Signals

← Signals

☆CPA

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

Flow ranking

Rank#24909
Score / z-1.359 / -1.65
Consensus115.61 over 207 funds
Momentumno 12m return

Price & positioning

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

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Capital World Investors CIK 0001422849 0.974 637 444.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 382.1 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 226.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPRUCEGROVE INVESTMENT MANAGEMENT LTD CIK 0001234074 0.871 40 225.8 35.3% 5 +4.5 pp +7.6 pp +13.4 pp +12.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 190.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 162.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 120.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 119.7 0.8% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIL Ltd CIK 0000318989 0.878 1140 90.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 88.9 0.9% 5 +0.4 pp +0.7 pp +0.6 pp +0.6 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 78.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LAKEWOOD CAPITAL MANAGEMENT, LP CIK 0001424381 0.450 62 77.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Wishbone Management, LP CIK 0001777734 0.588 5 73.5 31.7% 5 -7.9 pp +7.4 pp +1.5 pp +8.2 pp
☆Marathon Asset Management Ltd CIK 0001861026 0.637 74 64.5 2.6% 5 +0.8 pp +0.7 pp +1.0 pp +1.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 64.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Carrhae Capital LLP CIK 0001555254 0.322 23 62.3 4.1% 3 -0.1 pp +3.1 pp +4.1 pp -1.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 61.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 59.9 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 56.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 51.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 49.5 0.3% 5 +0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 44.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 44.0 0.0% 5 +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 43.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 40.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INCA Investments LLC CIK 0001513137 0.802 10 36.9 10.4% 2 +0.9 pp +10.4 pp +10.4 pp +10.4 pp
☆LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 32.4 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 27.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 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 25.3 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cape Ann Asset Management Ltd CIK 0001768237 0.824 12 22.3 5.1% 5 +1.2 pp -2.1 pp -3.6 pp -5.3 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 18.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 18.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 17.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 16.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 16.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 16.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Artemis Investment Management LLP CIK 0001535385 0.328 213 15.1 0.1% 5 -0.6 pp -0.5 pp -0.4 pp -0.1 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 14.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 14.6 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 14.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 14.3 0.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Shellback Capital, LP CIK 0001591744 0.016 89 13.8 1.2% 5 -0.7 pp +0.6 pp +0.8 pp +0.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GLOBEFLEX CAPITAL L P CIK 0000921531 0.114 394 13.6 1.7% 5 +0.2 pp +0.1 pp +0.2 pp +1.0 pp
☆Banco BTG Pactual S.A. CIK 0001536080 0.348 136 13.2 1.8% 1 +1.8 pp +1.5 pp +1.7 pp +1.8 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 12.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 12.1 0.3% 4 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 11.6 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Amundi CIK 0001330387 0.000 1 10.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 10.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 10.0 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Hosking Partners LLP CIK 0001650135 0.592 98 9.8 0.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 9.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆1492 Capital Management LLC CIK 0001584087 0.142 133 8.9 2.6% 5 +0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 8.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 8.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ruffer LLP CIK 0001426859 0.221 187 8.1 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 7.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Virtus Family Office LLC CIK 0001913482 0.217 62 7.2 5.7% 5 +1.3 pp +1.5 pp +1.2 pp +0.1 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 7.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 6.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 6.8 0.1% 3 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 6.6 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VELA Investment Management, LLC CIK 0001895612 0.203 132 6.2 1.5% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 6.1 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 4.8 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 4.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆U S GLOBAL INVESTORS INC (GROW) CIK 0000754811 0.508 127 4.6 0.4% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 4.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 4.3 0.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.5 pp
☆Lifetime Wealth Management P.C. CIK 0002116339 0.263 90 4.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Boston Partners CIK 0001386060 0.833 802 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 4.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Fourth Sail Capital LP CIK 0001803158 0.040 26 3.8 0.6% 3 -2.0 pp -1.9 pp +0.6 pp -3.6 pp
☆CM Management, LLC CIK 0001841857 0.058 71 3.7 2.4% 5 +0.9 pp +2.1 pp +1.5 pp +1.6 pp
☆MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 3.7 0.7% 5 +0.0 pp -0.6 pp -1.2 pp -1.3 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 3.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 3.5 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Uniplan Investment Counsel, Inc. CIK 0001520710 0.368 175 3.5 0.3% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 3.3 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 3.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PAR CAPITAL MANAGEMENT INC CIK 0001051359 0.934 45 3.1 0.1% 5 -0.4 pp -0.4 pp -0.4 pp -0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORMULA GROWTH LTD CIK 0001093219 0.072 145 2.4 0.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 2.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 2.2 0.0% 5 -0.3 pp -0.3 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.1 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 2.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Convergence Investment Partners, LLC CIK 0001456133 0.067 241 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 1.9 0.0% 5 -0.0 pp -0.5 pp -0.5 pp -0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 1.8 0.1% 5 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GARDNER LEWIS ASSET MANAGEMENT L P CIK 0000941560 0.046 75 1.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WINTON GROUP Ltd CIK 0001612063 0.014 1137 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.3 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hyperion Capital Advisors LP CIK 0001794499 0.314 67 1.3 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everstar Asset Management, LLC CIK 0002023744 0.121 202 1.2 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 1.2 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DODGE & COX CIK 0000200217 0.944 222 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KLEIN PAVLIS & PEASLEY FINANCIAL, INC. CIK 0001907480 0.228 89 1.1 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
☆MARIETTA INVESTMENT PARTNERS LLC CIK 0001114702 0.345 170 1.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 1.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PDT Partners, LLC CIK 0001564702 0.042 489 1.0 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 0.8 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.2 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 0.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 0.7 0.0% 1 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆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
☆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
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 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 -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 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
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 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 +0.0 pp -0.0 pp -0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 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
☆OPTIMIZE FINANCIAL INC. CIK 0002033266 0.127 294 0.0 0.0% 0 +0.0 pp -0.2 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
☆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
☆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
☆MILLINGTON SECURITIES, LLC CIK 0001449088 0.438 275 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 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
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 +0.0 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
☆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
☆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
☆Sagil Capital LLP CIK 0001747744 0.130 19 0.0 0.0% 0 +0.0 pp -4.1 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 0.0 0.0% 0 -2.1 pp -4.9 pp -4.0 pp -4.5 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMIST CAPITAL MANAGEMENT, LP CIK 0001767809 0.000 39 0.0 0.0% 0 +0.0 pp -0.4 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
☆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
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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 +0.0 pp -0.5 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARIEL INVESTMENTS, LLC CIK 0000936753 0.768 106 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 0.0 0.0% 0 -0.7 pp -0.8 pp -0.7 pp -0.7 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 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 +0.0 pp -0.6 pp -0.6 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆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
☆HUSSMAN STRATEGIC ADVISORS, INC. CIK 0001179475 0.008 231 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 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 +0.0 pp -0.1 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 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
☆Aristides Capital LLC CIK 0001595521 0.108 147 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 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
☆SIG BROKERAGE, LP CIK 1094429 0.013 305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 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 +0.0 pp -0.1 pp -0.1 pp
☆WASATCH ADVISORS LP CIK 0000814133 0.571 219 0.0 0.0% 0 -0.2 pp -0.3 pp -0.4 pp -0.2 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 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
☆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
☆Empirical Finance, LLC CIK 0001572838 0.574 505 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Point Nemo Capital, LLC CIK 0001988307 0.000 188 0.0 0.0% 0 -0.7 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
☆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
☆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
☆Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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
☆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
☆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
☆ADVENT CAPITAL MANAGEMENT /DE/ CIK 0001097278 0.171 219 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 -0.1 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
☆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
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 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
☆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
☆Magnetar Financial LLC CIK 0001352851 0.768 1133 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 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 (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