2 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 8.7 0.5% 4 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 8.6 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 8.5 3.8% 4 +0.2 pp +1.8 pp +1.8 pp +3.8 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 8.5 0.7% 5 -0.2 pp -0.4 pp -0.8 pp -1.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 8.4 0.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Prota Financial, LLC CIK 0002126257 0.258 70 8.4 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 7.9 0.4% 4 -0.0 pp -0.1 pp -0.4 pp +0.4 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 7.8 0.6% 4 +0.5 pp +0.5 pp +0.5 pp +0.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 7.5 0.2% 4 +0.0 pp +0.0 pp -0.3 pp +0.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 7.4 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Oxford Wealth Group, LLC CIK 0002007082 0.362 89 7.4 4.0% 2 +0.4 pp +4.0 pp +4.0 pp +4.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 7.3 1.4% 4 -0.0 pp -0.0 pp -0.1 pp +1.4 pp
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☆Modus Advisors, LLC CIK 0001799284 0.297 118 7.2 2.0% 4 +0.1 pp +0.1 pp +0.0 pp +2.0 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 7.1 4.3% 5 +0.1 pp +0.0 pp -0.2 pp -0.7 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 7.0 1.5% 4 +0.1 pp +0.1 pp +0.1 pp +1.5 pp
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☆Clarus Wealth Advisors CIK 0001730149 0.310 86 7.0 3.0% 4 +0.1 pp +0.1 pp -0.1 pp +3.0 pp
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☆Summit Financial, LLC CIK 0001765536 0.662 1580 6.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 6.9 3.3% 4 +0.0 pp +0.2 pp +0.3 pp +3.3 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 6.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 6.8 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
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☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 6.7 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
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☆Tempo Wealth, LLC CIK 0002112005 0.447 237 6.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 6.5 0.4% 4 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 6.5 0.3% 4 +0.0 pp -0.1 pp -0.6 pp +0.3 pp
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☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 6.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 6.5 4.4% 4 +0.2 pp -0.0 pp -0.0 pp +4.4 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 6.5 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 6.4 3.1% 2 -0.7 pp +3.1 pp +3.1 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 6.4 0.3% 4 -0.0 pp -0.3 pp -0.4 pp +0.3 pp
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☆Granby Capital Management, LLC CIK 0001857581 0.846 14 6.3 3.6% 4 +0.4 pp +0.5 pp +0.5 pp +3.6 pp
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☆Tandem Investment Partners LLC CIK 0002056333 0.314 76 6.1 5.1% 4 +0.2 pp +0.5 pp +0.4 pp +5.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 5.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 5.8 1.1% 4 +0.1 pp -0.5 pp -0.9 pp +1.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 5.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 5.7 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 5.6 1.5% 4 +0.1 pp +0.2 pp +0.3 pp +1.5 pp
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☆EPG Wealth Management LLC CIK 0001803058 0.273 318 5.5 1.5% 4 +0.1 pp +0.2 pp +0.2 pp +1.5 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 5.5 1.2% 4 -0.0 pp -0.0 pp -0.1 pp +1.2 pp
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☆ODonnell Financial Services, LLC CIK 0001730962 0.716 74 5.0 1.7% 4 +0.0 pp -0.1 pp -3.6 pp +1.7 pp
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☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 4.8 1.3% 4 +0.2 pp +0.1 pp +0.0 pp +1.3 pp
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☆BCS Wealth Management CIK 0001798172 0.420 270 4.8 1.0% 4 +0.0 pp +0.0 pp +0.2 pp +1.0 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆ATLANTIC FAMILY WEALTH, LLC CIK 0002012511 0.738 64 2.6 1.8% 4 +0.0 pp -0.2 pp -0.8 pp +1.8 pp
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☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 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
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 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 +0.0 pp -0.8 pp -0.8 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
☆CMC Financial Group CIK 0001770940 0.082 45 0.0 0.0% 0 -9.0 pp -14.7 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 +0.0 pp -0.6 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 +0.0 pp -0.2 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 +0.0 pp -0.5 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 +0.0 pp -0.1 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 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 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 +0.0 pp -1.5 pp -1.5 pp +0.0 pp
☆Gainplan LLC CIK 0001697857 0.087 60 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 +0.0 pp -0.8 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -6.8 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.0 0.0% 0 -0.2 pp -0.2 pp -0.4 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 +0.0 pp -0.1 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
☆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 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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 +0.0 pp -0.1 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
☆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
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 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 -0.6 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 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 +0.0 pp -0.1 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
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.0 0.0% 0 +0.0 pp -0.7 pp -12.5 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 -0.3 pp -0.5 pp -0.5 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 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
☆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
☆First Western Trust Bank CIK 0001513189 0.923 215 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 +0.0 pp -0.7 pp -0.8 pp +0.0 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 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 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 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 +0.0 pp -0.3 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -1.1 pp -1.2 pp -1.6 pp -1.6 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
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.2 pp -0.4 pp -0.4 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 (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