Signals

COWZ

1066 in-universe funds with a nonzero position in COWZ within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#575
Score / z0.290 / 0.33
Consensus223.46 over 470 funds
Momentum-0.15 ≠

Price & positioning

224 cached closes, trailing year
Drawdown-5%
Short interest+5% / 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)
Fund Positions
Quarters Held

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 2,172.1 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,097.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 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 889.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 515.2 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 457.4 0.2% 1 +0.2 pp +0.2 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 388.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 336.1 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 260.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 250.0 0.3% 6 -0.0 pp -0.1 pp -0.1 pp -0.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 183.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 178.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 168.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 142.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 132.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 111.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 110.8 0.6% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 104.6 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 93.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 89.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 61.7 2.2% 5 -0.1 pp -0.2 pp -0.1 pp -0.4 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 59.8 1.0% 1 +1.0 pp +0.7 pp -0.2 pp -0.3 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 59.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 53.0 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 52.9 2.7% 5 -0.3 pp -0.1 pp +0.0 pp +0.1 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 51.7 13.3% 5 -2.2 pp -1.3 pp -0.8 pp -1.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 51.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 42.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 42.0 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 41.7 2.1% 5 -0.4 pp -0.4 pp -1.8 pp -1.9 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 41.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 40.7 0.7% 5 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 38.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 37.4 0.0% 5 -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 37.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 37.1 0.7% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 35.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
SFMG, LLC CIK 0001512026 0.796 334 35.1 2.1% 5 -0.3 pp -1.7 pp -1.5 pp -1.6 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 34.1 0.3% 7 -0.2 pp -0.1 pp -0.0 pp +0.3 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 32.7 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 32.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 31.3 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 30.5 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 30.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 29.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Certified Advisory Corp CIK 0001731732 0.386 327 27.9 2.2% 5 -0.3 pp -0.4 pp -0.4 pp -0.6 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 27.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MATAURO, LLC CIK 0002052964 0.684 158 27.0 3.6% 5 -0.1 pp +0.2 pp +0.2 pp -0.4 pp
Presidio Capital Management, LLC CIK 0001931750 0.695 86 26.7 6.7% 5 -0.8 pp -0.6 pp -1.5 pp -1.5 pp
Paragon Capital Management Ltd CIK 0001569765 0.682 223 25.5 4.8% 5 -0.7 pp -0.2 pp +0.2 pp +0.4 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 25.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 25.0 1.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
Wiser Wealth Management, Inc CIK 0001573263 0.875 75 24.9 4.8% 5 -0.5 pp -0.3 pp -0.1 pp -0.2 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 23.5 3.7% 5 -0.2 pp -0.1 pp +0.3 pp +2.4 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 23.3 0.3% 6 -0.2 pp -0.4 pp -0.5 pp -0.8 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 22.7 0.5% 5 -0.1 pp -0.2 pp -0.0 pp -0.1 pp
Decker Wealth Management LLC CIK 0002129751 0.422 106 22.4 4.8% 2 -0.5 pp +4.8 pp +4.8 pp +4.8 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 22.1 0.0% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 22.0 0.1% 5 +0.0 pp -0.0 pp -0.3 pp -0.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 20.7 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 20.3 0.4% 7 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
Financial Security Advisor, Inc. CIK 0001997602 0.682 161 20.1 3.3% 5 -0.2 pp +0.3 pp +1.0 pp +0.9 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 19.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 19.4 0.3% 5 -0.3 pp -0.1 pp -0.1 pp -0.2 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 19.3 0.9% 5 -0.3 pp -0.3 pp -0.3 pp -0.6 pp
Wealth Group Ltd CIK 0002010748 0.858 95 19.2 3.7% 5 -0.8 pp -0.6 pp -1.2 pp -2.3 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 18.9 0.9% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 18.8 6.0% 5 -0.7 pp +0.3 pp +0.5 pp +0.4 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 18.4 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
GLR Partners, LLC CIK 0002134831 0.349 111 17.7 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 17.4 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 17.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 17.2 8.5% 5 -1.3 pp -0.7 pp -0.5 pp -1.0 pp
Cyr Financial Inc. CIK 0002010666 0.648 62 17.0 8.8% 5 -0.5 pp -0.2 pp +0.1 pp -0.2 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 17.0 1.5% 5 -0.2 pp -0.5 pp -1.0 pp -1.3 pp
Madrona Financial Services, LLC CIK 0001578370 0.590 143 16.9 3.1% 5 -0.4 pp +0.2 pp +0.3 pp +0.2 pp
&PARTNERS CIK 0000107136 0.806 2509 16.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 16.5 0.9% 5 -0.6 pp -0.6 pp -0.6 pp -0.6 pp
PSI Advisors, LLC CIK 0001779040 0.509 151 16.3 3.8% 5 -0.4 pp -0.3 pp -0.4 pp -3.9 pp
Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 16.0 2.6% 5 -0.3 pp -0.4 pp -0.5 pp -1.2 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 15.5 3.2% 5 -0.2 pp -0.3 pp -0.2 pp -0.7 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 15.5 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 15.5 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 15.4 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.3 pp
Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 14.5 8.5% 5 -0.1 pp -0.3 pp -0.3 pp -4.5 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 14.3 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.4 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 14.1 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 14.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 14.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Copley Financial Group, Inc. CIK 0002045258 0.304 118 13.7 8.3% 6 +0.2 pp +0.6 pp +0.9 pp +0.8 pp
Sylvest Advisors, LLC CIK 0002044121 0.653 78 13.6 6.1% 5 -1.2 pp -0.9 pp -2.2 pp -2.4 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 13.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 13.0 0.7% 7 -0.3 pp -0.2 pp +0.2 pp +0.2 pp
Sanchez Wealth Management Group CIK 0001697740 0.746 52 13.0 2.3% 5 -0.5 pp -0.3 pp -2.8 pp -2.8 pp
XML Financial, LLC CIK 0001800465 0.420 447 13.0 0.9% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 12.8 0.7% 5 -0.1 pp +0.3 pp +0.1 pp +0.1 pp
Marble Wealth, LLC CIK 0002110081 0.515 234 12.7 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 12.7 0.8% 5 -0.2 pp -0.1 pp -0.1 pp -0.3 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 12.6 0.2% 1 +0.2 pp -0.0 pp -0.1 pp +0.2 pp
GEN Financial Management, INC. CIK 0002032497 0.680 42 12.5 7.5% 5 -0.3 pp -0.3 pp -2.4 pp -2.6 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 12.4 1.3% 5 -0.3 pp -0.3 pp -0.4 pp -0.7 pp
Ballast, Inc. CIK 0001730477 0.553 156 12.1 2.3% 3 -0.6 pp -0.5 pp +2.3 pp +2.3 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 12.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Argo Wealth Advisory, LLC CIK 0002104895 0.394 50 11.9 6.6% 2 -0.2 pp +6.6 pp +6.6 pp +6.6 pp
Navigation Group, LLC CIK 0002132497 0.648 121 11.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 11.4 2.3% 5 -0.3 pp -0.3 pp -0.3 pp -0.2 pp
Csenge Advisory Group CIK 0001715593 0.550 760 11.3 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 11.3 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
Mainsail Financial Group, LLC CIK 0001961290 0.465 72 11.3 3.8% 5 -0.4 pp -0.2 pp +0.2 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 11.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 11.3 0.8% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 11.3 2.8% 5 -0.6 pp -0.9 pp -1.2 pp -1.4 pp
INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 11.2 3.2% 5 -0.2 pp -0.1 pp -0.1 pp -0.4 pp
PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 11.2 5.0% 5 -0.4 pp -0.5 pp -0.3 pp -0.5 pp
Owen LaRue, LLC CIK 0001965328 0.199 139 11.1 3.9% 5 -0.5 pp -0.3 pp -0.4 pp -0.5 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 11.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 10.8 3.4% 5 -0.9 pp -1.0 pp -1.1 pp -1.5 pp
Accordant Advisory Group Inc CIK 0002013499 0.171 242 10.6 7.2% 5 +0.4 pp -0.3 pp +0.8 pp +0.4 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 10.6 2.5% 6 -0.3 pp -0.1 pp -0.0 pp +0.1 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 10.5 0.5% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 10.5 0.2% 4 -0.1 pp +0.2 pp -0.1 pp +0.2 pp
Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 10.5 6.5% 5 -0.7 pp -0.4 pp -1.3 pp -2.6 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 10.2 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 10.2 2.8% 5 -0.5 pp -2.2 pp -2.4 pp -7.3 pp
Altus Wealth Group LLC CIK 0001842572 0.448 154 9.7 3.5% 5 -0.6 pp -2.4 pp -3.2 pp -4.1 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 9.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 9.6 0.6% 5 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 9.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 9.6 0.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
Tamar Securities, LLC CIK 0001703081 0.527 90 9.5 0.9% 5 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
World Investment Advisors CIK 0001652594 0.670 1523 9.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 9.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 9.1 1.1% 5 -0.3 pp -0.3 pp -0.3 pp -0.5 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 9.1 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Ted Buchan & Co CIK 0002033413 0.435 95 9.1 3.0% 5 -0.3 pp -0.2 pp -0.1 pp -0.9 pp
Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 9.1 3.5% 5 -0.3 pp -0.0 pp +1.5 pp +1.6 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 8.8 0.3% 5 +0.0 pp -0.2 pp -0.0 pp -0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 8.6 0.8% 5 -0.2 pp -0.3 pp -0.4 pp -2.1 pp
Guilbault Capital LLC CIK 0002134737 0.306 73 8.6 8.6% 2 -1.0 pp +8.6 pp +8.6 pp +8.6 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 8.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 8.4 0.2% 5 +0.1 pp +0.1 pp -0.1 pp -0.2 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 8.3 0.3% 6 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 8.2 0.4% 5 -0.2 pp -0.2 pp +0.0 pp +0.2 pp
Winter & Associates, Inc. CIK 0002109063 0.133 85 8.1 6.1% 2 +0.4 pp +6.1 pp +6.1 pp +6.1 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 7.7 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 7.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 7.5 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 7.4 1.1% 4 +0.1 pp -0.1 pp +0.0 pp +1.1 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 7.3 0.4% 6 -0.2 pp -0.4 pp -0.6 pp -1.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 7.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 7.2 1.8% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 7.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 7.1 3.7% 6 -0.6 pp -0.5 pp -0.5 pp -0.8 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 7.0 0.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.2 pp
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RVW Wealth, LLC CIK 0001756543 0.783 183 7.0 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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TABLEAUX LLC CIK 0002060663 0.396 120 6.8 2.9% 3 -0.2 pp -0.9 pp +2.9 pp +2.9 pp
Clarus Wealth Advisors CIK 0001730149 0.310 86 6.8 2.6% 5 -0.3 pp -0.3 pp -0.3 pp -0.5 pp
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Oxford Wealth Group, LLC CIK 0002007082 0.362 89 6.4 2.9% 3 -1.2 pp -0.8 pp +2.9 pp +2.9 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 6.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Tempo Wealth, LLC CIK 0002112005 0.447 237 6.4 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 6.4 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 6.4 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.6 pp
NWAM LLC CIK 0001655006 0.392 684 6.3 0.3% 5 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
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Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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EPG Wealth Management LLC CIK 0001803058 0.273 318 5.6 1.3% 5 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
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Prota Financial, LLC CIK 0002126257 0.258 70 5.6 3.7% 2 -2.4 pp +3.7 pp +3.7 pp +3.7 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 5.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aspire Capital Advisors LLC CIK 0001906014 0.535 134 5.5 1.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
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American Alpha Advisors, LLC CIK 0002041441 0.151 91 5.2 3.1% 5 +0.7 pp -0.3 pp +1.8 pp +2.3 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 5.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BCS Wealth Management CIK 0001798172 0.420 270 5.2 0.9% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PFG Advisors CIK 0001694435 0.248 791 5.1 0.3% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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CMC Financial Group CIK 0001770940 0.082 45 5.0 9.7% 1 +9.7 pp +0.8 pp -5.0 pp +9.7 pp
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Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 4.7 0.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Fortis Capital Management LLC CIK 0001802167 0.488 235 4.6 0.5% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
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Lodestone Wealth Management LLC CIK 0001950158 0.202 781 4.5 1.6% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
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OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Commerce Advisors, LLC CIK 0001567247 0.122 128 4.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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Savant Capital, LLC CIK 0001482880 0.851 1836 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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BNB Wealth Management, LLC CIK 0002111175 0.183 94 0.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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Centric Wealth Management CIK 0001752761 0.252 209 0.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
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GSG Advisors LLC CIK 0001995773 0.640 148 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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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
EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
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NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
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Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
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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
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Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.0 0.0% 0 -1.0 pp -0.8 pp -0.8 pp -0.8 pp
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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
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Ferguson Shapiro LLC CIK 0001767433 0.167 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 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 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 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 +0.0 pp -0.1 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 0 -0.0 pp -0.0 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
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.2 pp -0.1 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
Evergreen Advisors, LLC CIK 0001762294 0.919 31 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 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 +0.0 pp -0.1 pp
Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp -0.3 pp
SIERRA SUMMIT ADVISORS LLC CIK 0002012614 0.122 185 0.0 0.0% 0 +0.0 pp -0.1 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
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
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 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
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 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
Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -12.5 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cottage Street Advisors LLC CIK 0001665302 0.295 149 0.0 0.0% 0 -0.1 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
Pacific Wealth Management CIK 0001852338 0.868 19 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.6 pp
Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 0.0 0.0% 0 +0.0 pp -0.1 pp -3.4 pp -3.6 pp
RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 +0.0 pp -0.3 pp -0.5 pp -0.5 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp -1.5 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -6.8 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Berkeley, Inc CIK 0002051965 0.447 86 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 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 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Smart Portfolios, LLC CIK 0001513227 0.221 99 0.0 0.0% 0 -1.9 pp -1.8 pp -2.6 pp -2.6 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
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -1.0 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
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 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
True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 +0.0 pp -0.0 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
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
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -1.1 pp -1.2 pp -1.6 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Field & Main Bank CIK 0001594492 0.202 271 0.0 0.0% 0 +0.0 pp -0.0 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
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
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
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
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 (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