Signals

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☆CSPF

20 in-universe funds with a nonzero position in CSPF within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#3231
Score / z0.000 / -0.00
Consensus8.72 over 16 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)
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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 ▾
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Shorepoint Capital Partners LLC CIK 0001759476 0.340 98 7.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 5.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 2.3 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 1.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OxenFree Capital LLC CIK 0002009781 0.658 56 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 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 CSPF). Qtrs Held counts distinct quarters this fund has actually held CSPF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CSPF position size. Δ columns are the percentage-point change in CSPF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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