Signals

CUSIP:140501AE7

47 in-universe funds with a nonzero position in CUSIP:140501AE7 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1963
Score / z0.017 / 0.00
Consensus12.56 over 24 funds
Momentumnot computed

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
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
FOURSIXTHREE CAPITAL LP CIK 0001897652 0.091 15 0.0 14.6% 5 +2.0 pp +5.6 pp +7.1 pp +4.9 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.4 pp -0.3 pp -0.1 pp +0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Context Capital Management, LLC CIK 0001301396 0.147 425 0.0 0.2% 5 +0.0 pp -0.2 pp -0.4 pp -0.7 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Radcliffe Capital Management, L.P. CIK 0001218275 0.128 450 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.0 0.0% 0 +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 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
KIM, LLC CIK 0001888968 0.145 67 0.0 0.0% 0 +0.0 pp -0.3 pp -1.0 pp -1.2 pp
&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INCOME RESEARCH & MANAGEMENT CIK 0001165830 0.184 30 0.0 5.2% 5 -0.9 pp -0.1 pp +0.5 pp +2.8 pp
Saba Capital Management, L.P. CIK 0001510281 0.602 377 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 0.0 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
AEGON USA Investment Management, LLC CIK 0001454937 0.751 42 0.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBK INVESTMENTS L P CIK 0001011443 0.226 197 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Amtrust Financial Services, Inc. CIK 0001365555 0.912 15 0.0 0.1% 5 -0.1 pp -0.5 pp -0.5 pp -0.6 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ares Systematic Credit Ltd CIK 0002135379 0.004 242 0.0 1.3% 2 +0.6 pp +1.3 pp +1.3 pp +1.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 0.0 0.0% 0 -0.2 pp -0.0 pp -0.1 pp -0.1 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wellesley Asset Management CIK 0001533551 0.156 64 0.0 0.0% 0 +0.0 pp -0.5 pp -1.8 pp -1.9 pp
SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Eagle Point Credit Management LLC CIK 0001607203 0.633 13 0.0 2.3% 2 -4.3 pp +2.3 pp +2.3 pp +2.3 pp
Fort Baker Capital Management LP CIK 0001688382 0.163 115 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp -0.5 pp
ADVENT CAPITAL MANAGEMENT /DE/ CIK 0001097278 0.171 219 0.0 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR Arbitrage LLC CIK 0001167456 0.150 634 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 3 -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 CUSIP:140501AE7). Qtrs Held counts distinct quarters this fund has actually held CUSIP:140501AE7 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:140501AE7 position size. Δ columns are the percentage-point change in CUSIP:140501AE7'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