Signals

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☆CUSIP:22978P106

64 in-universe funds with a nonzero position in CUSIP:22978P106 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#6402
Score / z0.000 / -0.02
Consensus0.49 over 1 fund
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)
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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 ▾
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 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
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ADVISORY RESEARCH INC CIK 0000902584 0.478 136 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 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
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Persistent Asset Partners Ltd CIK 0002056052 0.000 725 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DIADEMA PARTNERS LP CIK 0002026172 0.064 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 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
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALZHAUER MICHAEL CIK 0001059543 0.470 79 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 0.0 0.0% 0 -0.0 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
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 -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% 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
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MIRAMONTES CAPITAL, LLC CIK 2134516 0.503 141 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleichroeder LP CIK 0001781002 0.729 78 0.0 0.0% 0 -0.3 pp -0.4 pp -1.0 pp -1.1 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 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
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 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:22978P106). Qtrs Held counts distinct quarters this fund has actually held CUSIP:22978P106 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:22978P106 position size. Δ columns are the percentage-point change in CUSIP:22978P106'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