Signals

ABR

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

Flow ranking

Rank#1842
Score / z0.000 / -0.02
Consensus113.39 over 194 funds
Momentumnot computed

Price & positioning

227 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 206.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 57.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 36.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
COATUE MANAGEMENT LLC CIK 0001135730 0.880 66 32.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 25.8 0.0% 4 +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 25.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 21.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 21.0 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 16.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 13.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COOPERMAN LEON G CIK 0000898382 0.812 39 12.0 0.4% 4 -0.0 pp -0.3 pp -0.3 pp +0.4 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 11.6 0.0% 6 -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 10.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 7.9 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Melia Wealth LLC CIK 0001964047 0.478 23 7.4 3.6% 4 +0.1 pp -1.6 pp -1.0 pp +3.6 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 7.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 5.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 5.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLER VALUE PARTNERS, LLC CIK 0001135778 0.341 56 4.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CERTUITY, LLC CIK 0001800752 0.558 672 4.6 0.3% 4 +0.0 pp -0.2 pp -0.3 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 4.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.2 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 4.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.8 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 3.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 3.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 3.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GraniteShares Advisors LLC CIK 0001839545 0.113 90 2.4 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 1.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 1.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Significant Wealth Partners LLC CIK 0001964680 0.130 116 1.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 1.7 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strait & Sound Wealth Management LLC CIK 0001966210 0.391 163 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Kassira Wealth Management LLC CIK 0002095972 0.365 63 1.4 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
Odyssean, LLC CIK 0002092853 0.021 485 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.3 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 1.1 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 1.0 0.0% 2 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 1.0 0.3% 4 -0.1 pp -0.4 pp -0.4 pp +0.3 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 0.9 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 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Palogic Value Management, L.P. CIK 0001532943 0.148 181 0.7 0.3% 4 +0.1 pp -0.3 pp -0.2 pp +0.3 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 0.6 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DENALI ADVISORS LLC CIK 0001142941 0.174 318 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
RHODES INVESTMENT ADVISORS INC /ADV CIK 0001005186 0.110 127 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.4 0.0% 3 -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 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 0.3 0.1% 4 -0.0 pp -0.2 pp -0.2 pp +0.1 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PW Nova Financial Services LLC CIK 0002127408 0.354 208 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.3 0.0% 3 +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 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 0.3 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 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAXTER BROS INC CIK 0001096783 0.532 172 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Wealth Map LLC CIK 0001802635 0.488 90 0.2 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
Fund Advisors of America Inc/FL CIK 0002116327 0.135 120 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AlphaGrep UK Ltd CIK 2148988 0.006 697 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEAK6 LLC CIK 0001389958 0.149 850 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edge Wealth Management LLC CIK 0001567163 0.654 87 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
XPONANCE LLC CIK 0001637541 0.815 1841 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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BURNEY CO/ CIK 0000940445 0.713 605 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Valiant Capital Management, L.P. CIK 0001452689 0.804 25 0.0 0.0% 0 +0.0 pp +0.0 pp -3.1 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alpine Global Management, LLC CIK 0001581655 0.035 232 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INCEPTIONR LLC CIK 0001821561 0.000 628 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Perbak Capital Partners LLP CIK 0001968437 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 0.0 0.0% 0 +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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PMC FIG Opportunities LLC CIK 0001899896 0.000 31 0.0 0.0% 0 +0.0 pp -2.6 pp +0.0 pp +0.0 pp
Colonial River Investments, LLC CIK 0001845859 0.069 249 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kensington Investment Counsel, LLC CIK 0001845536 0.237 85 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCOGGIN MANAGEMENT LP CIK 0001086416 0.464 48 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AXS Investments LLC CIK 0001801467 0.203 193 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EMC Capital Management CIK 0001847772 0.576 53 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Ruffer LLP CIK 0001426859 0.221 187 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
QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lombard Odier Asset Management (USA) Corp CIK 0001491719 0.015 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Baron Wealth Management LLC CIK 0001968507 0.535 304 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 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 ABR). Qtrs Held counts distinct quarters this fund has actually held ABR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ABR position size. Δ columns are the percentage-point change in ABR'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