Signals

← Signals

☆CWB

561 in-universe funds with a nonzero position in CWB within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22616
Score / z-0.279 / -0.41
Consensus157.34 over 312 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 234.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 206.6 2.7% 3 -0.1 pp -0.2 pp +2.7 pp +2.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 198.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 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 142.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 140.8 0.0% 3 -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 132.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 128.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 81.3 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 71.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 71.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 69.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 48.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 47.8 11.8% 2 -0.5 pp +11.8 pp +11.8 pp +11.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 46.7 0.0% 4 +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 46.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 43.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 42.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 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 40.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 38.3 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 37.1 18.9% 3 -0.8 pp -0.3 pp +18.9 pp +18.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 35.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 22.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 22.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 22.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 21.2 7.9% 4 -0.6 pp -2.8 pp -6.1 pp +7.9 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 21.0 2.4% 3 -0.1 pp -0.0 pp +2.4 pp +2.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 19.0 0.0% 3 -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 17.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 16.8 1.4% 3 -0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 16.7 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 16.2 7.6% 4 +0.4 pp +1.3 pp +2.2 pp +7.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 14.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 14.8 3.4% 3 -0.0 pp +0.3 pp +3.4 pp +3.4 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 12.6 4.1% 3 +0.2 pp -0.3 pp +4.1 pp +4.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 12.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 12.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 11.9 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 11.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆McAdam, LLC CIK 0001695490 0.802 516 11.0 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 10.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 9.0 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 8.9 5.2% 3 -0.1 pp -0.0 pp +5.2 pp +5.2 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 8.7 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 8.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 8.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 8.0 2.2% 3 -0.1 pp -0.1 pp +2.2 pp +2.2 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 7.5 2.7% 3 -0.1 pp +2.4 pp +2.7 pp +2.7 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 6.7 1.5% 3 -0.2 pp -0.3 pp +1.5 pp +1.5 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 6.7 0.1% 3 -0.3 pp -0.0 pp +0.1 pp +0.1 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 6.6 1.1% 3 -0.3 pp +0.5 pp +1.1 pp +1.1 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 6.5 3.5% 3 -0.2 pp -0.1 pp +3.5 pp +3.5 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 6.4 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 6.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HMS Capital Management, LLC CIK 0001689470 0.314 120 6.3 2.6% 3 -0.0 pp +0.4 pp +2.6 pp +2.6 pp
☆Finward Bancorp (FNWD) CIK 0000919864 0.243 107 6.2 4.8% 3 -0.1 pp -0.1 pp +4.8 pp +4.8 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆David J Yvars Group CIK 0001836266 0.505 105 5.5 2.9% 3 +0.3 pp +0.3 pp +2.9 pp +2.9 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 5.4 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 5.4 8.8% 3 +2.3 pp +2.5 pp +8.8 pp +8.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 5.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 5.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 4.9 2.0% 3 -0.4 pp +0.8 pp +2.0 pp +2.0 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 4.8 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AXS Investments LLC CIK 0001801467 0.203 193 4.5 2.2% 3 +1.5 pp +1.3 pp +2.2 pp +2.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Capital Management, LLC CIK 0002030667 0.242 167 4.4 2.0% 3 +0.0 pp +0.1 pp +2.0 pp +2.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 4.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 4.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆CIM, LLC CIK 0001364725 0.348 169 3.9 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Florin Court Capital LLP CIK 0001696263 0.043 27 3.9 5.5% 3 -0.1 pp -8.9 pp +5.5 pp +5.5 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 3.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 3.6 2.1% 3 -0.6 pp +0.1 pp +2.1 pp +2.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 3.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 3.0 1.0% 3 -0.1 pp -0.0 pp +1.0 pp +1.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mount Lucas Management LP CIK 0001185072 0.092 166 2.9 1.3% 3 -0.1 pp -0.0 pp +1.3 pp +1.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 2.8 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.602 167 2.7 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 2.7 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cordatus Wealth Management LLC CIK 0001715862 0.324 168 2.7 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 2.5 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Hudson Portfolio Management LLC CIK 0001847700 0.159 117 2.5 2.2% 3 +0.0 pp +0.1 pp +2.2 pp +2.2 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 2.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 2.5 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Yorktown Management & Research Co Inc CIK 0001313559 0.023 249 2.4 1.9% 2 -1.7 pp +1.9 pp +1.9 pp +1.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Everstar Asset Management, LLC CIK 0002023744 0.121 202 2.2 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 2.2 0.1% 2 -2.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 2.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 2.1 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 2.1 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 2.1 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.1 0.0% 3 -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% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.0 0.0% 3 -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% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Montecito Bank & Trust CIK 0001422508 0.402 271 2.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Parsonex Advisory Services, Inc. CIK 0002107398 0.300 50 2.0 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.9 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.9 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% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 1.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.8 0.0% 4 -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% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆BURNS J W & CO INC/NY CIK 0001047339 0.575 189 1.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.7 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 1.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 1.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE CAPITAL CORP /IL/ CIK 0001093908 0.097 158 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aristides Capital LLC CIK 0001595521 0.108 147 1.6 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.1 pp -0.1 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
☆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
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 +0.0 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
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.1 pp -0.1 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
☆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
☆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
☆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
☆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
☆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
☆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
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 -1.4 pp -1.4 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BTS Asset Management, Inc. CIK 0001532842 0.000 31 0.0 0.0% 0 -0.4 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
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 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
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 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
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 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
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 -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% 0 -0.0 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
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp -0.2 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
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 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
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Traub Capital Management LLC CIK 0002079207 0.178 132 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 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
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 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
☆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
☆Financial Life Planners CIK 0002053368 0.608 339 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
☆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
☆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
☆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
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 0.0 0.0% 0 -0.0 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
☆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
☆WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 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
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -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% 0 -0.0 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
☆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
☆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
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 0.0 0.0% 0 -2.3 pp -2.5 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
☆Court Place Advisors, LLC CIK 0001566113 0.447 147 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.9 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
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 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
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 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
☆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
☆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
☆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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 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 -0.0 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
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 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
☆WFA Asset Management Corp CIK 0001994434 0.678 196 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Client First Investment Management LLC CIK 0002018284 0.259 28 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -1.4 pp -0.3 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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