Signals

CRWV

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

Flow ranking

Rank#18
Score / z6.811 / 8.71
Consensus184.40 over 351 funds
Momentumno 12m return

Price & positioning

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

Forensics

Issuance as of 2026Q2
Accrual ratio-0.017
F-score5
M-score
Net issuance3514.5%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-15 Intrator Michael N 10b5-1 S $6,126,440
2026-09-15 Intrator Michael N 10b5-1 S $6,285,688
2026-09-15 Intrator Michael N 10b5-1 S $3,371,680
2026-09-15 Intrator Michael N 10b5-1 S $598,873
2026-09-15 Intrator Michael N 10b5-1 M
2026-09-15 Intrator Michael N 10b5-1 S $3,298,734
2026-09-15 Intrator Michael N 10b5-1 S $3,384,961
2026-09-15 Intrator Michael N 10b5-1 S $1,815,322
2026-09-15 Intrator Michael N 10b5-1 S $322,400

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
Magnetar Financial LLC CIK 0001352851 0.768 1133 15,624.1 75.7% 1 +75.7 pp +75.7 pp +75.7 pp +75.7 pp
FMR LLC CIK 0000315066 0.989 5571 4,079.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NVIDIA CORP (NVDA) CIK 0001045810 0.962 8 3,958.7 91.4% 1 +91.4 pp +91.4 pp +91.4 pp +91.4 pp
COATUE MANAGEMENT LLC CIK 0001135730 0.880 66 2,902.1 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 1,373.7 20.0% 1 +20.0 pp +20.0 pp +20.0 pp +20.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 822.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 635.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 578.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 472.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 382.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Insight Holdings Group, LLC CIK 0001305473 0.306 30 363.5 15.2% 1 +15.2 pp +15.2 pp +15.2 pp +15.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 270.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 262.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CISCO SYSTEMS, INC. (CSCO) CIK 0000858877 0.864 6 173.5 39.1% 1 +39.1 pp +39.1 pp +39.1 pp +39.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 116.8 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 116.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 108.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altimeter Capital Management, LP CIK 0001541617 0.780 20 105.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Burkehill Global Management, LP CIK 0001904549 0.000 173 99.0 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 76.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 72.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARK Investment Management LLC CIK 0001697748 0.765 190 55.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.376 177 43.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Sivia Capital Partners, LLC CIK 0002012032 0.068 540 39.8 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 34.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 34.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Amova Asset Management Americas, Inc. CIK 0001480751 0.731 276 33.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Forest Avenue Capital Management LP CIK 0001944889 0.275 24 33.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 32.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 31.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 29.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 25.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atreides Management, LP CIK 0001777813 0.274 46 25.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 24.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 22.9 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 21.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 20.3 0.0% 1 +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 18.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 15.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 14.3 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 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 13.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 13.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 13.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 13.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DISCOVERY CAPITAL MANAGEMENT, LLC / CT CIK 0001389507 0.127 113 12.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 12.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 11.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.8 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 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GF FUND MANAGEMENT CO. LTD. CIK 0002057060 0.516 587 8.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alpine Global Management, LLC CIK 0001581655 0.035 232 8.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.0 0.0% 1 +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 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Virtus Wealth Solutions LLC CIK 0002045870 0.251 53 7.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EHP Funds Inc. CIK 0001927881 0.000 25 6.7 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Renaissance Capital LLC CIK 0001535058 0.222 52 5.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SAPPHIRE VENTURES, L.P. CIK 0001697665 0.805 4 4.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 3.9 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 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Telligent Fund, LP CIK 0001470723 0.205 23 3.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 2.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
IQ EQ FUND MANAGEMENT (IRELAND) Ltd CIK 0001620943 0.314 289 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATAURO, LLC CIK 0002052964 0.684 158 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AGP FRANKLIN, LLC CIK 0002056566 0.170 93 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Munro Partners CIK 0001768744 0.213 59 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RWQ Financial Management Services, Inc. CIK 0001846544 0.140 24 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG HOLDINGS, INC. CIK 0001845210 0.763 87 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WISCONSIN CAPITAL MANAGEMENT LLC CIK 0000926833 0.447 47 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 1.3 1.2% 2 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 1.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NFSG Corp CIK 0001879757 0.275 1245 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CastleKnight Management LP CIK 0001835751 0.112 402 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Yarbrough Capital, LLC CIK 0001767686 0.931 88 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Miura Global Management, LLC CIK 0001352272 0.000 13 1.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rockline Wealth Management, LLC CIK 0002005098 0.502 107 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ALLIANZ SE CIK 0001127508 0.910 519 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fox Hill Wealth Management CIK 0002016110 0.179 120 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd CIK 0001869164 0.006 126 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morse Asset Management, Inc CIK 0001705711 0.260 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.202 780 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 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
Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.670 542 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
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 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
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 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 CRWV). Qtrs Held counts distinct quarters this fund has actually held CRWV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CRWV position size. Δ columns are the percentage-point change in CRWV'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