Signals

← Signals

☆CTA

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

Flow ranking

Rank#640
Score / z0.240 / 0.27
Consensus80.28 over 173 funds
Momentum-0.21 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-20%
Short interest-90% / 1.0d

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 ▾
☆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 134.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 75.4 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 55.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boothe Investment Group, Inc. CIK 0001749798 0.579 38 45.2 14.2% 5 -2.7 pp -2.6 pp -1.9 pp +3.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 38.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 30.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 26.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Independence Wealth Advisors, LLC CIK 0002001765 0.173 85 25.3 12.7% 2 -2.7 pp +12.7 pp +12.7 pp +12.7 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 21.3 2.1% 4 -0.6 pp -0.5 pp -0.5 pp +2.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 20.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 16.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 15.5 6.6% 5 +1.7 pp +4.4 pp +4.2 pp +4.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 14.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ABBINGTON INVESTMENT GROUP CIK 0002088867 0.393 52 13.9 8.9% 3 -0.1 pp +0.3 pp +8.9 pp +8.9 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 13.7 0.8% 5 +0.2 pp +0.6 pp +0.3 pp +0.6 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 13.3 1.7% 5 -0.5 pp +0.6 pp +0.3 pp -1.2 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 13.1 2.1% 5 -1.1 pp -1.1 pp -0.5 pp -0.0 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 12.6 2.7% 5 -0.3 pp +0.3 pp +0.4 pp +0.3 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 12.0 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 11.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 11.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 11.1 4.6% 5 -1.2 pp -2.5 pp -3.2 pp -2.8 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 11.0 5.1% 4 -1.1 pp -1.0 pp -0.1 pp +5.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 10.9 0.1% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 10.0 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 9.7 2.9% 3 -0.8 pp -0.4 pp +2.9 pp +2.9 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 9.4 3.0% 3 -0.6 pp +1.1 pp +3.0 pp +3.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 9.4 2.6% 5 +0.0 pp +0.5 pp +0.6 pp +1.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COWA, LLC CIK 0001844480 0.512 181 8.4 2.1% 5 -0.4 pp -0.2 pp -0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 8.0 0.0% 5 +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 7.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 6.9 3.3% 5 -0.9 pp -0.5 pp +0.2 pp +0.4 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 6.1 3.6% 5 -0.2 pp +0.1 pp -0.2 pp -0.7 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 5.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 5.2 0.6% 5 -0.2 pp -0.4 pp -0.4 pp -0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 5.1 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 5.1 2.6% 2 -1.0 pp +2.6 pp +2.6 pp +2.6 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 5.0 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 5.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 4.8 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.8 0.0% 4 -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 4.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 4.0 0.3% 5 +0.0 pp +0.2 pp +0.2 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 3.6 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 3.6 1.8% 5 +0.2 pp +0.6 pp +1.4 pp +1.7 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 3.6 1.4% 3 -0.4 pp -0.0 pp +1.4 pp +1.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 3.6 0.0% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.4 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 3.3 0.8% 4 -0.2 pp +0.0 pp +0.1 pp +0.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 3.3 1.8% 5 -0.6 pp -0.2 pp -0.1 pp +0.0 pp
☆Cumberland Partners Ltd CIK 0001578985 0.443 153 3.2 0.2% 5 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 3.0 0.8% 5 -0.2 pp -0.1 pp +0.5 pp +0.5 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 2.9 1.3% 3 -0.7 pp -0.6 pp +1.3 pp -1.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 2.7 1.7% 4 -0.4 pp +0.3 pp +0.5 pp +1.7 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 2.6 0.2% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 2.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Roan Capital Partners CIK 0002124783 0.136 78 2.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 2.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 2.4 0.5% 4 -0.1 pp -0.0 pp +0.1 pp +0.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 2.0 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 2.0 0.3% 5 -0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 2.0 0.8% 5 -0.3 pp +0.2 pp +0.1 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PMV Capital Advisers, LLC CIK 0001980695 0.285 57 2.0 3.0% 4 -4.1 pp -3.5 pp -3.8 pp +3.0 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 1.9 0.8% 5 -0.3 pp -0.6 pp -0.9 pp -1.6 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 1.9 1.2% 5 -0.4 pp -0.3 pp -0.3 pp -0.8 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 1.6 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 1.6 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 1.6 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 1.6 0.3% 5 +0.0 pp +0.2 pp +0.2 pp +0.1 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 1.5 0.8% 5 -0.0 pp +0.2 pp -0.5 pp -0.7 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 1.5 0.9% 5 -0.2 pp +0.1 pp +0.3 pp +0.5 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 1.5 0.2% 5 -0.2 pp -0.3 pp -1.8 pp -2.5 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 1.5 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆FMA Wealth Management, LLC CIK 0002011155 0.622 42 1.5 0.9% 5 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 1.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.2 0.1% 2 -0.2 pp +0.1 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 1.2 0.0% 5 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 1.1 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 1.1 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 1.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aries Wealth Management CIK 0001729515 0.425 242 1.0 0.2% 5 -0.1 pp -0.0 pp -0.2 pp -0.2 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 1.0 0.4% 5 -0.5 pp -0.2 pp -0.2 pp +0.3 pp
☆SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 1.0 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 1.0 0.3% 2 -0.1 pp +0.3 pp +0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.9 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.869 201 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.9 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.9 0.3% 5 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.331 146 0.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.6 0.7% 5 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.6 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.5 0.1% 5 -0.0 pp -0.0 pp -0.6 pp -0.6 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.055 227 0.5 0.3% 5 -0.8 pp -0.8 pp -1.2 pp -0.8 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.5 0.4% 4 -0.2 pp -0.1 pp -0.1 pp +0.4 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.5 0.0% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.5 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
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☆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
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.7 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Omnitrust Wealth Management, Inc CIK 0002108483 0.050 64 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 -0.7 pp -0.1 pp -0.1 pp -0.1 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.2 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 (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