Signals

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☆VOTE

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

Flow ranking

Rank#23211
Score / z0.000 / -0.02
Consensus54.27 over 83 funds
Momentumnot computed

Price & positioning

226 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

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 ▾
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 105.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 78.4 4.7% 5 +0.8 pp +0.4 pp +0.9 pp +0.4 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 45.2 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 42.0 0.6% 7 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 34.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 18.6 0.1% 7 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 17.1 0.2% 5 -0.2 pp -0.2 pp -0.3 pp -0.1 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 16.5 0.8% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 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 16.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 14.8 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 14.1 0.1% 2 +0.0 pp +0.1 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 12.5 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 9.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 7.6 2.7% 5 +0.0 pp -0.2 pp -0.3 pp -0.8 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 4.5 0.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 4.1 1.1% 6 -0.2 pp -0.3 pp -0.6 pp -0.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 3.7 1.6% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 3.0 0.9% 7 +0.0 pp -0.0 pp +0.2 pp +0.1 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 2.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 1.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 1.9 1.5% 5 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 1.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 1.4 0.5% 5 -0.0 pp -0.5 pp -0.5 pp -0.6 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 1.4 0.2% 5 -0.6 pp -0.6 pp -0.6 pp -0.6 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 1.2 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 1.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 0.9 0.4% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.8 0.0% 5 -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 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALPHA CAPITAL ADVISORS INC /ADV CIK 0001027694 0.628 34 0.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.5 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pearl Planning LLC CIK 0002100519 0.696 58 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RIDGECREST WEALTH PARTNERS, LLC CIK 0001860719 0.417 111 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DWR WEALTH MANAGEMENT, LLC CIK 0002123012 0.582 56 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 1 +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 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.1 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 0.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Downshift Financial, LLC CIK 0002118380 0.484 660 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 5 +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 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -1.0 pp -1.1 pp -1.1 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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Contango Wealth Management LLC CIK 2137383 0.124 52 0.0 0.0% 0 -4.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.565 44 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 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
☆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
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 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
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 VOTE). Qtrs Held counts distinct quarters this fund has actually held VOTE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VOTE position size. Δ columns are the percentage-point change in VOTE'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