Signals

B

657 in-universe funds with a nonzero position in B within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#248
Score / z0.873 / 1.10
Consensus345.75 over 656 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+7% / 1.2d

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

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0

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
Capital International Investors CIK 0001562230 0.968 446 1,559.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 1,524.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,459.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 1,091.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,011.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 822.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 551.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital World Investors CIK 0001422849 0.974 637 492.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 386.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 381.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 368.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 366.7 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 326.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 307.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 289.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FMR LLC CIK 0000315066 0.989 5571 259.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 246.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 239.2 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 237.4 0.0% 1 +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 237.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 214.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 211.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 187.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 172.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 169.3 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 167.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Slate Path Capital LP CIK 0001559706 0.201 40 151.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 144.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 142.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Employees Provident Fund Board CIK 0001600177 0.852 68 132.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 131.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Man Group plc CIK 0001637460 0.631 2032 125.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 111.2 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 110.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 109.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kopernik Global Investors, LLC CIK 0001599814 0.485 26 106.8 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 104.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
FIL Ltd CIK 0000318989 0.878 1140 102.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 100.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Amundi CIK 0001330387 0.000 1 99.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 95.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 93.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 93.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 91.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 91.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 89.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 85.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 84.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 76.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OAKTREE CAPITAL MANAGEMENT LP CIK 0000949509 0.556 138 65.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
SOUND SHORE MANAGEMENT INC /CT/ CIK 0000820124 0.307 40 64.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Perpetual Ltd CIK 0001647273 0.486 419 63.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 62.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 61.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 60.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 60.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 52.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA ADVISORS GROUP, INC. CIK 0001444949 0.078 117 52.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 50.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 47.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 46.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
ALLIANZ SE CIK 0001127508 0.910 519 45.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 42.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Systrade AG CIK 0001818160 0.744 14 41.6 47.2% 1 +47.2 pp +47.2 pp +47.2 pp +47.2 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 41.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 37.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 37.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brickwood Asset Management LLP CIK 0002056939 0.782 10 37.0 27.2% 1 +27.2 pp +27.2 pp +27.2 pp +27.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 35.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 35.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 35.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 34.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 34.1 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 33.8 0.0% 1 +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 33.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 32.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 30.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 30.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
683 Capital Management, LLC CIK 0001404574 0.253 128 28.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Monaco Asset Management SAM CIK 0001803593 0.097 36 28.3 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 27.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holowesko Partners Ltd. CIK 0001428569 0.214 34 27.5 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
AVIVA PLC CIK 0001140022 0.925 854 26.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STRS OHIO CIK 0000820478 0.777 2154 26.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 25.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 24.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Korea Investment CORP CIK 0001441689 0.896 677 24.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gemsstock Ltd. CIK 0001724140 0.000 13 23.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 23.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 23.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 23.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 21.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 21.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 20.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Merewether Investment Management, LP CIK 0001736852 0.195 81 20.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Haven Global Partners, LLC CIK 0002051846 0.535 8 19.9 15.6% 1 +15.6 pp +15.6 pp +15.6 pp +15.6 pp
Woodline Partners LP CIK 0001784547 0.424 1011 19.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 19.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 19.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 18.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 17.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 17.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 17.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUSSMAN STRATEGIC ADVISORS, INC. CIK 0001179475 0.008 231 17.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
LPL Financial LLC CIK 0001403438 0.957 5996 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 16.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 14.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 14.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 14.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 13.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 13.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 13.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 13.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 13.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hamilton Capital Partners Inc. CIK 2141005 0.591 214 12.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FOUNDATION RESOURCE MANAGEMENT INC CIK 0001179232 0.432 56 12.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 12.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 12.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 11.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 11.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEATING INVESTMENT COUNSELORS INC CIK 0001020580 0.747 59 10.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 10.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 9.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 8.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 8.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lafayette Investments, Inc. CIK 0001308377 0.521 162 6.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 6.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regal Partners Ltd CIK 0001577774 0.595 122 6.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Contrarius Group Holdings Ltd CIK 0002054801 0.000 34 5.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Invenomic Capital Management LP CIK 0001769456 0.090 115 5.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +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 B). Qtrs Held counts distinct quarters this fund has actually held B (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its B position size. Δ columns are the percentage-point change in B's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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