Signals

← Signals

☆CPK

294 in-universe funds with a nonzero position in CPK within the trailing 4 quarters, as of 2025Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-01 8-K Item(s) 1.01, 2.03, 8.01, 9.01
2026-08-06 8-K Item(s) 2.02, 7.01, 9.01
2026-07-13 8-K Item(s) 8.01, 9.01
2026-05-08 8-K Item(s) 5.07, 9.01
2026-05-06 8-K Item(s) 2.02, 7.01, 9.01
2026-03-24 8-K Item(s) 5.02, 7.01, 9.01
2026-02-25 8-K Item(s) 2.02, 7.01, 9.01
2025-11-06 8-K Item(s) 2.02, 7.01, 9.01
2025-09-16 8-K Item(s) 5.02, 9.01
2025-08-07 8-K Item(s) 2.02, 7.01, 9.01
2024-11-22 Ownership Dilution filing by CHESAPEAKE UTILITIES CORP (424B5)
2023-11-14 Ownership Dilution filing by CHESAPEAKE UTILITIES CORP (424B5)
2023-11-09 Ownership Dilution filing by CHESAPEAKE UTILITIES CORP (424B5)
2020-08-18 Ownership Dilution filing by CHESAPEAKE UTILITIES CORP (424B5)
2014-12-12 Ownership Dilution filing by CHESAPEAKE UTILITIES CORP (S-3)

Flow ranking

Rank#3127
Score / z0.000 / -0.02
Consensus117.25 over 196 funds
Momentumnot computed

Price & positioning

224 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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

Negative / total0 / 3
FiledFormItems
2026-09-01 8-K 1.01, 2.03, 8.01, 9.01
2026-08-06 8-K 2.02, 7.01, 9.01
2026-07-13 8-K 8.01, 9.01
2026-05-08 8-K 5.07, 9.01
2026-05-06 8-K 2.02, 7.01, 9.01
2026-03-24 8-K 5.02, 7.01, 9.01
2026-02-25 8-K 2.02, 7.01, 9.01
2025-11-06 8-K 2.02, 7.01, 9.01
2025-09-16 8-K 5.02, 9.01
2025-08-07 8-K 2.02, 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2024-11-22 424B5 CHESAPEAKE UTILITIES CORP
2023-11-14 424B5 CHESAPEAKE UTILITIES CORP
2023-11-09 424B5 CHESAPEAKE UTILITIES CORP
2020-08-18 424B5 CHESAPEAKE UTILITIES CORP
2014-12-12 S-3 CHESAPEAKE UTILITIES CORP

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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 442.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 235.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 152.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 115.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 89.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 69.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 65.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 64.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copeland Capital Management, LLC CIK 0001541743 0.466 265 63.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 53.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 40.8 0.0% 1 +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 36.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Boston Trust Walden Corp CIK 0001534866 0.673 396 34.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 33.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 32.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 32.3 0.0% 1 +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 30.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 26.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 18.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 18.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 18.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tributary Capital Management, LLC CIK 0001441888 0.323 135 16.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Zimmer Partners, LP CIK 0001565854 0.202 112 15.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 15.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 14.9 0.0% 1 +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 14.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 12.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Energy Income Partners, LLC CIK 0001388814 0.832 88 8.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tufton Capital Management CIK 0001055963 0.400 127 8.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 8.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 8.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 6.6 0.0% 1 +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 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.224 95 6.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 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 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.8 0.0% 1 +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 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOODY ALDRICH PARTNERS LLC CIK 0000936941 0.063 175 5.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 4.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.9 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 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REAVES W H & CO INC CIK 0000740913 0.781 94 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 2.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riverwater Partners LLC CIK 0001882572 0.130 209 2.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NFJ INVESTMENT GROUP, LLC CIK 0001862664 0.180 208 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fruth Investment Management CIK 0001416856 0.254 225 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventail Capital Group, LP CIK 0001803822 0.064 155 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magellan Asset Management Ltd CIK 0001536105 0.373 78 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBERT D MASON INC CIK 0001169318 0.145 139 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ADVISORY RESEARCH INC CIK 0000902584 0.478 136 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGP FRANKLIN, LLC CIK 0002056566 0.170 93 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cox Capital Mgt LLC CIK 0001748728 0.206 81 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CIK 0001033984 0.658 101 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cladis Investment Advisory, LLC CIK 0001911520 0.181 173 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ICW Investment Advisors LLC CIK 0001794820 0.219 144 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Linden Thomas Advisory Services, LLC CIK 0001965702 0.218 542 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 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
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 CPK). Qtrs Held counts distinct quarters this fund has actually held CPK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CPK position size. Δ columns are the percentage-point change in CPK's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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