Signals

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☆ZECP

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

Flow ranking

Rank#746
Score / z0.177 / 0.20
Consensus24.68 over 57 funds
Momentum-0.17 ≠

Price & positioning

226 cached closes, trailing year
Drawdown0%
Short interest+13% / 1.9d ⚡

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 ▾
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 47.4 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 36.6 1.1% 5 +0.2 pp +0.7 pp +1.0 pp +1.1 pp
☆Menard Financial Group LLC CIK 0001803156 0.228 80 29.9 16.3% 5 -2.4 pp -2.7 pp -1.8 pp -8.8 pp
☆CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 22.9 17.9% 5 +2.5 pp +5.5 pp +9.4 pp +10.9 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 14.1 0.7% 5 +0.0 pp +0.1 pp +0.5 pp +0.7 pp
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 11.3 4.9% 2 +3.4 pp +4.9 pp +4.9 pp +4.9 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 8.8 0.8% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 8.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 7.8 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 6.9 0.9% 5 -0.1 pp -0.0 pp +0.1 pp -0.1 pp
☆Navigation Wealth Management, Inc. CIK 0001839930 0.050 33 6.8 9.4% 1 +9.4 pp +1.1 pp +2.0 pp +9.4 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 6.5 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 6.3 0.8% 1 +0.8 pp +0.8 pp +0.2 pp +0.1 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 5.9 2.2% 6 -0.2 pp -0.1 pp +0.2 pp +0.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 5.0 0.4% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.4 0.1% 1 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 3.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 2.9 0.8% 5 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 2.9 0.8% 5 -0.0 pp -0.1 pp -0.0 pp -0.2 pp
☆EJMK Ventures LLC CIK 0002113915 0.239 162 2.7 1.2% 2 -0.5 pp +1.2 pp +1.2 pp +1.2 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 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 2.4 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 2.3 0.2% 5 -0.0 pp -0.2 pp -0.3 pp -0.5 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 2.2 0.8% 5 -1.6 pp -1.6 pp -1.5 pp -1.5 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 1.9 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 1.9 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 1.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 1.4 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 1.0 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Vantus Wealth LLC CIK 0002109783 0.080 236 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.0 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Advocates, LLC CIK 0002111697 0.056 188 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Axim Planning & Wealth CIK 0001950607 0.146 89 0.6 0.8% 4 -0.1 pp -0.0 pp +0.3 pp +0.8 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.3 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +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 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 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
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 +0.0 pp -0.1 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
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 ZECP). Qtrs Held counts distinct quarters this fund has actually held ZECP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ZECP position size. Δ columns are the percentage-point change in ZECP'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