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☆JAMES INVESTMENT RESEARCH, INC.

CIK 0000810384 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.370
AUM ($M)
984
Positions
375
Turnover
0.09
Top-10 wt
26%
Herfindahl
0.012
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 386 positions · portfolio value $984M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆GOOGL funds › ALPHABET INC TRIM — 3.8% +0.3% 37.7 105,519 -2,491 0 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 3.7% +0.1% 36.7 183,657 -2,845 0 —
☆AAPL funds › APPLE INC TRIM — 3.2% -0.0% 31.9 110,118 -4,641 0 —
☆ENVA funds › ENOVA INTL INC TRIM — 3.1% +1.1% 30.0 124,764 -4,608 0 —
☆MSFT funds › MICROSOFT CORP ADD — 2.7% -0.2% 26.3 70,499 +355 0 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 2.3% -0.0% 22.4 68,483 -2,008 0 —
☆CAT funds › CATERPILLAR INC TRIM — 2.2% +0.3% 22.1 20,761 -3,786 0 —
☆IAU funds › ISHARES GOLD TR TRIM — 2.2% -0.7% 21.3 281,952 -3,042 0 —
☆NVMI funds › NOVA LTD TRIM — 1.6% -0.2% 16.0 29,448 -8,199 0 —
☆AVGO funds › BROADCOM INC ADD — 1.6% +0.2% 15.4 40,779 +149 0 —
☆WMT funds › WALMART INC TRIM — 1.5% -0.6% 15.2 134,584 -18,625 0 —
☆AMZN funds › AMAZON COM INC ADD — 1.5% +0.1% 14.7 61,721 +919 0 —
☆GS funds › GOLDMAN SACHS GROUP INC TRIM — 1.5% +0.1% 14.3 14,146 -188 0 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 1.4% +0.5% 13.5 71,073 +13,709 0 —
☆LLY funds › ELI LILLY & CO ADD — 1.3% +0.2% 13.1 10,889 +31 0 —
☆JBL funds › JABIL INC TRIM — 1.3% -0.0% 12.8 33,184 -10,482 0 —
☆URI funds › UNITED RENTALS INC TRIM — 1.3% +0.4% 12.5 11,048 -138 0 —
☆ASML funds › ASML HLDG NV TRIM — 1.3% +0.3% 12.5 6,263 -240 0 —
☆IWM funds › ISHARES TR ADD — 1.2% +0.2% 11.9 39,500 +1,870 0 —
☆IGSB funds › ISHARES TR ADD — 1.1% -0.1% 10.4 199,000 +541 0 —
☆SHY funds › ISHARES TR TRIM — 1.0% -0.1% 10.0 121,900 -578 0 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 1.0% -0.1% 9.8 18,997 -15 0 —
☆FLOT funds › ISHARES TR TRIM — 1.0% -0.1% 9.6 187,968 -4,479 0 —
☆META funds › META PLATFORMS INC ADD — 1.0% -0.1% 9.5 16,880 +129 0 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.9% -0.1% 8.7 34,169 -414 0 —
☆HD funds › HOME DEPOT INC TRIM — 0.9% -0.0% 8.6 24,487 -173 0 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.9% -0.1% 8.6 58,604 -2,081 0 —
☆ABBV funds › ABBVIE INC TRIM — 0.9% +0.0% 8.6 34,143 -410 0 —
☆MCD funds › MCDONALDS CORP TRIM — 0.9% -0.2% 8.4 31,066 -105 0 —
☆VLO funds › VALERO ENERGY CORP TRIM — 0.8% -0.2% 8.3 31,911 -5,674 0 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 0.8% +0.1% 8.0 275,840 +40,449 0 —
☆CASY funds › CASEYS GEN STORES INC TRIM — 0.8% -0.0% 7.5 9,492 -65 0 —
☆EFA funds › ISHARES TR TRIM — 0.8% -0.0% 7.5 72,038 -554 0 —
☆ETN funds › EATON CORP PLC TRIM — 0.8% +0.0% 7.4 17,478 -988 0 —
☆IEI funds › ISHARES TR ADD — 0.8% -0.1% 7.4 63,232 +2,072 0 —
☆AGG funds › ISHARES TR ADD — 0.7% +0.0% 7.3 73,937 +10,706 0 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.7% -0.5% 7.0 42,402 -7,783 0 —
☆MHO funds › M/I HOMES INC ADD — 0.7% +0.1% 6.9 42,966 +166 0 —
☆BLK funds › BLACKROCK INC TRIM — 0.7% -0.1% 6.9 7,178 -100 0 —
☆IEF funds › ISHARES TR ADD — 0.7% +0.0% 6.6 69,262 +7,582 0 —
☆AEP funds › AMERICAN ELEC PWR CO INC ADD — 0.6% -0.0% 6.4 46,422 +1,243 0 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC ADD — 0.6% +0.2% 5.8 15,387 +3,066 0 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.6% -0.0% 5.5 11,031 +38 0 —
☆LIN funds › LINDE PLC TRIM — 0.6% -0.0% 5.5 10,606 -41 0 —
☆LQD funds › ISHARES TR ADD — 0.6% -0.0% 5.4 49,658 +4,499 0 —
☆SHLD funds › GLOBAL X FDS ADD — 0.5% -0.1% 4.8 79,666 +3,241 0 —
☆SLV funds › ISHARES SILVER TR TRIM — 0.5% -0.2% 4.7 88,485 -1,690 0 —
☆AZN funds › ASTRAZENECA PLC TRIM — 0.5% -0.1% 4.5 23,867 -204 0 —
☆VRIG funds › INVESCO ACTIVELY MANAGED EXC TRIM — 0.5% -0.1% 4.5 179,378 -1,314 0 —
☆WDC funds › WESTERN DIGITAL CORP ADD — 0.4% +0.3% 4.4 6,900 +424 0 —
☆TJX funds › TJX COS INC NEW ADD — 0.4% -0.1% 4.4 28,785 +442 0 —
☆COKE funds › COCA COLA CONS INC ADD — 0.4% -0.0% 4.3 22,608 +152 0 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.4% -0.2% 4.3 31,154 -2,612 0 —
☆TBBK funds › BANCORP INC DEL TRIM — 0.4% +0.0% 4.2 67,156 -396 0 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 0.4% +0.1% 4.2 8,738 +293 0 —
☆RF funds › REGIONS FINANCIAL CORP NEW TRIM — 0.4% +0.0% 4.1 137,191 -3,084 0 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 0.4% +0.0% 4.1 16,950 -149 0 —
☆CBRE funds › CBRE GROUP INC TRIM — 0.4% -0.1% 3.9 29,238 -3,597 0 —
☆IGIB funds › ISHARES TR ADD — 0.4% -0.0% 3.9 73,864 +27 0 —
☆FNDB funds › SCHWAB STRATEGIC TR ADD — 0.4% +0.1% 3.9 128,589 +18,646 0 —
☆GE funds › GE AEROSPACE TRIM — 0.4% +0.0% 3.8 10,155 -682 0 —
☆ACMR funds › ACM RESH INC HOLD — 0.4% +0.3% 3.8 29,650 +0 0 —
☆IBTM funds › ISHARES TR ADD — 0.4% -0.0% 3.7 164,188 +8,393 0 —
☆TMUS funds › T-MOBILE US INC TRIM — 0.4% -0.3% 3.7 21,923 -6,910 0 —
☆DECK funds › DECKERS OUTDOOR CORP TRIM — 0.4% -0.0% 3.6 36,727 -375 0 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.4% -0.1% 3.6 3,831 +10 0 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 0.4% +0.1% 3.5 104,870 +16,529 0 —
☆GNRC funds › GENERAC HLDGS INC ADD — 0.4% +0.1% 3.5 11,870 +268 0 —
☆R funds › RYDER SYS INC ADD — 0.3% +0.1% 3.4 13,040 +204 0 —
☆XLV funds › SELECT SECTOR SPDR TR ADD — 0.3% +0.0% 3.4 21,252 +1,006 0 —
☆SHM funds › SPDR SERIES TRUST HOLD — 0.3% -0.0% 3.4 69,944 +0 0 —
☆IBDY funds › ISHARES TR TRIM — 0.3% -0.1% 3.3 130,105 -7,446 0 —
☆RSPT funds › INVESCO EXCHANGE TRADED FD T NEW — 0.3% +0.3% 3.3 51,747 +51,747 0 —
☆EAT funds › BRINKER INTL INC HOLD — 0.3% +0.0% 3.3 19,821 +0 0 —
☆AJG funds › GALLAGHER ARTHUR J & CO TRIM — 0.3% -0.0% 3.3 14,208 -326 0 —
☆SHV funds › ISHARES TR TRIM — 0.3% -0.1% 3.2 29,382 -1,743 0 —
☆WELL funds › WELLTOWER INC ADD — 0.3% +0.1% 3.2 14,049 +3,953 0 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.3% -0.0% 3.1 53,260 -588 0 —
☆SUB funds › ISHARES TR TRIM — 0.3% -0.0% 3.1 29,486 -47 0 —
☆XLC funds › SELECT SECTOR SPDR TR TRIM — 0.3% -0.0% 3.1 29,201 -192 0 —
☆STIP funds › ISHARES TR TRIM — 0.3% -0.1% 3.1 30,037 -9,479 0 —
☆MBB funds › ISHARES TR TRIM — 0.3% -0.0% 2.9 30,175 -1,121 0 —
☆IWB funds › ISHARES TR HOLD — 0.3% +0.0% 2.8 6,880 +0 0 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 0.3% -0.0% 2.8 3,769 -177 0 —
☆EVR funds › EVERCORE INC TRIM — 0.3% +0.0% 2.8 8,188 -9 0 —
☆MCK funds › MCKESSON CORP TRIM — 0.3% -0.1% 2.8 3,664 -121 0 —
☆PIPR funds › PIPER SANDLER COMPANIES HOLD — 0.3% -0.0% 2.7 37,536 +0 0 —
☆SCCO funds › SOUTHERN COPPER CORP ADD — 0.3% -0.0% 2.7 15,559 +272 0 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.3% -0.0% 2.7 34,294 +457 0 —
☆EWY funds › ISHARES INC NEW — 0.3% +0.3% 2.7 13,394 +13,394 0 —
☆CSCO funds › CISCO SYS INC ADD — 0.3% +0.1% 2.7 22,816 +436 0 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.3% +0.1% 2.6 9,339 +1,997 0 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.3% -0.3% 2.6 28,527 -24,334 0 —
☆CNXN funds › PC CONNECTION INC HOLD — 0.3% +0.0% 2.6 35,100 +0 0 —
☆TLT funds › ISHARES TR TRIM — 0.3% -0.0% 2.5 29,358 -1,816 0 —
☆TIP funds › ISHARES TR TRIM — 0.3% -0.0% 2.5 22,961 -511 0 —
☆STLD funds › STEEL DYNAMICS INC ADD — 0.3% +0.0% 2.5 10,886 +58 0 —
☆RWJ funds › INVESCO EXCH TRADED FD TR II ADD — 0.2% +0.0% 2.4 41,039 +55 0 —
☆MTDR funds › MATADOR RES CO TRIM — 0.2% -0.1% 2.4 48,590 -1,145 0 —
☆MUB funds › ISHARES TR TRIM — 0.2% -0.0% 2.3 21,682 -312 0 —
☆VGLT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.2% -0.0% 2.3 42,217 -3,552 0 —
☆EEM funds › ISHARES TR ADD — 0.2% +0.0% 2.3 33,376 +3,642 0 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 0.2% +0.0% 2.3 82,178 +11,649 0 —
☆IVV funds › ISHARES TR TRIM — 0.2% -0.0% 2.3 3,015 -129 0 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 0.2% +0.0% 2.3 26,953 +3,918 0 —
☆STRL funds › STERLING INFRASTRUCTURE INC TRIM — 0.2% +0.0% 2.3 2,686 -1,280 0 —
☆LNG funds › CHENIERE ENERGY INC TRIM — 0.2% -0.1% 2.2 9,045 -384 0 —
☆RTX funds › RTX CORPORATION ADD — 0.2% -0.0% 2.2 11,339 +954 0 —
☆TFLO funds › ISHARES TR ADD — 0.2% -0.0% 2.1 42,376 +1,100 0 —
☆BOOT funds › BOOT BARN HLDGS INC ADD — 0.2% +0.0% 2.1 13,024 +76 0 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS HOLD — 0.2% -0.0% 2.1 25,753 +0 0 —
☆NUKZ funds › EXCHANGE TRADED CONCEPTS TRU TRIM — 0.2% -0.0% 2.1 30,918 -889 0 —
☆HALO funds › HALOZYME THERAPEUTICS INC ADD — 0.2% +0.0% 2.1 26,578 +251 0 —
☆DE funds › DEERE & CO TRIM — 0.2% +0.0% 2.0 3,179 -5 0 —
☆POWL funds › POWELL INDS INC ADD — 0.2% +0.0% 2.0 6,976 +3,653 0 —
☆VT funds › VANGUARD INTL EQUITY INDEX F NEW — 0.2% +0.2% 1.9 12,387 +12,387 0 —
☆IWC funds › ISHARES TR HOLD — 0.2% +0.0% 1.9 9,403 +0 0 —
☆INVA funds › INNOVIVA INC ADD — 0.2% -0.0% 1.9 81,609 +4,382 0 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.2% +0.0% 1.8 30,980 +0 0 —
☆NNI funds › NELNET INC TRIM — 0.2% -0.1% 1.8 13,857 -6,901 0 —
☆EZPW funds › EZCORP INC HOLD — 0.2% +0.0% 1.8 52,547 +0 0 —
☆SCHE funds › SCHWAB STRATEGIC TR ADD — 0.2% +0.0% 1.8 49,396 +4,477 0 —
☆UTHR funds › UNITED THERAPEUTICS CORP DEL TRIM — 0.2% -0.0% 1.7 3,224 -29 0 —
☆IGV funds › ISHARES TR NEW — 0.2% +0.2% 1.7 18,834 +18,834 0 —
☆LPLA funds › LPL FINL HLDGS INC TRIM — 0.2% -0.0% 1.7 6,002 -184 0 —
☆WCC funds › WESCO INTL INC HOLD — 0.2% +0.0% 1.7 4,796 +0 0 —
☆PATK funds › PATRICK INDS INC HOLD — 0.2% -0.1% 1.6 18,229 +0 0 —
☆MTG funds › MGIC INVT CORP WIS TRIM — 0.2% -0.0% 1.6 57,769 -425 0 —
☆IBDR funds › ISHARES TR TRIM — 0.2% -0.0% 1.6 66,861 -3,167 0 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.2% -0.0% 1.6 18,202 -118 0 —
☆AMGN funds › AMGEN INC ADD — 0.2% -0.0% 1.6 4,371 +167 0 —
☆FBP funds › FIRST BANCORP CORPORATION HOLD — 0.2% +0.0% 1.6 60,640 +0 0 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.2% +0.1% 1.6 3,629 +125 0 —
☆SPSB funds › SPDR SERIES TRUST TRIM — 0.2% -0.0% 1.5 51,559 -2,312 0 —
☆HCA funds › HCA HEALTHCARE INC TRIM — 0.2% -0.1% 1.5 3,871 -573 0 —
☆CORT funds › CORCEPT THERAPEUTICS INC HOLD — 0.2% +0.1% 1.5 17,122 +0 0 —
☆PSMT funds › PRICESMART INC TRIM — 0.1% +0.0% 1.5 7,551 -6 0 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.1% +0.0% 1.5 1,989 -26 0 —
☆VCLT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -0.0% 1.5 19,294 -175 0 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY ADD — 0.1% +0.1% 1.4 3,724 +972 0 —
☆T funds › AT&T INC TRIM — 0.1% -0.1% 1.4 69,283 -9,427 0 —
☆JMBS funds › JANUS DETROIT STR TR ADD — 0.1% +0.0% 1.4 31,781 +5,538 0 —
☆VRP funds › INVESCO EXCH TRADED FD TR II HOLD — 0.1% -0.0% 1.4 57,925 +0 0 —
☆RDN funds › RADIAN GROUP INC HOLD — 0.1% +0.0% 1.4 37,164 +0 0 —
☆GLD funds › SPDR GOLD TR TRIM — 0.1% -0.0% 1.4 3,749 -9 0 —
☆CPRX funds › CATALYST PHARMACEUTICALS INC ADD — 0.1% +0.0% 1.4 43,686 +10,001 0 —
☆IBDS funds › ISHARES TR TRIM — 0.1% -0.0% 1.4 56,334 -2,101 0 —
☆FELV funds › FIDELITY COVINGTON TRUST ADD — 0.1% +0.0% 1.4 33,939 +4,946 0 —
☆PLAB funds › PHOTRONICS INC ADD — 0.1% +0.0% 1.4 41,586 +18,903 0 —
☆CW funds › CURTISS WRIGHT CORP ADD — 0.1% +0.1% 1.3 1,760 +710 0 —
☆BCC funds › BOISE CASCADE CO DEL ADD — 0.1% +0.0% 1.3 16,552 +3,842 0 —
☆AGZ funds › ISHARES TR ADD — 0.1% -0.0% 1.3 11,720 +118 0 —
☆HCC funds › WARRIOR MET COAL INC HOLD — 0.1% -0.0% 1.3 15,769 +0 0 —
☆ITGR funds › INTEGER HLDGS CORP HOLD — 0.1% -0.0% 1.3 13,671 +0 0 —
☆ANET funds › ARISTA NETWORKS INC ADD — 0.1% +0.1% 1.3 7,499 +4,161 0 —
☆IXC funds › ISHARES TR TRIM — 0.1% -0.0% 1.3 25,913 -1,289 0 —
☆DVY funds › ISHARES TR ADD — 0.1% +0.0% 1.3 8,143 +1,248 0 —
☆VTEB funds › VANGUARD MUN BD FDS HOLD — 0.1% -0.0% 1.3 24,791 +0 0 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% +0.0% 1.3 13,930 -703 0 —
☆AIT funds › APPLIED INDL TECHNOLOGIES IN ADD — 0.1% +0.0% 1.2 3,690 +859 0 —
☆XLY funds › SELECT SECTOR SPDR TR ADD — 0.1% -0.0% 1.2 10,606 +24 0 —
☆EUAD funds › SPINNAKER ETF SERIES TRIM — 0.1% -0.0% 1.2 29,199 -3,042 0 —
☆BRC funds › BRADY CORP ADD — 0.1% +0.0% 1.2 13,397 +3,984 0 —
☆AGGY funds › WISDOMTREE TR ADD — 0.1% +0.0% 1.2 28,203 +5,028 0 —
☆PRI funds › PRIMERICA INC TRIM — 0.1% -0.0% 1.2 4,221 -255 0 —
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 1.2 32,384 +4,499 0 —
☆IWN funds › ISHARES TR TRIM — 0.1% -0.0% 1.2 5,393 -470 0 —
☆MBIN funds › MERCHANTS BANCORP IND HOLD — 0.1% +0.0% 1.2 23,770 +0 0 —
☆XHB funds › SPDR SERIES TRUST TRIM — 0.1% +0.0% 1.2 10,253 -75 0 —
☆KTB funds › KONTOOR BRANDS INC TRIM — 0.1% +0.0% 1.2 13,942 -529 0 —
☆YETI funds › YETI HLDGS INC HOLD — 0.1% +0.0% 1.1 22,966 +0 0 —
☆CI funds › THE CIGNA GROUP TRIM — 0.1% -0.0% 1.1 4,102 -766 0 —
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 1.1 11,643 +1,535 0 —
☆KRE funds › SPDR SERIES TRUST TRIM — 0.1% +0.0% 1.1 15,004 -233 0 —
☆CF funds › CF INDUSTRIES HOLD ADD — 0.1% -0.0% 1.1 10,057 +1,391 0 —
☆AGO funds › ASSURED GUARANTY LTD TRIM — 0.1% -0.0% 1.1 13,450 -6 0 —
☆FCN funds › FTI CONSULTING INC HOLD — 0.1% -0.0% 1.1 7,212 +0 0 —
☆CWB funds › SPDR SERIES TRUST NEW — 0.1% +0.1% 1.1 9,951 +9,951 0 —
☆AVY funds › AVERY DENNISON CORP TRIM — 0.1% -0.0% 1.1 6,540 -654 0 —
☆NFLX funds › NETFLIX INC. ADD — 0.1% +0.0% 1.0 14,683 +8,251 0 —
☆ESE funds › ESCO TECHNOLOGIES INC HOLD — 0.1% +0.0% 1.0 2,993 +0 0 —
☆WT funds › WISDOMTREE INC HOLD — 0.1% +0.0% 1.0 61,515 +0 0 —
☆DRI funds › DARDEN RESTAURANTS INC TRIM — 0.1% -0.0% 1.0 5,042 -50 0 —
☆ADC funds › AGREE RLTY CORP HOLD — 0.1% -0.0% 1.0 13,310 +0 0 —
☆SUPN funds › SUPERNUS PHARMACEUTICALS HOLD — 0.1% -0.0% 1.0 21,004 +0 0 —
☆OFG funds › OFG BANCORP HOLD — 0.1% +0.0% 1.0 19,833 +0 0 —
☆IMKTA funds › INGLES MKTS INC HOLD — 0.1% -0.0% 1.0 10,958 +0 0 —
☆OTTR funds › OTTER TAIL CORP HOLD — 0.1% -0.0% 1.0 10,631 +0 0 —
☆SEIX funds › VIRTUS ETF TR II ADD — 0.1% +0.0% 1.0 41,322 +7,063 0 —
☆AVT funds › AVNET INC HOLD — 0.1% +0.0% 1.0 10,749 +0 0 —
☆ANDE funds › ANDERSONS INC ADD — 0.1% +0.0% 1.0 13,930 +2,330 0 —
☆NHC funds › NATIONAL HEALTHCARE CORP HOLD — 0.1% +0.0% 0.9 4,456 +0 0 —
☆IBMO funds › ISHARES TR HOLD — 0.1% -0.0% 0.9 35,835 +0 0 —
☆PLD funds › PROLOGIS INC. TRIM — 0.1% -0.0% 0.9 6,751 -171 0 —
☆FUMB funds › FIRST TR EXCH TRADED FD III HOLD — 0.1% -0.0% 0.9 45,571 +0 0 —
☆AGM funds › FEDERAL AGRIC MTG CORP HOLD — 0.1% +0.0% 0.9 4,567 +0 0 —
☆EFG funds › ISHARES TR TRIM — 0.1% -0.0% 0.9 7,080 -764 0 —
☆PDBC funds › INVESCO ACTVELY MNGD ETC FD TRIM — 0.1% -0.0% 0.9 55,187 -7,294 0 —
☆XLI funds › SELECT SECTOR SPDR TR TRIM — 0.1% +0.0% 0.9 4,699 -6 0 —
☆URBN funds › URBAN OUTFITTERS INC HOLD — 0.1% +0.0% 0.9 12,189 +0 0 —
☆FSMB funds › FIRST TR EXCH TRADED FD III HOLD — 0.1% -0.0% 0.9 42,880 +0 0 —
☆IBP funds › INSTALLED BLDG PRODS INC TRIM — 0.1% -0.1% 0.9 3,712 -2,708 0 —
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 0.1% -0.0% 0.9 1,674 -61 0 —
☆PATH funds › UIPATH INC HOLD — 0.1% -0.0% 0.9 78,348 +0 0 —
☆IBMR funds › ISHARES TR HOLD — 0.1% -0.0% 0.8 33,371 +0 0 —
☆USLM funds › UNITED STS LIME & MINERALS I HOLD — 0.1% -0.0% 0.8 7,966 +0 0 —
☆MOD funds › MODINE MFG CO HOLD — 0.1% +0.0% 0.8 3,119 +0 0 —
☆IGLB funds › ISHARES TR TRIM — 0.1% -0.0% 0.8 16,415 -248 0 —
☆MWA funds › MUELLER WTR PRODS INC NEW — 0.1% +0.1% 0.8 31,523 +31,523 0 —
☆WINA funds › WINMARK CORP HOLD — 0.1% -0.0% 0.8 1,881 +0 0 —
☆DTCR funds › GLOBAL X FDS ADD — 0.1% +0.0% 0.8 25,804 +998 0 —
☆ARCB funds › ARCBEST CORP HOLD — 0.1% +0.0% 0.8 5,384 +0 0 —
☆DINO funds › HF SINCLAIR CORP HOLD — 0.1% +0.0% 0.8 10,985 +0 0 —
☆EWG funds › ISHARES INC TRIM — 0.1% -0.0% 0.8 18,417 -610 0 —
☆FOX funds › FOX CORP TRIM — 0.1% -0.2% 0.8 16,054 -24,163 0 —
☆IDA funds › IDACORP INC HOLD — 0.1% -0.0% 0.7 4,930 +0 0 —
☆AX funds › AXOS FINANCIAL INC HOLD — 0.1% +0.0% 0.7 7,548 +0 0 —
☆DFIN funds › DONNELLEY FINL SOLUTIONS INC HOLD — 0.1% -0.0% 0.7 17,362 +0 0 —
☆HLI funds › HOULIHAN LOKEY INC HOLD — 0.1% -0.0% 0.7 5,248 +0 0 —
☆IWD funds › ISHARES TR TRIM — 0.1% -0.0% 0.7 2,901 -683 0 —
☆XSMO funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% +0.0% 0.7 7,463 +1,014 0 —
☆GVI funds › ISHARES TR TRIM — 0.1% -0.0% 0.7 6,556 -697 0 —
☆APLE funds › APPLE HOSPITALITY REIT INC HOLD — 0.1% +0.0% 0.7 40,668 +0 0 —
☆SSB funds › SOUTHSTATE BK CORP HOLD — 0.1% -0.0% 0.7 6,835 +0 0 —
☆XLRE funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 0.7 15,486 -249 0 —
☆NUE funds › NUCOR CORP TRIM — 0.1% +0.0% 0.7 3,042 -290 0 —
☆BKE funds › BUCKLE INC ADD — 0.1% +0.0% 0.7 16,056 +4,528 0 —
☆SCSC funds › SCANSOURCE INC NEW — 0.1% +0.1% 0.7 12,984 +12,984 0 —
☆AEO funds › AMERICAN EAGLE OUTFITTERS IN NEW — 0.1% +0.1% 0.7 39,177 +39,177 0 —
☆ETR funds › ENTERGY CORP NEW ADD — 0.1% -0.0% 0.7 5,827 +124 0 —
☆XHR funds › XENIA HOTELS & RESORTS INC HOLD — 0.1% +0.0% 0.7 32,809 +0 0 —
☆DLR funds › DIGITAL RLTY TR INC TRIM — 0.1% -0.0% 0.7 3,664 -186 0 —
☆AVA funds › AVISTA CORP HOLD — 0.1% -0.0% 0.7 16,075 +0 0 —
☆CENTA funds › CENTRAL GARDEN & PET CO HOLD — 0.1% +0.0% 0.6 16,667 +0 0 —
☆ACLS funds › AXCELIS TECHNOLOGIES INC HOLD — 0.1% +0.0% 0.6 3,408 +0 0 —
☆IBLC funds › ISHARES TR ADD — 0.1% +0.0% 0.6 13,375 +1,787 0 —
☆ICVT funds › ISHARES TR ADD — 0.1% +0.0% 0.6 5,224 +2,600 0 —
☆TRNO funds › TERRENO RLTY CORP HOLD — 0.1% -0.0% 0.6 9,801 +0 0 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.1% +0.0% 0.6 8,761 +1,526 0 —
☆AVDV funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 0.6 6,044 +825 0 —
☆POR funds › PORTLAND GEN ELEC CO HOLD — 0.1% -0.0% 0.6 11,901 +0 0 —
☆NSIT funds › INSIGHT ENTERPRISES INC TRIM — 0.1% +0.0% 0.6 5,064 -735 0 —
☆SHEL funds › SHELL PLC ADD — 0.1% -0.0% 0.6 7,882 +484 0 —
☆MGY funds › MAGNOLIA OIL & GAS CORP ADD — 0.1% -0.0% 0.6 23,887 +151 0 —
☆KRG funds › KITE REALTY GROUP TRUST HOLD — 0.1% +0.0% 0.6 21,493 +0 0 —
☆ICF funds › ISHARES TR HOLD — 0.1% -0.0% 0.6 9,000 +0 0 —
☆CVSA funds › COVISTA INC HOLD — 0.1% -0.0% 0.6 4,876 +0 0 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.1% -0.0% 0.6 6,827 -14 0 —
☆SPGM funds › SPDR INDEX SHS FDS NEW — 0.1% +0.1% 0.6 7,044 +7,044 0 —
☆FNDF funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 0.6 11,371 +74 0 —
☆MUR funds › MURPHY OIL CORP HOLD — 0.1% -0.0% 0.6 18,289 +0 0 —
☆NSA funds › NATIONAL STORAGE AFFILIATES HOLD — 0.1% +0.0% 0.6 13,345 +0 0 —
☆CE funds › CELANESE CORP DEL TRIM — 0.1% -0.0% 0.6 12,680 -804 0 —
☆NOC funds › NORTHROP GRUMMAN CORP TRIM — 0.1% -0.0% 0.6 1,120 -34 0 —
☆GCT funds › GIGACLOUD TECHNOLOGY INC HOLD — 0.1% -0.0% 0.6 18,006 +0 0 —
☆CUSIP:46137V290 funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.1% -0.0% 0.6 15,547 +0 0 —
☆IDCC funds › INTERDIGITAL INC HOLD — 0.1% -0.0% 0.6 1,944 +0 0 —
☆VVX funds › V2X INC HOLD — 0.1% -0.0% 0.5 7,334 +0 0 —
☆XLF funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 0.5 10,178 -4 0 —
☆ALKS funds › ALKERMES PLC HOLD — 0.1% +0.0% 0.5 10,285 +0 0 —
☆ERO funds › ERO COPPER CORP HOLD — 0.1% -0.0% 0.5 19,993 +0 0 —
☆IBMP funds › ISHARES TR HOLD — 0.1% -0.0% 0.5 20,676 +0 0 —
☆EBS funds › EMERGENT BIOSOLUTIONS INC HOLD — 0.1% -0.0% 0.5 61,963 +0 0 —
☆AGX funds › ARGAN INC HOLD — 0.1% +0.0% 0.5 641 +0 0 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 0.1% -0.0% 0.5 6,554 +643 0 —
☆IBDU funds › ISHARES TR HOLD — 0.1% -0.0% 0.5 22,010 +0 0 —
☆NWPX funds › NWPX INFRASTRUCTURE INC HOLD — 0.1% +0.0% 0.5 3,394 +0 0 —
☆SNX funds › TD SYNNEX CORPORATION HOLD — 0.1% +0.0% 0.5 1,877 +0 0 —
☆NUV funds › NUVEEN MUN VALUE FD INC HOLD — 0.1% -0.0% 0.5 54,116 +0 0 —
☆FHI funds › FEDERATED HERMES INC HOLD — 0.1% -0.0% 0.5 8,952 +0 0 —
☆CRAI funds › CRA INTL INC HOLD — 0.0% -0.0% 0.5 3,450 +0 0 —
☆SBRA funds › SABRA HEALTH CARE REIT INC HOLD — 0.0% -0.0% 0.5 24,042 +0 0 —
☆ASO funds › ACADEMY SPORTS & OUTDOORS IN HOLD — 0.0% -0.0% 0.5 9,771 +0 0 —
☆KNSA funds › KINIKSA PHARMACEUTICALS INTL HOLD — 0.0% +0.0% 0.4 7,027 +0 0 —
☆ENSG funds › ENSIGN GROUP INC HOLD — 0.0% -0.0% 0.4 2,792 +0 0 —
☆DXC funds › DXC TECHNOLOGY CO HOLD — 0.0% -0.0% 0.4 50,478 +0 0 —
☆UNP funds › UNION PAC CORP TRIM — 0.0% -0.0% 0.4 1,634 -50 0 —
☆TLH funds › ISHARES TR ADD — 0.0% +0.0% 0.4 4,410 +1,957 0 —
☆NXST funds › NEXSTAR MEDIA GROUP INC HOLD — 0.0% -0.0% 0.4 2,436 +0 0 —
☆BKU funds › BANKUNITED INC HOLD — 0.0% -0.0% 0.4 8,949 +0 0 —
☆EMB funds › ISHARES TR NEW — 0.0% +0.0% 0.4 4,474 +4,474 0 —
☆BIZD funds › VANECK ETF TRUST NEW — 0.0% +0.0% 0.4 33,583 +33,583 0 —
☆BNDX funds › VANGUARD CHARLOTTE FDS NEW — 0.0% +0.0% 0.4 8,768 +8,768 0 —
☆STAG funds › STAG INDUSTRIAL INC HOLD — 0.0% -0.0% 0.4 11,100 +0 0 —
☆AFG funds › AMERICAN FINANCIAL GROUP INC HOLD — 0.0% -0.0% 0.4 2,996 +0 0 —
☆SCUS funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.4 16,294 +2,877 0 —
☆BLOK funds › AMPLIFY ETF TR TRIM — 0.0% +0.0% 0.4 6,467 -446 0 —
☆EWC funds › ISHARES INC HOLD — 0.0% -0.0% 0.4 7,000 +0 0 —
☆EBND funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.4 19,222 +4,228 0 —
☆PLUS funds › EPLUS INC HOLD — 0.0% +0.0% 0.4 4,684 +0 0 —
☆EPR funds › EPR PPTYS HOLD — 0.0% +0.0% 0.4 6,696 +0 0 —
☆ANIP funds › ANI PHARMACEUTICALS INC HOLD — 0.0% -0.0% 0.4 4,650 +0 0 —
☆XLU funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.4 8,308 +0 0 —
☆LPG funds › DORIAN LPG LTD HOLD — 0.0% -0.0% 0.4 10,729 +0 0 —
☆ISSC funds › INNOVATIVE SOLUTIONS & SUPPO HOLD — 0.0% -0.0% 0.4 20,400 +0 0 —
☆UE funds › URBAN EDGE PPTYS HOLD — 0.0% +0.0% 0.4 15,649 +0 0 —
☆HVT funds › HAVERTY FURNITURE COS INC HOLD — 0.0% +0.0% 0.4 13,983 +0 0 —
☆IBDX funds › ISHARES TR HOLD — 0.0% -0.0% 0.4 14,068 +0 0 —
☆IBMQ funds › ISHARES TR HOLD — 0.0% -0.0% 0.4 13,800 +0 0 —
☆PBR funds › PETROLEO BRASILEIRO S A TRIM — 0.0% -0.0% 0.4 21,814 -1,405 0 —
☆PNTG funds › PENNANT GROUP INC NEW — 0.0% +0.0% 0.4 9,509 +9,509 0 —
☆NEM funds › NEWMONT CORP ADD — 0.0% -0.0% 0.3 3,664 +401 0 —
☆CCS funds › CENTURY COMMUNITIES INC HOLD — 0.0% +0.0% 0.3 4,769 +0 0 —
☆SNDK funds › SANDISK CORP NEW — 0.0% +0.0% 0.3 149 +149 0 —
☆ASYS funds › AMTECH SYS INC HOLD — 0.0% +0.0% 0.3 14,600 +0 0 —
☆UFPT funds › UFP TECHNOLOGIES INC HOLD — 0.0% +0.0% 0.3 1,230 +0 0 —
☆REX funds › REX AMERICAN RES CORP HOLD — 0.0% -0.0% 0.3 7,220 +0 0 —
☆NOG funds › NORTHERN OIL & GAS INC HOLD — 0.0% -0.0% 0.3 16,968 +0 0 —
☆SDY funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.3 1,985 +0 0 —
☆BLBD funds › BLUE BIRD CORP HOLD — 0.0% +0.0% 0.3 3,819 +0 0 —
☆IBTJ funds › ISHARES TR HOLD — 0.0% -0.0% 0.3 13,696 +0 0 —
☆TRT funds › TRIO TECH INTL HOLD — 0.0% +0.0% 0.3 24,016 +0 0 —
☆BBY funds › BEST BUY INC TRIM — 0.0% -0.0% 0.3 3,871 -664 0 —
☆CTRE funds › CARETRUST REIT INC HOLD — 0.0% -0.0% 0.3 7,218 +0 0 —
☆ZYME funds › ZYMEWORKS INC HOLD — 0.0% -0.0% 0.3 10,925 +0 0 —
☆IWY funds › ISHARES TR TRIM — 0.0% +0.0% 0.3 976 -21 0 —
☆IBTK funds › ISHARES TR HOLD — 0.0% -0.0% 0.3 14,350 +0 0 —
☆OPCH funds › OPTION CARE HEALTH INC HOLD — 0.0% -0.0% 0.3 13,097 +0 0 —
☆FXF funds › INVESCO CURRENCYSHARES SWISS TRIM — 0.0% -0.1% 0.3 2,500 -3,911 0 —
☆CWEN funds › CLEARWAY ENERGY INC HOLD — 0.0% -0.0% 0.3 7,966 +0 0 —
☆CNR funds › CORE NATURAL RESOURCES INC HOLD — 0.0% -0.0% 0.3 3,339 +0 0 —
☆CUSIP:46134L105 funds › INVESTAR HOLDING CORP HOLD — 0.0% -0.0% 0.3 8,819 +0 0 —
☆PRGS funds › PROGRESS SOFTWARE CORP HOLD — 0.0% +0.0% 0.3 7,827 +0 0 —
☆FXI funds › ISHARES TR NEW — 0.0% +0.0% 0.3 8,180 +8,180 0 —
☆TBPH funds › THERAVANCE BIOPHARMA INC HOLD — 0.0% -0.0% 0.3 14,833 +0 0 —
☆IBTG funds › ISHARES TR HOLD — 0.0% -0.0% 0.3 11,000 +0 0 —
☆RSPD funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.2 4,454 +0 0 —
☆ELTK funds › ELTEK LTD HOLD — 0.0% +0.0% 0.2 25,907 +0 0 —
☆IOSP funds › INNOSPEC INC HOLD — 0.0% +0.0% 0.2 3,015 +0 0 —
☆PFE funds › PFIZER INC ADD — 0.0% +0.0% 0.2 10,030 +2,399 0 —
☆USIG funds › ISHARES TR HOLD — 0.0% -0.0% 0.2 4,690 +0 0 —
☆IJR funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 1,620 +0 0 —
☆ALL funds › ALLSTATE CORP NEW — 0.0% +0.0% 0.2 990 +990 0 —
☆IRMD funds › IRADIMED CORP HOLD — 0.0% -0.0% 0.2 2,454 +0 0 —
☆CLF funds › CLEVELAND-CLIFFS INC NEW HOLD — 0.0% +0.0% 0.2 24,771 +0 0 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.0% +0.0% 0.2 200 +200 0 —
☆ACU funds › ACME UTD CORP HOLD — 0.0% -0.0% 0.2 4,824 +0 0 —
☆GEO funds › GEO GROUP INC NEW — 0.0% +0.0% 0.2 7,691 +7,691 0 —
☆CPSH funds › CPS TECHNOLOGIES CORP HOLD — 0.0% +0.0% 0.2 41,072 +0 0 —
☆RCKY funds › ROCKY BRANDS INC HOLD — 0.0% -0.0% 0.2 5,445 +0 0 —
☆COP funds › CONOCOPHILLIPS NEW — 0.0% +0.0% 0.2 2,130 +2,130 0 —
☆ELA funds › ENVELA CORP NEW — 0.0% +0.0% 0.2 7,500 +7,500 0 —
☆COLL funds › COLLEGIUM PHARMACEUTICAL INC TRIM — 0.0% -0.0% 0.2 5,940 -1,170 0 —
☆LMAT funds › LEMAITRE VASCULAR INC HOLD — 0.0% -0.0% 0.2 2,222 +0 0 —
☆TSLA funds › TESLA INC NEW — 0.0% +0.0% 0.2 503 +503 0 —
☆EOG funds › EOG RES INC NEW — 0.0% +0.0% 0.2 1,615 +1,615 0 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS NEW — 0.0% +0.0% 0.2 874 +874 0 —
☆IBTO funds › ISHARES TR HOLD — 0.0% -0.0% 0.2 8,525 +0 0 —
☆APH funds › AMPHENOL CORP NEW — 0.0% +0.0% 0.2 1,162 +1,162 0 —
☆GNK funds › GENCO SHIPPING & TRADING LTD NEW — 0.0% +0.0% 0.2 8,194 +8,194 0 —
☆JCI funds › JOHNSON CONTROLS INTERNATION NEW — 0.0% +0.0% 0.2 1,371 +1,371 0 —
☆CVU funds › CPI AEROSTRUCTURES INC HOLD — 0.0% +0.0% 0.2 34,848 +0 0 —
☆BOSC funds › BOS BETTER ONLINE SOLUTIONS HOLD — 0.0% -0.0% 0.2 36,565 +0 0 —
☆BWEN funds › BROADWIND INC HOLD — 0.0% +0.0% 0.1 27,100 +0 0 —
☆SELF funds › GLOBAL SELF STORAGE INC HOLD — 0.0% -0.0% 0.1 24,100 +0 0 —
☆CUSIP:33938T104 funds › FLEXIBLE SOLUTIONS INTL INC HOLD — 0.0% +0.0% 0.1 18,300 +0 0 —
☆CUSIP:562803106 funds › MANHATTAN BRDG CAP INC HOLD — 0.0% -0.0% 0.1 21,186 +0 0 —
☆NCA funds › NUVEEN CALIFORNIA MUNI VLU F HOLD — 0.0% -0.0% 0.1 10,230 +0 0 —
☆MHH funds › MASTECH HLDGS INC HOLD — 0.0% +0.0% 0.1 12,126 +0 0 —
☆CUSIP:237690102 funds › DATA I O CORP HOLD — 0.0% +0.0% 0.1 22,402 +0 0 —
☆PPSI funds › PIONEER PWR SOLUTIONS INC HOLD — 0.0% +0.0% 0.1 21,786 +0 0 —
☆CUSIP:754198109 funds › RAVE RESTAURANT GROUP INC HOLD — 0.0% +0.0% 0.1 25,000 +0 0 —
☆EOSE funds › EOS ENERGY ENTERPRISES INC TRIM — 0.0% -0.0% 0.1 11,443 -16,665 0 —
☆IRD funds › OPUS GENETICS INC HOLD — 0.0% -0.0% 0.1 16,364 +0 0 —
☆VIRC funds › VIRCO MFG CO HOLD — 0.0% -0.0% 0.1 10,503 +0 0 —
☆APT funds › ALPHA PRO TECH LTD HOLD — 0.0% +0.0% 0.1 11,050 +0 0 —
☆KOSS funds › KOSS CORP HOLD — 0.0% +0.0% 0.1 15,475 +0 0 —
☆AMS funds › AMERICAN SHARED HOSPITAL SVC HOLD — 0.0% -0.0% 0.0 29,725 +0 0 —
☆WVVI funds › WILLAMETTE VALLEY VINEYARDS HOLD — 0.0% -0.0% 0.0 12,921 +0 0 —
☆CBAT funds › CBAK ENERGY TECHNOLOGY LTD NEW — 0.0% +0.0% 0.0 52,521 +52,521 0 —
☆CUSIP:87538X105 funds › TANDY LEATHER FACTORY INC HOLD — 0.0% -0.0% 0.0 12,573 +0 0 —
☆NAII funds › NATURAL ALTERNATIVES INTL IN HOLD — 0.0% -0.0% 0.0 10,022 +0 0 —
☆CUSIP:36269P104 funds › GAIA INC NEW HOLD — 0.0% -0.0% 0.0 10,600 +0 0 —
☆LFT funds › LUMENT FINANCE TRUST INC HOLD — 0.0% -0.0% 0.0 18,000 +0 0 —
☆SURG funds › SURGEPAYS INC HOLD — 0.0% -0.0% 0.0 32,500 +0 0 —
☆AORT funds › ARTIVION INC EXIT — 0.0% -0.0% 0.0 0 -6,972 0 —
☆SM funds › SM ENERGY COMPANY EXIT — 0.0% -0.0% 0.0 0 -6,700 0 —
☆SIGA funds › SIGA TECHNOLOGIES INC EXIT — 0.0% -0.0% 0.0 0 -53,546 0 —
☆ZTS funds › ZOETIS INC EXIT — 0.0% -0.0% 0.0 0 -1,727 0 —
☆PAHC funds › PHIBRO ANIMAL HEALTH CORP EXIT — 0.0% -0.0% 0.0 0 -6,260 0 —
☆ULTA funds › ULTA BEAUTY INC EXIT — 0.0% -0.1% 0.0 0 -2,107 0 —
☆BZH funds › BEAZER HOMES USA INC EXIT — 0.0% -0.0% 0.0 0 -16,882 0 —
☆USFR funds › WISDOMTREE TR EXIT — 0.0% -0.1% 0.0 0 -24,615 0 —
☆ANF funds › ABERCROMBIE & FITCH CO EXIT — 0.0% -0.1% 0.0 0 -8,220 0 —
☆TSCO funds › TRACTOR SUPPLY CO EXIT — 0.0% -0.0% 0.0 0 -5,577 0 —
☆CUSIP:14986C102 funds › CBAK ENERGY TECHNOLOGY INC EXIT — 0.0% -0.0% 0.0 0 -52,521 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 984 375 0.09 26% 0.012 0.367 — in
2026Q1 891 359 0.09 26% 0.012 0.370 — in
2025Q4 916 361 0.08 29% 0.013 0.373 — in
2025Q3 915 356 0.06 28% 0.013 0.407 — in
2025Q2 841 338 0.09 27% 0.013 0.380 — entered
2025Q1 788 326 0.00 26% 0.012 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status