Signals

BAM

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

Flow ranking

Rank#23177
Score / z-1.272 / -1.18
Consensus228.51 over 399 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+13% / 4.4d

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
BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 53,029.8 71.4% 3 -6.0 pp -7.7 pp +71.4 pp +71.4 pp
Partners Value Investments L.P. CIK 0001162777 0.991 7 1,315.2 14.1% 4 -1.0 pp -2.2 pp -3.2 pp +14.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 876.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 594.1 0.5% 4 -0.2 pp -0.2 pp -0.3 pp +0.5 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 566.1 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 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 467.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Capital World Investors CIK 0001422849 0.974 637 467.4 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 434.1 0.5% 5 -0.1 pp -0.2 pp -0.3 pp -0.2 pp
FMR LLC CIK 0000315066 0.989 5571 406.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital International Investors CIK 0001562230 0.968 446 338.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 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 256.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 252.3 0.2% 4 -0.2 pp -0.4 pp -0.4 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 245.2 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 236.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 235.4 0.6% 4 -0.0 pp +0.2 pp +0.2 pp +0.6 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 224.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 206.1 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 197.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 169.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 167.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 163.9 0.3% 4 -0.1 pp -0.1 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 153.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 152.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 151.5 0.8% 4 -0.1 pp -0.2 pp -0.2 pp +0.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 143.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
COOKE & BIELER LP CIK 0000024386 0.694 100 137.1 1.6% 4 +0.5 pp +0.8 pp +0.9 pp +1.6 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 133.4 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 119.3 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 109.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 98.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 97.5 0.8% 4 -0.1 pp -0.2 pp -0.2 pp +0.8 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 96.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 93.5 1.7% 4 -0.4 pp -0.6 pp -0.7 pp +1.7 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 87.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 85.2 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 83.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 76.3 0.1% 4 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 74.5 0.9% 4 -0.2 pp -0.3 pp -0.2 pp +0.9 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 73.8 2.1% 4 +0.9 pp +1.1 pp +1.6 pp +2.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 71.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 49.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 49.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 47.1 0.1% 4 -0.4 pp -0.6 pp -0.3 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 46.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 46.3 0.0% 4 -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 44.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 41.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 41.1 0.2% 4 -0.3 pp -0.5 pp -0.5 pp +0.2 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 40.8 0.9% 4 -0.1 pp -0.2 pp -0.1 pp +0.9 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 40.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 40.3 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 35.9 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 35.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 35.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 34.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 31.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 30.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 29.1 0.0% 4 -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 28.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Broad Run Investment Management, LLC CIK 0001568621 0.814 24 26.8 4.7% 4 +0.8 pp +1.0 pp +1.2 pp +4.7 pp
Sather Financial Group Inc CIK 0001568540 0.765 121 25.4 1.6% 4 +0.2 pp +0.1 pp -0.0 pp +1.6 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 25.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 24.8 0.7% 4 -0.1 pp -0.3 pp -0.4 pp +0.7 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 24.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GFI Investment Counsel Ltd. CIK 0001688774 0.782 30 24.6 3.4% 2 -13.4 pp +3.4 pp +3.4 pp +3.4 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 22.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 20.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 20.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 20.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 19.3 2.3% 4 +1.1 pp +1.2 pp +1.8 pp +2.3 pp
PORTLAND INVESTMENT COUNSEL INC. CIK 0001081668 0.608 58 18.7 6.0% 4 -0.7 pp -0.4 pp -0.7 pp +6.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 18.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 17.7 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 17.1 0.0% 4 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 16.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 15.9 0.4% 4 +0.4 pp +0.4 pp +0.3 pp +0.4 pp
AVIVA PLC CIK 0001140022 0.925 854 15.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 15.5 0.4% 4 -0.2 pp -0.2 pp -0.3 pp +0.4 pp
MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 15.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 15.2 1.3% 4 -0.1 pp -0.2 pp -0.3 pp +1.3 pp
MCDONALD CAPITAL INVESTORS INC/CA CIK 0001033225 0.891 20 15.1 1.0% 4 -0.1 pp -0.2 pp -0.2 pp +1.0 pp
Marathon Asset Management Ltd CIK 0001861026 0.637 74 14.4 0.6% 4 -0.1 pp -0.2 pp -0.1 pp +0.6 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 14.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 14.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Partners Group Holding AG CIK 0001534259 0.621 52 13.7 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 13.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Korea Investment CORP CIK 0001441689 0.896 677 13.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 13.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
America First Investment Advisors, LLC CIK 0001308778 0.569 45 12.7 2.4% 4 -0.4 pp -2.3 pp -2.5 pp +2.4 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 12.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRUNI J V & CO /CO CIK 0001078841 0.604 33 12.2 1.3% 4 -0.1 pp -0.3 pp -0.4 pp +1.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 11.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Baskin Financial Services Inc. CIK 0001511098 0.683 54 11.5 0.9% 4 -0.1 pp -0.2 pp -0.2 pp +0.9 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 11.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 10.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Capital International Sarl CIK 0001065349 0.698 287 9.9 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 9.7 0.0% 4 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 9.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 9.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 9.4 0.0% 3 -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 9.3 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 9.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 9.0 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 8.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 8.8 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 8.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 8.6 1.7% 4 -0.1 pp -0.3 pp -0.7 pp +1.7 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 8.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 7.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Motley Fool Asset Management LLC CIK 0001512814 0.684 249 7.9 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 7.7 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
SUMMITRY LLC CIK 0001280043 0.623 340 7.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 7.2 1.1% 4 -0.2 pp -0.3 pp -0.2 pp +1.1 pp
Canoe Financial LP CIK 0001908219 0.716 110 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 7.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 7.0 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 7.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 6.4 0.1% 4 -0.2 pp -0.2 pp -0.3 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 6.2 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 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SKBA CAPITAL MANAGEMENT LLC CIK 0000932024 0.366 79 5.3 0.7% 4 -0.2 pp -0.1 pp -0.4 pp +0.7 pp
CAPITAL INTERNATIONAL LTD /CA/ CIK 0001065350 0.588 150 5.2 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 5.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 5.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Woodbridge CO LTD CIK 0001397960 0.000 48 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 4.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 4.4 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 4.4 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 4.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 4.1 2.1% 4 -0.5 pp -0.9 pp -1.2 pp +2.1 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 4.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 4.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 3.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 3.8 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 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 3.7 0.4% 4 -0.2 pp -0.4 pp -0.5 pp +0.4 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 3.6 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 3.6 0.2% 1 +0.2 pp +0.2 pp +0.0 pp +0.2 pp
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LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PenderFund Capital Management Ltd. CIK 0001706164 0.245 231 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 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
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 0.0 0.0% 0 -0.3 pp -0.5 pp -0.5 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 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
Malaga Cove Capital, LLC CIK 0001603001 0.210 185 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Kentucky Retirement Systems CIK 0001537783 0.036 505 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
St. Johns Investment Management Company, LLC CIK 0001605522 0.439 201 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CARDEROCK CAPITAL MANAGEMENT INC CIK 0001168889 0.312 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capula Management Ltd CIK 0001557017 0.914 303 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
PEAK6 LLC CIK 0001389958 0.149 850 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SYON CAPITAL LLC CIK 0001999353 0.453 949 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PDS Planning, Inc CIK 0000838618 0.712 609 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carmel Capital Partners, LLC CIK 0001900481 0.216 134 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA ADVISORS GROUP, INC. CIK 0001444949 0.078 117 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
QV Investors Inc. CIK 0001570253 0.548 68 0.0 0.0% 0 -1.1 pp -1.3 pp -1.9 pp +0.0 pp
DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Triasima Portfolio Management inc. CIK 0001938757 0.172 127 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Andra AP-fonden CIK 0001535452 0.620 393 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MUFG Securities EMEA plc CIK 0001597694 0.264 575 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MALTESE CAPITAL MANAGEMENT LLC CIK 0001040762 0.192 100 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 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
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Robbins Farley CIK 0001847820 0.257 157 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HughesLittle Investment Management Ltd. CIK 0002106035 0.914 13 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 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
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
EdgePoint Investment Group Inc. CIK 0001481669 0.920 39 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allie Family Office LLC CIK 0001908612 0.456 107 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Towne Trust Company, N.A CIK 0001102256 0.284 323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 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
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
Glenview Trust Co CIK 0001691827 0.856 500 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JACKSON SQUARE CAPITAL, LLC CIK 0001812178 0.313 138 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 BAM). Qtrs Held counts distinct quarters this fund has actually held BAM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BAM position size. Δ columns are the percentage-point change in BAM'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