Signals

← Signals

☆CWB

633 in-universe funds with a nonzero position in CWB within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22970
Score / z-0.355 / -0.34
Consensus151.46 over 313 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 242.9 0.0% 5 +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 147.5 0.0% 6 +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 136.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 114.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 77.1 0.2% 4 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 77.0 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 69.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 62.6 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 47.9 12.4% 3 +0.6 pp +0.2 pp +12.4 pp +12.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 44.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 41.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 41.1 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 40.9 0.0% 4 -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 40.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 37.8 18.4% 4 -0.4 pp -1.2 pp -0.7 pp +18.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 35.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 34.3 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 28.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 21.7 2.5% 4 +0.1 pp +0.0 pp +0.1 pp +2.5 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 21.1 1.9% 3 +0.9 pp +0.9 pp +1.9 pp +1.9 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 20.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 19.6 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 19.2 0.0% 4 +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 17.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 17.1 1.4% 4 +0.0 pp -0.0 pp -0.0 pp +1.4 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 16.5 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 15.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 14.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 12.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 12.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 12.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 11.9 0.2% 1 +0.2 pp +0.2 pp +0.0 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 11.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 11.8 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 11.5 1.7% 4 +0.6 pp +0.3 pp +1.1 pp +1.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.1 0.0% 4 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 10.9 6.2% 5 -1.4 pp -1.0 pp -0.1 pp +0.8 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 10.3 0.9% 4 +0.7 pp +0.8 pp +0.9 pp +0.9 pp
☆Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 10.0 5.5% 4 +0.3 pp +0.3 pp +0.3 pp +5.5 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 9.7 0.7% 3 -0.1 pp -0.4 pp +0.7 pp +0.7 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 9.6 2.1% 1 +2.1 pp -0.1 pp -0.3 pp +2.1 pp
☆BLUEFIN CAPITAL MANAGEMENT, LLC CIK 0001144208 0.000 91 9.6 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 9.2 2.2% 4 -1.3 pp -1.3 pp -0.9 pp +2.2 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 8.9 1.0% 4 +0.0 pp -0.1 pp -0.1 pp +1.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.8 0.0% 3 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Paladin Partners, LLC CIK 2141570 0.611 214 8.3 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 7.9 2.2% 4 +0.0 pp -0.1 pp -0.0 pp +2.2 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 7.8 2.9% 4 +0.2 pp +0.1 pp +2.6 pp +2.9 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 7.3 0.8% 3 +0.7 pp +0.7 pp +0.8 pp +0.8 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 6.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 6.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 6.7 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 6.6 3.6% 4 +0.1 pp -0.1 pp -0.0 pp +3.6 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 6.5 1.4% 4 -0.1 pp -0.3 pp -0.4 pp +1.4 pp
☆Finward Bancorp (FNWD) CIK 0000919864 0.243 107 6.4 5.1% 4 +0.3 pp +0.3 pp +0.2 pp +5.1 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 6.2 1.3% 4 +0.2 pp +0.2 pp +0.2 pp +1.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HMS Capital Management, LLC CIK 0001689470 0.314 120 6.1 2.4% 4 -0.2 pp -0.3 pp +0.2 pp +2.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 6.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆David J Yvars Group CIK 0001836266 0.505 105 5.7 3.2% 4 +0.3 pp +0.5 pp +0.6 pp +3.2 pp
☆Brindle & Bay Financial Advisors, LLC CIK 0002081139 0.186 86 5.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 5.0 0.9% 4 +0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 4.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 4.7 4.0% 2 +1.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Sage Capital Management, LLC CIK 0002030667 0.242 167 4.5 2.1% 4 +0.1 pp +0.1 pp +0.2 pp +2.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AXS Investments LLC CIK 0001801467 0.203 193 4.3 1.7% 4 -0.4 pp +1.0 pp +0.8 pp +1.7 pp
☆Guardian Capital, LLC CIK 0002083963 0.172 79 4.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Indivisible Partners CIK 0002098400 0.368 637 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 4.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CIM, LLC CIK 0001364725 0.348 169 4.0 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆EFG International AG CIK 0002109868 0.615 1088 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.055 227 3.7 2.2% 4 +0.1 pp -0.5 pp +0.2 pp +2.2 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 3.6 0.8% 1 +0.8 pp -0.0 pp +0.8 pp +0.8 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 3.5 0.3% 4 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 3.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 3.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Mount Lucas Management LP CIK 0001185072 0.092 166 3.2 1.2% 4 -0.1 pp -0.2 pp -0.2 pp +1.2 pp
☆Graetz Wealth LLC CIK 0002053877 0.194 84 3.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 3.1 1.1% 4 +0.1 pp +0.0 pp +0.1 pp +1.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHESAPEAKE CAPITAL CORP /IL/ CIK 0001093908 0.097 158 2.9 2.1% 2 +0.7 pp +2.1 pp +2.1 pp +2.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 2.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Emissary Wealth LLC CIK 0002107252 0.187 63 2.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 2.8 0.6% 4 +0.1 pp +0.0 pp +0.0 pp +0.6 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 2.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.602 167 2.8 1.0% 4 +0.0 pp -0.0 pp +0.0 pp +1.0 pp
☆Hudson Portfolio Management LLC CIK 0001847700 0.159 117 2.7 2.3% 4 +0.1 pp +0.2 pp +0.2 pp +2.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Dorsey Wright & Associates CIK 0001376772 0.051 131 2.7 0.3% 3 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 2.7 1.3% 4 +0.0 pp -0.0 pp -0.0 pp +1.3 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.5 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 2.4 0.8% 3 +0.0 pp -0.3 pp +0.8 pp +0.8 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 2.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 2.2 0.8% 4 -0.0 pp -0.1 pp -0.0 pp +0.8 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 2.2 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Everstar Asset Management, LLC CIK 0002023744 0.121 202 2.1 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 2.1 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Yorktown Management & Research Co Inc CIK 0001313559 0.023 249 2.1 1.8% 3 -0.2 pp -1.8 pp +1.8 pp +1.8 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 2.1 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DV Trading LLC CIK 0001721757 0.000 395 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montecito Bank & Trust CIK 0001422508 0.402 271 2.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.0 0.0% 4 -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% 4 +0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆NVWM, LLC CIK 0001697274 0.201 780 2.0 0.4% 4 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BURNS J W & CO INC/NY CIK 0001047339 0.575 189 1.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 1.9 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 1.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.8 0.0% 1 +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 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 1.8 0.8% 4 +0.5 pp +0.5 pp +0.5 pp +0.8 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 1.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 1.7 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 1.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆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
☆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
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆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
☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 0.0 0.0% 0 -0.8 pp -1.0 pp -1.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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