Signals

← Signals

☆BATRK

386 in-universe funds with a nonzero position in BATRK within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24764
Score / z-0.538 / -0.66
Consensus139.03 over 232 funds
Momentumno 12m return

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
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 201.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 111.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Broad Bay Capital Management, LP CIK 0001759115 0.190 23 106.2 10.1% 5 -1.9 pp +0.1 pp -0.2 pp -1.2 pp
☆HAWK RIDGE CAPITAL MANAGEMENT LP CIK 0001609074 0.308 44 102.5 3.3% 5 -0.2 pp -1.6 pp -1.2 pp -1.2 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 86.9 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Sixth Street Partners Management Company, L.P. CIK 0001812095 0.000 3439 80.5 13.9% 3 +4.6 pp +10.9 pp +13.9 pp +13.9 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 66.4 0.4% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 65.8 0.6% 5 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 65.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 61.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 60.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ARISTEIA CAPITAL, L.L.C. CIK 0001080171 0.156 786 54.2 0.9% 5 -1.2 pp -1.5 pp -1.8 pp -2.1 pp
☆FIL Ltd CIK 0000318989 0.878 1140 51.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 50.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BREACH INLET CAPITAL MANAGEMENT, LLC CIK 0002009914 0.782 10 40.4 13.5% 5 +1.3 pp -0.8 pp -0.6 pp -1.5 pp
☆Harvey Partners, LLC CIK 0001406484 0.483 47 39.3 2.7% 5 -0.1 pp +0.1 pp -0.1 pp -0.6 pp
☆Tensile Capital Management LP CIK 0001598843 0.624 22 39.1 5.4% 5 +0.8 pp +1.6 pp +1.5 pp +1.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 34.9 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 32.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOUTHEASTERN ASSET MANAGEMENT INC/TN/ CIK 0000807985 0.803 47 31.4 1.6% 5 +0.2 pp +0.5 pp +0.2 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 31.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Irenic Capital Management LP CIK 0001929389 0.387 43 26.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp -1.9 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 25.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 25.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 23.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southpoint Capital Advisors LP CIK 0001319998 0.396 33 23.4 0.5% 5 -0.3 pp -0.1 pp +0.0 pp -0.3 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 21.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 21.6 0.0% 5 +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 21.0 0.0% 7 +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 19.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SHAPIRO CAPITAL MANAGEMENT LLC CIK 0001177244 0.524 50 18.7 1.1% 5 +0.0 pp -0.1 pp -0.5 pp -0.7 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 17.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DENDUR CAPITAL LP CIK 0001782124 0.601 23 16.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp -0.9 pp
☆River Road Asset Management, LLC CIK 0001341401 0.545 175 16.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 15.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEEDHAM INVESTMENT MANAGEMENT LLC CIK 0001167212 0.452 176 14.9 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Freshford Capital Management, LLC CIK 0001459270 0.282 22 13.1 4.5% 5 +0.4 pp -1.2 pp -0.2 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 12.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PARTHENON LLC CIK 0001088859 0.632 133 11.0 1.1% 5 +0.0 pp +0.2 pp +0.4 pp +0.3 pp
☆Bayberry Capital Partners LP CIK 0001771524 0.163 27 10.9 3.8% 5 -0.4 pp -0.7 pp -1.4 pp -2.9 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 10.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 10.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 10.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 9.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 9.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 9.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HBK INVESTMENTS L P CIK 0001011443 0.226 197 9.6 0.1% 3 +0.0 pp -0.1 pp +0.1 pp -0.6 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 8.8 1.2% 5 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 8.2 0.2% 5 +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 7.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.3 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 7.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 6.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 6.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VELA Investment Management, LLC CIK 0001895612 0.203 132 5.7 1.4% 5 +0.2 pp +0.4 pp +0.4 pp +0.3 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 5.7 0.0% 7 -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 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 5.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BISLETT MANAGEMENT, LLC CIK 0001425041 0.677 18 5.4 3.6% 5 +0.2 pp +0.5 pp +0.5 pp +0.3 pp
☆AWH Capital, L.P. CIK 0001682475 0.272 22 5.2 3.7% 5 -0.2 pp +0.0 pp -0.7 pp -1.8 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 5.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alta Fundamental Advisers LLC CIK 0001641604 0.647 23 5.2 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 4.7 1.4% 5 +0.1 pp +0.1 pp -0.0 pp -0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 4.5 0.0% 5 +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 4.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Numerai GP LLC CIK 0001668527 0.018 710 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INTREPID CAPITAL MANAGEMENT INC CIK 0001092838 0.287 109 3.9 1.4% 5 +0.1 pp +0.3 pp +0.2 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 3.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Tabor Asset Management, LP CIK 0001834780 0.069 46 3.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SCOPIA CAPITAL MANAGEMENT LP CIK 0001279150 0.249 19 3.5 3.2% 5 +0.8 pp +1.2 pp +1.4 pp +2.1 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 3.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOYAR ASSET MANAGEMENT INC. CIK 0001218254 0.333 77 3.1 1.8% 5 -0.1 pp +0.5 pp +0.4 pp +0.2 pp
☆Greenland Capital Management LP CIK 0001896430 0.029 237 3.0 0.6% 5 -0.0 pp +0.1 pp -0.0 pp -0.2 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABELLI & Co INVESTMENT ADVISERS, INC. CIK 0000932724 0.040 316 2.5 0.4% 5 -0.1 pp -0.4 pp -0.5 pp -0.5 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Michelson Medical Research Foundation, Inc. CIK 0001965304 0.241 21 2.3 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OP Asset Management Ltd CIK 0002097005 0.000 765 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbia Asset Management CIK 0001585047 0.434 168 2.1 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 2.1 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 2.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.8 0.0% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Buckland Partners Management Co LLC CIK 0002074628 0.215 97 1.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.5 0.0% 4 +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% 5 -0.2 pp +0.0 pp +0.2 pp -0.2 pp
☆WITTENBERG INVESTMENT MANAGEMENT, INC. CIK 0001697790 0.668 78 1.4 0.5% 5 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THIRD AVENUE MANAGEMENT LLC CIK 0001099281 0.473 55 1.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.3 0.0% 5 +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 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆State of Wyoming CIK 0001821626 0.105 1872 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Poehling Capital Management, INC. CIK 0001730815 0.228 166 1.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 1.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆S&CO INC CIK 0001082461 0.523 222 1.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆J.M. Arbour, LLC CIK 0002099154 0.056 132 1.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.9 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 0.9 0.2% 2 +0.0 pp +0.2 pp +0.0 pp -0.0 pp
☆Narwhal Capital Management CIK 0001461287 0.675 155 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 0.9 0.6% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.9 0.1% 5 -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 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.7 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 0.7 0.0% 5 +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 0.7 0.0% 5 +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 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WEIK CAPITAL MANAGEMENT CIK 0001278793 0.478 93 0.5 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
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☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Logan Stone Capital, LLC CIK 0001535521 0.058 155 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 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
☆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
☆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
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 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
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 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
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hall Kathryn A. CIK 0001512944 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Savoie Capital LLC CIK 0002001471 0.673 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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
☆HIGHBRIDGE CAPITAL MANAGEMENT LLC CIK 0000919185 0.000 411 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.7 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆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
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 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 +0.0 pp +0.0 pp -3.2 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 +0.0 pp -0.9 pp -0.8 pp -0.9 pp
☆CenterBook Partners LP CIK 0001872738 0.028 693 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
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 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
☆Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆BERKSHIRE HATHAWAY INC (BRK-A, BRK-B) CIK 0001067983 0.997 29 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 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
☆Pentwater Capital Management LP CIK 0001425851 0.745 59 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆BAYBAN CIK 0002110649 0.250 595 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 -0.3 pp -0.1 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
☆SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 0.0 0.0% 0 +0.0 pp -0.7 pp -0.8 pp -0.8 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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
☆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
☆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
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆ARS Investment Partners, LLC CIK 0000733020 0.452 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 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
☆KKM Financial LLC CIK 0002001943 0.086 169 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Cornerstone Investment Partners, LLC CIK 0001328062 0.683 312 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 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
☆MARK ASSET MANAGEMENT LP CIK 0000860176 0.617 31 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 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
☆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
☆Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Weiss Asset Management LP CIK 0001357550 0.000 613 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 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
☆JNE Partners LLP CIK 0001770120 0.852 6 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp -13.6 pp
☆Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 -0.5 pp -0.4 pp -0.2 pp -0.5 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 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
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 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
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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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