Signals

CSHP

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

Flow ranking

Rank#3714
Score / z0.000 / -0.02
Consensus3.21 over 4 funds
Momentumnot computed

Price & positioning

226 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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 91.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Landing Point Financial Group, LLC CIK 0002025964 0.029 99 1.2 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.0 0.0% 0 -0.2 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
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 CSHP). Qtrs Held counts distinct quarters this fund has actually held CSHP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CSHP position size. Δ columns are the percentage-point change in CSHP'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