Signals

CPSJ

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

Flow ranking

Rank#3610
Score / z0.000 / -0.02
Consensus12.63 over 21 funds
Momentumnot computed

Price & positioning

227 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

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
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.9 0.5% 4 -0.4 pp -0.7 pp -0.9 pp +0.5 pp
Blue Water Asset Management CIK 0002033384 0.650 108 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.5 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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 0.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAP Partners, LLC CIK 0002006870 0.188 155 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TrustBank CIK 0002107256 0.632 175 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Innovative Asset Advisors Group, LLC CIK 0002127147 0.091 287 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Able Wealth Management LLC CIK 0002011908 0.307 182 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
NBZ Investment Advisors LLC CIK 0001998018 0.677 80 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +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
Prospera Financial Services Inc CIK 0001541625 0.534 1468 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
Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.4 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
Allworth Financial LP CIK 0001555170 0.907 5124 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
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 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
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 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 CPSJ). Qtrs Held counts distinct quarters this fund has actually held CPSJ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CPSJ position size. Δ columns are the percentage-point change in CPSJ'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