Signals

← Signals

☆CWB

525 in-universe funds with a nonzero position in CWB within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24163
Score / z-0.252 / -0.38
Consensus161.05 over 323 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
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)
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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 238.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 218.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 210.0 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 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 146.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 144.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 139.7 0.0% 2 +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 129.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 98.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 81.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 72.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 72.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 70.5 0.0% 2 +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 52.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 51.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 49.2 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 45.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 43.0 0.0% 2 +0.0 pp +0.0 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 40.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 40.5 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 37.0 19.7% 2 +0.5 pp +19.7 pp +19.7 pp +19.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 36.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 30.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 27.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 27.2 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 24.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 21.2 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 20.7 8.5% 3 -2.1 pp -5.5 pp +8.5 pp +8.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 20.0 0.0% 3 +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 19.5 0.0% 2 -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 19.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 17.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 17.1 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 16.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 14.7 3.5% 2 +0.4 pp +3.5 pp +3.5 pp +3.5 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 13.5 7.2% 3 +0.9 pp +1.8 pp +7.2 pp +7.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 13.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 12.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 11.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 11.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 11.4 3.9% 2 -0.6 pp +3.9 pp +3.9 pp +3.9 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 11.2 6.4% 2 +0.2 pp +6.4 pp +6.4 pp +6.4 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 11.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 10.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 10.2 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 10.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 9.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 9.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 9.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 9.6 1.4% 2 +0.8 pp +1.4 pp +1.4 pp +1.4 pp
☆Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 8.9 5.2% 2 +0.0 pp +5.2 pp +5.2 pp +5.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 8.3 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 8.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 7.7 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 7.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Florin Court Capital LLP CIK 0001696263 0.043 27 7.0 5.5% 2 -8.8 pp +5.5 pp +5.5 pp +5.5 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 7.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 6.9 2.8% 2 +2.5 pp +2.8 pp +2.8 pp +2.8 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 6.7 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 6.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Finward Bancorp (FNWD) CIK 0000919864 0.243 107 6.4 4.8% 2 -0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆HMS Capital Management, LLC CIK 0001689470 0.314 120 6.3 2.6% 2 +0.5 pp +2.6 pp +2.6 pp +2.6 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 6.1 2.4% 2 +1.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 5.1 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 5.0 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆David J Yvars Group CIK 0001836266 0.505 105 4.9 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 4.5 2.7% 2 +0.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Yorktown Management & Research Co Inc CIK 0001313559 0.023 249 4.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Sage Capital Management, LLC CIK 0002030667 0.243 167 4.5 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 4.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIM, LLC CIK 0001364725 0.348 169 3.9 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 3.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 3.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 3.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 3.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 3.0 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Mount Lucas Management LP CIK 0001185072 0.092 166 3.0 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 2.9 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 2.8 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 2.8 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.603 167 2.8 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 2.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 2.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hudson Portfolio Management LLC CIK 0001847700 0.159 117 2.4 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 2.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Oxinas Partners, LLC CIK 0001759320 0.300 149 2.4 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordatus Wealth Management LLC CIK 0001715862 0.324 168 2.3 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Everstar Asset Management, LLC CIK 0002023744 0.121 202 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 2.2 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 2.2 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 2.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 2.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parsonex Advisory Services, Inc. CIK 0002107398 0.300 50 2.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.450 251 1.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 1.8 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 1.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BURNS J W & CO INC/NY CIK 0001047339 0.575 189 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 1.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 1.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 1.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.271 139 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 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
☆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
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp +0.0 pp
☆Sculptor Capital LP CIK 0001054587 0.143 320 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 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
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☆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
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 CWB). Qtrs Held counts distinct quarters this fund has actually held CWB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CWB position size. Δ columns are the percentage-point change in CWB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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