Signals

← Signals

☆CTA

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

Flow ranking

Rank#634
Score / z0.206 / 0.31
Consensus61.63 over 132 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+8% / 1.1d

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 ▾
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 64.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Boothe Investment Group, Inc. CIK 0001749798 0.579 38 44.0 16.1% 2 +5.0 pp +16.1 pp +16.1 pp +16.1 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 25.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 24.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 23.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 21.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 19.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 18.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 16.2 7.8% 2 +0.4 pp +7.8 pp +7.8 pp +7.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 14.7 0.1% 4 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 14.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 13.9 2.0% 2 -0.7 pp +2.0 pp +2.0 pp +2.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 13.7 2.5% 2 +0.4 pp +2.5 pp +2.5 pp +2.5 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 11.6 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 10.1 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 9.8 1.4% 2 -1.5 pp +1.4 pp +1.4 pp +1.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 9.6 0.0% 2 +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 9.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 9.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 8.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 8.5 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 8.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 8.2 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 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 7.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 7.8 1.9% 2 +0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 7.1 3.9% 2 -1.9 pp +3.9 pp +3.9 pp +3.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COWA, LLC CIK 0001844480 0.512 181 6.5 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 5.9 2.8% 2 -0.6 pp +2.8 pp +2.8 pp +2.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 5.5 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 5.4 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 5.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 5.3 3.8% 2 -0.5 pp +3.8 pp +3.8 pp +3.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 4.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 4.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 3.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 3.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PMV Capital Advisers, LLC CIK 0001980695 0.285 57 3.5 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 3.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 3.3 1.7% 2 -0.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Cumberland Partners Ltd CIK 0001578985 0.443 153 3.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 3.0 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 2.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 2.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 2.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.055 227 2.5 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 2.3 1.5% 2 -0.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 2.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 1.8 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 1.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 1.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 1.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aries Wealth Management CIK 0001729515 0.425 242 1.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 1.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 1.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆FMA Wealth Management, LLC CIK 0002011155 0.622 42 1.5 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 1.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 1.4 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 1.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 1.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 1.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 1.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 1.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.9 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.8 0.3% 2 -0.5 pp +0.3 pp +0.3 pp +0.3 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.6 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axim Planning & Wealth CIK 0001950607 0.146 89 0.4 0.3% 2 -0.4 pp +0.3 pp +0.3 pp +0.3 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.332 146 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.3 0.2% 2 -0.5 pp +0.2 pp +0.2 pp +0.2 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 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 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 2 -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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 2 -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
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☆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
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☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
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☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CLG LLC CIK 0002059872 0.428 156 0.0 0.0% 0 -0.9 pp -1.2 pp +0.0 pp +0.0 pp
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☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 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 CTA). Qtrs Held counts distinct quarters this fund has actually held CTA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CTA position size. Δ columns are the percentage-point change in CTA'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