Signals

← Signals

☆CUSIP:143658300

1308 in-universe funds with a nonzero position in CUSIP:143658300 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24433
Score / z-0.126 / -0.17
Consensus15.91 over 37 funds
Momentumno 12m return

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.
Drawdownno history
Short interestno FINRA history

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
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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 ▾
☆Qtron Investments LLC CIK 0001768099 0.279 449 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.1 pp -0.3 pp -0.0 pp -0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avanza Fonder AB CIK 0002035325 0.716 459 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Genus Capital Management Inc. CIK 0001532385 0.111 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆United Bank CIK 0001697791 0.298 122 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Shay Capital LLC CIK 0001723643 0.044 394 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Kentucky Retirement Systems Insurance Trust Fund CIK 0001584686 0.569 495 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Eddie Patel Inc CIK 0002078760 0.019 127 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆V-Square Quantitative Management LLC CIK 0001943239 0.480 725 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WAYCROSS PARTNERS, LLC CIK 0001844873 0.574 72 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savoir Faire Capital Management, L.P. CIK 0001710593 0.239 43 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient IA LP CIK 0002058426 0.030 249 0.0 0.0% 0 -0.3 pp -0.4 pp -0.3 pp -0.2 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Centiva Capital, LP CIK 0001692507 0.034 1439 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.5 pp
☆Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CMT Capital Markets Trading GmbH CIK 0001632813 0.000 103 0.0 0.0% 0 +0.0 pp -0.7 pp -0.3 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Hound Partners, LLC CIK 0001353316 0.078 32 0.0 0.0% 0 -14.7 pp -14.9 pp -13.7 pp -13.3 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cohen Klingenstein LLC CIK 0001453620 0.898 207 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.3 pp -0.4 pp -1.2 pp -1.3 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LECAP ASSET MANAGEMENT LTD CIK 0001990849 0.000 254 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.5 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TEMA ETFS LLC CIK 0002056807 0.118 583 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Longaeva Partners L.P. CIK 0002054122 0.000 326 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Garner Asset Management Corp CIK 0001714093 0.243 169 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Pension Service CIK 0001608046 0.956 552 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 0.0 0.0% 0 -0.4 pp -0.4 pp -0.0 pp -0.4 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Baldwin Investment Management, LLC CIK 0001346378 0.670 231 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAD RIVER INVESTORS CIK 0001384484 0.798 29 0.0 0.0% 0 -1.5 pp -2.2 pp -1.9 pp -2.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.1 pp -0.3 pp -0.2 pp -0.3 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆CLOUGH CAPITAL PARTNERS L P CIK 0001276144 0.069 101 0.0 0.0% 0 -3.7 pp -3.6 pp -3.3 pp -6.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSLO PENSJONSFORSIKRING AS CIK 0001828808 0.491 460 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wedbush Fund Advisers, LLC CIK 2070852 0.562 103 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆North Dakota State Investment Board CIK 0002064039 0.492 826 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.4 pp
☆Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OSTRUM ASSET MANAGEMENT CIK 0001767945 0.500 549 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
☆MANE GLOBAL CAPITAL MANAGEMENT LP CIK 0001856155 0.000 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.5 pp
☆AFFINITY INVESTMENT ADVISORS, LLC CIK 0001520601 0.078 140 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTPAC BANKING CORP (WBKCY, WEBNF) CIK 0000719245 0.475 498 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ring Mountain Capital, LLC CIK 0002051343 0.386 107 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perpetual Ltd CIK 0001647273 0.486 419 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 pp -0.6 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Raiffeisen Bank International AG CIK 0002044885 0.723 593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FORSTA AP-FONDEN CIK 0001603328 0.000 1 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆1015 Capital Partners, LLC CIK 0002133991 0.252 609 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Maven Securities LTD CIK 0001633046 0.047 164 0.0 0.0% 0 +0.0 pp -0.6 pp -1.0 pp -0.3 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.1 pp -0.3 pp -0.2 pp -0.1 pp
☆BOCHK Asset Management Ltd CIK 0002010854 0.068 144 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.599 155 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TOKIO MARINE ASSET MANAGEMENT CO LTD CIK 0001504169 0.627 632 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.1 pp -0.3 pp -0.2 pp -0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Amundi CIK 0001330387 0.000 1 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 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 CUSIP:143658300). Qtrs Held counts distinct quarters this fund has actually held CUSIP:143658300 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:143658300 position size. Δ columns are the percentage-point change in CUSIP:143658300'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