Signals

← Signals

☆CPA

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

Flow ranking

Rank#23130
Score / z-0.856 / -0.80
Consensus93.76 over 182 funds
Momentumno 12m return

Price & positioning

227 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 ▾
☆Capital World Investors CIK 0001422849 0.974 637 421.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 293.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆SPRUCEGROVE INVESTMENT MANAGEMENT LTD CIK 0001234074 0.871 40 193.0 30.9% 4 +3.1 pp +8.9 pp +8.4 pp +30.9 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 158.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 137.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 117.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 83.6 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 83.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Artemis Investment Management LLP CIK 0001535385 0.328 213 70.5 0.7% 4 +0.1 pp +0.2 pp +0.5 pp +0.7 pp
☆Carrhae Capital LLP CIK 0001555254 0.322 23 58.9 4.2% 2 +3.2 pp +4.2 pp -1.2 pp +4.2 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 58.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 54.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wishbone Management, LP CIK 0001777734 0.588 5 53.7 39.6% 4 +15.3 pp +9.4 pp +16.1 pp +39.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 53.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Marathon Asset Management Ltd CIK 0001861026 0.637 74 48.2 1.8% 4 -0.1 pp +0.2 pp +0.4 pp +1.8 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 47.0 0.5% 4 +0.3 pp +0.2 pp +0.3 pp +0.5 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 39.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 37.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 36.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 35.5 0.2% 4 -0.2 pp -0.2 pp -0.1 pp +0.2 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 34.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆INCA Investments LLC CIK 0001513137 0.802 10 26.9 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 25.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 25.5 2.1% 4 -2.7 pp -1.9 pp -2.3 pp +2.1 pp
☆WASATCH ADVISORS LP CIK 0000814133 0.571 219 24.7 0.2% 4 -0.2 pp -0.2 pp -0.1 pp +0.2 pp
☆LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 23.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 20.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 20.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 19.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PAR CAPITAL MANAGEMENT INC CIK 0001051359 0.934 45 17.9 0.5% 4 +0.0 pp +0.0 pp +0.3 pp +0.5 pp
☆Cape Ann Asset Management Ltd CIK 0001768237 0.824 12 17.4 4.0% 4 -3.3 pp -4.8 pp -6.4 pp +4.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 16.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 16.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Sail Capital LP CIK 0001803158 0.040 26 15.5 2.6% 2 +0.0 pp +2.6 pp -1.7 pp +2.6 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 15.3 0.4% 4 +0.0 pp +0.3 pp +0.3 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 15.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shellback Capital, LP CIK 0001591744 0.016 89 13.6 1.9% 4 +1.4 pp +1.6 pp +1.6 pp +1.9 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 11.7 0.6% 4 -0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 11.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 10.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 10.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 10.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 10.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLOBEFLEX CAPITAL L P CIK 0000921531 0.114 394 9.9 1.5% 4 -0.1 pp -0.0 pp +0.7 pp +1.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.9 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 9.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 8.4 0.5% 4 -0.0 pp -0.0 pp +0.1 pp +0.5 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 8.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 7.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Hosking Partners LLP CIK 0001650135 0.592 98 7.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 6.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 6.9 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 6.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 6.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1492 Capital Management LLC CIK 0001584087 0.142 133 6.1 2.3% 4 -0.5 pp -0.5 pp -0.5 pp +2.3 pp
☆Amundi CIK 0001330387 0.000 1 6.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 5.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 5.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtus Family Office LLC CIK 0001913482 0.217 62 5.2 4.4% 4 +0.2 pp -0.1 pp -1.2 pp +4.4 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 5.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ruffer LLP CIK 0001426859 0.221 187 5.0 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VELA Investment Management, LLC CIK 0001895612 0.203 132 4.5 1.1% 4 -0.1 pp -0.1 pp -0.0 pp +1.1 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 4.3 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 4.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEAK6 LLC CIK 0001389958 0.149 850 4.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 4.0 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆U S GLOBAL INVESTORS INC (GROW) CIK 0000754811 0.508 127 3.2 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 3.2 0.6% 4 -0.2 pp -0.2 pp -0.6 pp +0.6 pp
☆MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 3.2 0.7% 4 -0.6 pp -1.2 pp -1.3 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 2.4 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 2.3 0.0% 4 -0.5 pp -0.5 pp -0.1 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADVENT CAPITAL MANAGEMENT /DE/ CIK 0001097278 0.171 219 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 2.0 0.7% 4 -0.1 pp -0.0 pp -0.0 pp +0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 2.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FORMULA GROWTH LTD CIK 0001093219 0.072 145 1.8 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
☆CM Management, LLC CIK 0001841857 0.058 71 1.7 1.4% 4 +1.2 pp +0.5 pp +0.6 pp +1.4 pp
☆Uniplan Investment Counsel, Inc. CIK 0001520710 0.368 175 1.7 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GARDNER LEWIS ASSET MANAGEMENT L P CIK 0000941560 0.046 75 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 1.2 0.1% 4 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HUSSMAN STRATEGIC ADVISORS, INC. CIK 0001179475 0.008 231 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Point Nemo Capital, LLC CIK 0001988307 0.000 188 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 1.1 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everstar Asset Management, LLC CIK 0002023744 0.121 202 1.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hyperion Capital Advisors LP CIK 0001794499 0.314 67 1.0 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.9 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Centiva Capital, LP CIK 0001692507 0.034 1439 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.9 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KLEIN PAVLIS & PEASLEY FINANCIAL, INC. CIK 0001907480 0.228 89 0.8 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆MARIETTA INVESTMENT PARTNERS LLC CIK 0001114702 0.345 170 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.8 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PDT Partners, LLC CIK 0001564702 0.042 489 0.7 0.0% 4 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DODGE & COX CIK 0000200217 0.944 222 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Petrus Trust Company, LTA CIK 0001473429 0.705 27 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Privium Fund Management (UK) Ltd CIK 0001845773 0.096 29 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Aristides Capital LLC CIK 0001595521 0.108 147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIG BROKERAGE, LP CIK 1094429 0.013 305 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINTON GROUP Ltd CIK 0001612063 0.014 1137 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMIST CAPITAL MANAGEMENT, LP CIK 0001767809 0.000 39 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empirical Finance, LLC CIK 0001572838 0.574 505 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPTIMIZE FINANCIAL INC. CIK 0002033266 0.127 294 0.0 0.0% 0 -0.2 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
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 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
☆Sagil Capital LLP CIK 0001747744 0.130 19 0.0 0.0% 0 -4.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 +0.0 pp -0.1 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 CPA). Qtrs Held counts distinct quarters this fund has actually held CPA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CPA position size. Δ columns are the percentage-point change in CPA'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