Signals

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☆CTAP

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

Flow ranking

Rank#3724
Score / z0.000 / -0.02
Consensus7.86 over 15 funds
Momentumnot computed

Price & positioning

170 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 ▾
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 15.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 2.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplify Asset Management Inc. CIK 0001846368 0.982 136 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 2.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 0 -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% 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 CTAP). Qtrs Held counts distinct quarters this fund has actually held CTAP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CTAP position size. Δ columns are the percentage-point change in CTAP'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