Signals

← Signals

☆CSHI

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

Flow ranking

Rank#3702
Score / z0.000 / -0.02
Consensus39.97 over 89 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)
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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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 34.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 28.2 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 26.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 25.8 2.5% 3 +1.1 pp +2.3 pp +2.5 pp +2.5 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 21.8 0.6% 5 +0.1 pp +0.2 pp +0.1 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 21.5 5.1% 5 +0.6 pp +0.4 pp +0.4 pp +0.6 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 20.8 4.1% 5 -3.3 pp -3.0 pp -3.2 pp -2.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 20.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 18.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 14.1 3.9% 5 +0.0 pp +0.0 pp +2.2 pp +3.5 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 10.9 2.2% 5 +1.7 pp +1.9 pp +1.6 pp +1.7 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 10.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 8.9 5.2% 5 -0.5 pp -0.4 pp -0.7 pp -0.8 pp
☆Gainplan LLC CIK 0001697857 0.087 60 8.7 3.4% 5 -3.2 pp -0.0 pp -0.4 pp -0.6 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 8.4 2.9% 5 -2.4 pp +1.7 pp +2.2 pp +2.3 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 8.0 1.8% 5 -0.5 pp -0.2 pp -0.3 pp +1.4 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 7.4 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.8 0.1% 7 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 6.1 1.8% 5 -1.0 pp -0.2 pp +0.1 pp -0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 6.0 0.4% 3 -0.1 pp -0.1 pp +0.4 pp -0.1 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 5.5 2.5% 5 -0.9 pp -1.3 pp -1.0 pp -0.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Advisors LLC CIK 0002136099 0.284 77 5.3 4.8% 2 -1.5 pp +4.8 pp +4.8 pp +4.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 3.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 3.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.3 0.1% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 2.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 2.6 0.3% 5 -0.1 pp -0.3 pp +0.0 pp +0.1 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 2.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 2.4 1.5% 4 +0.3 pp -1.1 pp -1.1 pp +1.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 2.2 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 2.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALONGSIDE, LLC CIK 2113496 0.043 190 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 1.5 0.4% 5 -0.3 pp -0.1 pp -0.1 pp -0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 1.4 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 1.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 1.2 0.1% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 1.1 0.5% 5 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 1.0 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 1.0 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆Invst, LLC CIK 0001867587 0.314 343 0.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.9 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 0.9 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 0.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.8 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆S&A Financial Services, Inc. CIK 2140428 0.330 88 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.7 0.5% 4 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.6 0.4% 5 +0.2 pp -0.1 pp +0.1 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.6 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 0.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.5 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 0.5 0.3% 5 -0.5 pp -0.3 pp -0.5 pp -0.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.3 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 0.3 0.2% 3 -0.8 pp -0.9 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thompson David Blair CIK 2150492 0.059 212 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PMV Capital Advisers, LLC CIK 0001980695 0.285 57 0.2 0.4% 4 -0.0 pp -0.2 pp -0.2 pp +0.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 5 -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% 5 -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
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 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 0.0 0.0% 7 -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 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆United Capital Management of KS, Inc. CIK 0001753219 0.285 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 0.0 0.0% 0 -0.1 pp -0.3 pp -0.3 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 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
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 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 CSHI). Qtrs Held counts distinct quarters this fund has actually held CSHI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CSHI position size. Δ columns are the percentage-point change in CSHI'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