Signals

← Signals

☆BATRK

315 in-universe funds with a nonzero position in BATRK within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#632
Score / z0.220 / 0.30
Consensus96.18 over 167 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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)
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Fund Positions
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Quarters Held
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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 136.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 110.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HAWK RIDGE CAPITAL MANAGEMENT LP CIK 0001609074 0.308 44 105.0 4.8% 3 +0.3 pp +0.4 pp +4.8 pp +4.8 pp
☆Broad Bay Capital Management, LP CIK 0001759115 0.190 23 86.9 9.9% 3 -0.3 pp -1.3 pp +9.9 pp +9.9 pp
☆ARISTEIA CAPITAL, L.L.C. CIK 0001080171 0.156 786 81.0 2.3% 3 -0.3 pp -0.7 pp +2.3 pp +2.3 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 67.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 55.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 54.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 42.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 41.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 40.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 36.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 33.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BREACH INLET CAPITAL MANAGEMENT, LLC CIK 0002009914 0.782 10 30.2 14.2% 3 +0.2 pp -0.8 pp +14.2 pp +14.2 pp
☆Tensile Capital Management LP CIK 0001598843 0.624 22 29.7 3.9% 3 -0.1 pp -0.4 pp +3.9 pp +3.9 pp
☆Sixth Street Partners Management Company, L.P. CIK 0001812095 0.000 3439 29.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 29.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Harvey Partners, LLC CIK 0001406484 0.483 47 29.3 2.6% 3 -0.2 pp -0.7 pp +2.6 pp +2.6 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 29.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Southpoint Capital Advisors LP CIK 0001319998 0.396 33 27.6 0.6% 3 +0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆SOUTHEASTERN ASSET MANAGEMENT INC/TN/ CIK 0000807985 0.803 47 26.5 1.2% 3 -0.2 pp -0.4 pp +1.2 pp +1.2 pp
☆SHAPIRO CAPITAL MANAGEMENT LLC CIK 0001177244 0.524 50 22.7 1.2% 3 -0.4 pp -0.7 pp +1.2 pp +1.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 21.4 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 19.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 19.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 18.4 0.0% 3 -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 18.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HIGHBRIDGE CAPITAL MANAGEMENT LLC CIK 0000919185 0.000 411 16.8 0.8% 3 -0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆HBK INVESTMENTS L P CIK 0001011443 0.226 197 16.5 0.2% 1 +0.2 pp -0.6 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 16.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Freshford Capital Management, LLC CIK 0001459270 0.282 22 14.2 5.7% 3 +1.0 pp +1.2 pp +5.7 pp +5.7 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 13.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bayberry Capital Partners LP CIK 0001771524 0.163 27 13.8 4.4% 3 -0.7 pp -2.2 pp +4.4 pp +4.4 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 12.8 0.0% 3 -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 11.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 10.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 9.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 9.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SCOPIA CAPITAL MANAGEMENT LP CIK 0001279150 0.249 19 9.4 2.0% 3 +0.2 pp +0.9 pp +2.0 pp +2.0 pp
☆PARTHENON LLC CIK 0001088859 0.632 133 8.8 1.0% 3 +0.2 pp +0.1 pp +1.0 pp +1.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 8.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆River Road Asset Management, LLC CIK 0001341401 0.545 175 8.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 7.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 7.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 6.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 6.3 1.1% 3 -0.0 pp -0.3 pp +1.1 pp +1.1 pp
☆Cinctive Capital Management LP CIK 0001787258 0.000 400 6.2 0.4% 3 +0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 5.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GABELLI & Co INVESTMENT ADVISERS, INC. CIK 0000932724 0.040 316 4.8 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆BERKSHIRE HATHAWAY INC (BRK-A, BRK-B) CIK 0001067983 0.997 29 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NEEDHAM INVESTMENT MANAGEMENT LLC CIK 0001167212 0.452 176 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BISLETT MANAGEMENT, LLC CIK 0001425041 0.677 18 4.1 3.1% 3 -0.0 pp -0.2 pp +3.1 pp +3.1 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 4.1 1.2% 3 -0.1 pp -0.4 pp +1.2 pp +1.2 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AWH Capital, L.P. CIK 0001682475 0.272 22 4.0 3.7% 3 -0.7 pp -1.8 pp +3.7 pp +3.7 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pentwater Capital Management LP CIK 0001425851 0.745 59 3.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VELA Investment Management, LLC CIK 0001895612 0.203 132 3.5 0.9% 3 +0.0 pp -0.2 pp +0.9 pp +0.9 pp
☆Greenland Capital Management LP CIK 0001896430 0.029 237 3.4 0.5% 3 -0.1 pp -0.3 pp +0.5 pp +0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 3.1 0.0% 3 -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 3.0 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 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 3.0 0.2% 3 +0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆INTREPID CAPITAL MANAGEMENT INC CIK 0001092838 0.287 109 2.9 1.1% 3 -0.1 pp -0.3 pp +1.1 pp +1.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 2.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOYAR ASSET MANAGEMENT INC. CIK 0001218254 0.333 77 2.0 1.3% 3 -0.1 pp -0.3 pp +1.3 pp +1.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbia Asset Management CIK 0001585047 0.434 168 1.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DELPHI MANAGEMENT INC /MA/ CIK 0000767684 0.083 83 1.4 1.4% 3 +0.2 pp -0.2 pp +1.4 pp +1.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WITTENBERG INVESTMENT MANAGEMENT, INC. CIK 0001697790 0.668 78 1.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THIRD AVENUE MANAGEMENT LLC CIK 0001099281 0.473 55 1.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆State of Wyoming CIK 0001821626 0.105 1872 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆S&CO INC CIK 0001082461 0.523 222 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CenterBook Partners LP CIK 0001872738 0.028 693 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Narwhal Capital Management CIK 0001461287 0.675 155 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.6 0.9% 3 +0.1 pp -0.0 pp +0.9 pp +0.9 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.5 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 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 0.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.5 0.0% 3 -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 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ionic Capital Management LLC CIK 0001386462 0.013 103 0.4 0.4% 3 -0.2 pp -0.3 pp +0.4 pp +0.4 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEIK CAPITAL MANAGEMENT CIK 0001278793 0.478 93 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Bank & Trust CIK 0001692632 0.535 270 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.2 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 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
☆Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Indaba Capital Management, L.P. CIK 0001524362 0.000 0 0.0 0.0% 0 +0.0 pp -3.2 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
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JNE Partners LLP CIK 0001770120 0.852 6 0.0 0.0% 0 -2.1 pp -13.6 pp +0.0 pp +0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 -0.5 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
☆Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 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 +0.0 pp +0.0 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
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 BATRK). Qtrs Held counts distinct quarters this fund has actually held BATRK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BATRK position size. Δ columns are the percentage-point change in BATRK's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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