Signals

← Signals

☆CWB

682 in-universe funds with a nonzero position in CWB within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#548
Score / z0.321 / 0.37
Consensus172.50 over 346 funds
Momentumno 12m return

Price & positioning

227 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 279.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 216.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 214.9 2.6% 5 +2.5 pp -0.1 pp -0.2 pp -0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 175.6 0.0% 5 +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 164.3 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 161.4 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 137.4 0.1% 5 +0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 132.8 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 87.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 80.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 79.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 73.8 0.0% 7 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 56.7 13.0% 4 +0.6 pp +1.3 pp +0.8 pp +13.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 52.8 0.0% 5 +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 45.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 42.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 39.4 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 38.2 17.8% 5 -0.6 pp -1.1 pp -1.9 pp -1.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 38.2 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 29.2 0.3% 1 +0.3 pp +0.2 pp -0.0 pp +0.2 pp
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 27.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 26.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 23.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 22.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 22.2 7.2% 1 +7.2 pp -0.7 pp -1.3 pp -3.4 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 22.2 1.9% 4 +0.0 pp +0.9 pp +0.9 pp +1.9 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 21.7 2.5% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 21.1 0.0% 5 +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 19.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 19.6 1.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 18.3 1.3% 5 +0.4 pp +1.1 pp +1.2 pp +1.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 18.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 18.1 0.1% 7 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 18.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 18.0 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 17.3 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 15.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 14.9 4.0% 1 +4.0 pp -0.1 pp +0.1 pp -0.4 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 14.4 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 14.1 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 14.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 14.0 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management, Inc. CIK 0002096565 0.117 119 13.1 8.5% 2 +7.8 pp +8.5 pp +8.5 pp +8.5 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 13.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 12.9 4.5% 6 -1.7 pp -3.1 pp -2.7 pp -1.7 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 12.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 12.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 11.6 2.4% 2 +0.3 pp +2.4 pp +0.2 pp -0.0 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 10.7 2.3% 5 +0.1 pp -1.1 pp -1.2 pp -0.8 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 10.5 1.0% 5 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 10.1 0.6% 4 -0.1 pp -0.1 pp -0.5 pp +0.6 pp
☆Paladin Partners, LLC CIK 2141570 0.611 214 9.5 6.3% 2 +0.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 9.5 4.9% 5 -0.6 pp -0.2 pp -0.3 pp -0.3 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 9.5 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 9.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 8.7 2.3% 5 +0.0 pp +0.1 pp -0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 8.7 1.3% 5 -0.3 pp +0.3 pp -0.1 pp +0.7 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 8.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 8.2 0.2% 4 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 8.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 7.8 0.7% 4 -0.1 pp +0.6 pp +0.6 pp +0.7 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 7.8 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 7.7 3.7% 5 +0.1 pp +0.2 pp +0.0 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 7.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Finward Bancorp (FNWD) CIK 0000919864 0.243 107 7.6 5.7% 5 +0.6 pp +0.9 pp +0.9 pp +0.8 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 7.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 7.4 1.3% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 7.4 1.5% 5 +0.0 pp -0.0 pp -0.3 pp -0.3 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 7.4 2.3% 4 +1.5 pp +1.5 pp +1.1 pp +2.3 pp
☆HMS Capital Management, LLC CIK 0001689470 0.314 120 7.1 2.6% 5 +0.3 pp +0.1 pp +0.0 pp +0.5 pp
☆David J Yvars Group CIK 0001836266 0.505 105 7.0 3.5% 5 +0.3 pp +0.5 pp +0.8 pp +0.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cooper Capital Advisors LLC CIK 0001957878 0.142 41 6.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 6.6 0.6% 5 +0.4 pp +0.3 pp +0.3 pp +0.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 6.6 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 6.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Indivisible Partners CIK 0002098400 0.368 637 6.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Florin Court Capital LLP CIK 0001696263 0.043 27 5.9 9.6% 1 +9.6 pp +4.1 pp +4.1 pp -4.8 pp
☆Guardian Capital, LLC CIK 0002083963 0.172 79 5.8 4.8% 2 +0.9 pp +4.8 pp +4.8 pp +4.8 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 5.8 1.0% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 5.7 4.1% 3 +0.1 pp +1.1 pp +4.1 pp +4.1 pp
☆Brindle & Bay Financial Advisors, LLC CIK 0002081139 0.186 86 5.6 2.8% 2 -0.4 pp +2.8 pp +2.8 pp +2.8 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 5.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 5.5 2.1% 5 +1.7 pp +0.1 pp -0.3 pp +0.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 5.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sage Capital Management, LLC CIK 0002030667 0.242 167 5.4 2.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 5.3 0.4% 3 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CHESAPEAKE CAPITAL CORP /IL/ CIK 0001093908 0.097 158 5.0 2.7% 3 +0.6 pp +1.3 pp +2.7 pp +2.7 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 4.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 4.8 0.4% 5 +0.4 pp +0.4 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIM, LLC CIK 0001364725 0.348 169 4.6 0.6% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EFG International AG CIK 0002109868 0.615 1088 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 4.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 4.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 4.1 0.8% 2 -0.0 pp +0.8 pp -0.0 pp +0.8 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 4.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Emissary Wealth LLC CIK 0002107252 0.187 63 3.9 3.0% 2 +0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 3.9 2.0% 5 -0.2 pp -0.1 pp -0.7 pp -0.0 pp
☆Sentinel Advisory Group, LLC CIK 0002118181 0.649 60 3.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 3.8 1.2% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 3.6 1.5% 1 +1.5 pp +1.5 pp +0.1 pp +0.2 pp
☆Graetz Wealth LLC CIK 0002053877 0.194 84 3.6 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 3.5 0.1% 5 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 3.4 1.3% 5 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆Mount Lucas Management LP CIK 0001185072 0.092 166 3.3 1.2% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.602 167 3.3 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.2 pp
☆Hudson Portfolio Management LLC CIK 0001847700 0.159 117 3.2 2.4% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 3.2 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 3.1 0.2% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 3.1 1.4% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 3.1 0.9% 5 -2.0 pp -1.9 pp -2.0 pp +0.5 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 3.0 0.6% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 2.7 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 2.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 2.6 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 2.5 0.8% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 2.5 0.9% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Everstar Asset Management, LLC CIK 0002023744 0.121 202 2.4 1.2% 4 +0.0 pp -0.0 pp -0.1 pp +1.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
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☆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
☆BTS Asset Management, Inc. CIK 0001532842 0.000 31 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 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 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.0 0.0% 0 -0.6 pp -0.5 pp -0.6 pp -0.6 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
☆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
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 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 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DV Trading LLC CIK 0001721757 0.000 395 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 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
☆MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CIK 0001050463 0.239 122 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
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 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
☆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
☆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
☆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
☆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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -0.1 pp -2.1 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 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
☆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
☆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
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 -0.0 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
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 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
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 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
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 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 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 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
☆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
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 (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