arcanum analytica
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commitment of traders · cftc · weekly

cot tracker

managed-money net futures positioning in corn, soybeans, and wheat — released each friday for the previous tuesday. the smart/dumb money tell, rolled weekly.

commodity mm net w/w z-score w/w z signal
cornZC +404,097 -10,363 +1.75σ -0.06σ extended
soybeansZS +265,159 +23,658 +2.11σ +0.21σ stretched
wheatZW -12,016 -8,342 +1.10σ -0.21σ extended
cornZC
mm net +404,097 · z +1.75σ · extended
+850k0-850koct 16apr 19oct 21mar 24sep 26managed moneyproducer/merchantswap dealersother reportables
net positions by trader category · 520 weeks · as of 22 sep 26
+1σ-1σ+2σ-2σ+3σ-3σ0sep 21dec 22mar 24jun 25sep 26
managed-money net · 260-week rolling z-score · bands at ±1σ/±2σ/±3σ
soybeansZS
mm net +265,159 · z +2.11σ · stretched
+450k0-450koct 16apr 19oct 21mar 24sep 26managed moneyproducer/merchantswap dealersother reportables
net positions by trader category · 520 weeks · as of 22 sep 26
+1σ-1σ+2σ-2σ+3σ-3σ0sep 21dec 22mar 24jun 25sep 26
managed-money net · 260-week rolling z-score · bands at ±1σ/±2σ/±3σ
wheatZW
mm net -12,016 · z +1.10σ · extended
+200k0-200koct 16apr 19oct 21mar 24sep 26managed moneyproducer/merchantswap dealersother reportables
net positions by trader category · 520 weeks · as of 22 sep 26
+1σ-1σ+2σ-2σ+3σ-3σ0sep 21dec 22mar 24jun 25sep 26
managed-money net · 260-week rolling z-score · bands at ±1σ/±2σ/±3σ

last eight weeks

report date ZC ZS ZW
net z net z net z
22 sep 26 +404,097 +1.75σ +265,159 +2.11σ -12,016 +1.10σ
15 sep 26 +414,460 +1.81σ +241,501 +1.89σ -3,674 +1.31σ
8 sep 26 +414,459 +1.82σ +257,258 +2.07σ +4,873 +1.54σ
1 sep 26 +401,003 +1.77σ +234,920 +1.87σ +14,904 +1.80σ
25 aug 26 +317,448 +1.36σ +200,679 +1.54σ -13,597 +1.07σ
18 aug 26 +181,692 +0.69σ +151,782 +1.05σ -25,328 +0.76σ
11 aug 26 +125,875 +0.41σ +109,109 +0.61σ -33,400 +0.55σ
4 aug 26 +144,821 +0.50σ +132,524 +0.86σ -24,870 +0.75σ
data: cftc disaggregated commitments of traders (publicreporting.cftc.gov) rebuilt 26 sep 2026 · latest report 22 sep 2026
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