Signals

← Signals

☆CX

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

Flow ranking

Rank#15029
Score / z0.000 / -0.02
Consensus112.91 over 194 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
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

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0

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 ▾
☆DODGE & COX CIK 0000200217 0.944 222 975.1 0.5% 4 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆Orbis Allan Gray Ltd CIK 0001663865 0.815 97 424.9 1.8% 4 +0.1 pp +0.4 pp +0.9 pp +1.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 388.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 304.9 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PointState Capital LP CIK 0001509842 0.202 43 288.8 6.7% 4 +3.3 pp +4.0 pp +3.7 pp +6.7 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 217.4 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 196.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 136.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 127.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 125.4 3.1% 3 +0.0 pp +0.9 pp +3.1 pp +3.1 pp
☆Hill City Capital, LP CIK 0001837343 0.897 28 123.6 4.4% 4 -0.3 pp +0.3 pp +2.8 pp +4.4 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 120.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 108.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 104.1 0.7% 4 -0.4 pp -1.1 pp -1.3 pp +0.7 pp
☆Corvex Management LP CIK 0001535472 0.803 24 98.4 3.9% 3 +0.6 pp +1.1 pp +3.9 pp +3.9 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 97.2 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Perpetual Ltd CIK 0001647273 0.486 419 68.3 1.0% 4 -0.4 pp +0.0 pp +0.3 pp +1.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 63.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 61.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Marathon Asset Management Ltd CIK 0001861026 0.637 74 52.9 2.0% 4 -0.2 pp +0.3 pp +0.7 pp +2.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 52.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 47.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 46.3 0.1% 4 +0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 45.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 44.0 0.7% 4 -0.0 pp +0.1 pp +0.2 pp +0.7 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 43.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 43.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆STRS OHIO CIK 0000820478 0.777 2154 42.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 41.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DISCOVERY CAPITAL MANAGEMENT, LLC / CT CIK 0001389507 0.126 113 39.8 2.1% 4 +0.1 pp +0.5 pp +0.2 pp +2.1 pp
☆Black Creek Investment Management Inc. CIK 0001528593 0.701 27 36.4 2.0% 4 +0.4 pp +1.8 pp +1.9 pp +2.0 pp
☆Amundi CIK 0001330387 0.000 1 35.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 34.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 33.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OAKTREE CAPITAL MANAGEMENT LP CIK 0000949509 0.556 138 31.6 0.6% 4 -0.5 pp -1.0 pp -1.5 pp +0.6 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 25.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 24.0 0.0% 4 -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 21.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 21.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 21.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 19.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 19.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 17.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 17.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 16.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 15.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 14.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 13.8 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆ABC ARBITRAGE SA CIK 0002049221 0.044 381 13.4 1.8% 1 +1.8 pp +1.8 pp +0.0 pp +1.8 pp
☆Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 13.0 1.6% 4 +0.0 pp +0.3 pp +0.5 pp +1.6 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 11.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 10.6 1.0% 4 -0.3 pp -0.1 pp -0.0 pp +1.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 10.1 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 9.3 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 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 8.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 8.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABS Direct Equity Fund LLC CIK 0001729347 0.000 0 7.9 6.0% 2 -0.7 pp +6.0 pp +2.8 pp +6.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 7.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 7.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 7.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CastleKnight Management LP CIK 0001835751 0.112 402 6.3 0.3% 4 -0.2 pp -0.2 pp -0.4 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 5.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 5.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fundamenta Capital S.A. CIK 0002088289 0.075 14 5.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Lesa Sroufe & Co CIK 0001492162 0.208 67 4.4 3.0% 4 -0.3 pp +0.2 pp +0.6 pp +3.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 4.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 4.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 4.0 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 3.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 3.5 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 3.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorsey Wright & Associates CIK 0001376772 0.051 131 2.6 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital International, Inc./CA/ CIK 0000895213 0.745 302 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 1.3 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆AdvisorShares Investments LLC CIK 0001425930 0.032 269 1.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 1.2 0.2% 4 -0.4 pp -1.8 pp -4.6 pp +0.2 pp
☆PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 1.0 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Oldfield Partners LLP CIK 0001492815 0.772 18 1.0 0.3% 4 -0.0 pp -0.6 pp -1.4 pp +0.3 pp
☆MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 1.0 0.1% 3 -0.2 pp +0.0 pp +0.1 pp +0.1 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANCHYRA PARTNERS LLC CIK 0002107106 0.266 350 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 0.8 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Qtron Investments LLC CIK 0001768099 0.279 449 0.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Shoker Investment Counsel, Inc. CIK 0001599623 0.544 113 0.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.7 0.0% 3 -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 0.6 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 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.6 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 0.6 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.5 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 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liontrust Investment Partners LLP CIK 0001544204 0.226 194 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Value Partners, LLC CIK 0001313998 0.460 70 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.677 616 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Hosking Partners LLP CIK 0001650135 0.592 98 0.0 0.0% 0 -1.9 pp -1.6 pp -1.4 pp +0.0 pp
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☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
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☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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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 CX). Qtrs Held counts distinct quarters this fund has actually held CX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CX position size. Δ columns are the percentage-point change in CX'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