Signals

CPSA

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

Flow ranking

Rank#3607
Score / z0.000 / -0.02
Consensus6.50 over 10 funds
Momentumnot computed

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
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

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
Calamos Advisors LLC CIK 0001316507 0.672 942 9.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 2.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Blue Water Asset Management CIK 0002033384 0.650 108 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.7 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.6 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TrustBank CIK 0002107256 0.632 175 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.6 0.3% 4 -0.3 pp -0.5 pp -0.8 pp +0.3 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 0.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
City Center Advisors, LLC CIK 0002030341 0.089 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 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 CPSA). Qtrs Held counts distinct quarters this fund has actually held CPSA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CPSA position size. Δ columns are the percentage-point change in CPSA'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