Signals

BDC

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

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-11 8-K Item(s) 9.01
2026-07-30 8-K Item(s) 2.02, 9.01
2026-07-01 8-K Item(s) 1.01, 2.01, 2.03, 9.01
2026-05-26 8-K Item(s) 5.07
2026-04-30 8-K Item(s) 2.02, 9.01
2026-04-30 8-K Item(s) 1.01, 8.01, 9.01
2026-02-12 8-K Item(s) 2.02, 9.01
2026-01-28 8-K Item(s) 1.01, 2.03, 9.01
2026-01-13 8-K Item(s) 8.01, 9.01
2026-01-06 8-K Item(s) 5.02
2016-07-20 Ownership Dilution filing by BELDEN INC. (424B5)

Flow ranking

Rank#1249
Score / z0.038 / 0.03
Consensus134.52 over 226 funds
Momentum-0.37 ≠

Price & positioning

225 cached closes, trailing year
Drawdown-20%
Short interest-7% / 3.8d

Forensics

Clean as of 2026Q2
Accrual ratio-0.017
F-score
M-score
Net issuance-86.6%

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 3
FiledFormItems
2026-09-11 8-K/A 9.01
2026-07-30 8-K 2.02, 9.01
2026-07-01 8-K 1.01, 2.01, 2.03, 9.01
2026-05-26 8-K 5.07
2026-04-30 8-K 2.02, 9.01
2026-04-30 8-K 1.01, 8.01, 9.01
2026-02-12 8-K 2.02, 9.01
2026-01-28 8-K 1.01, 2.03, 9.01
2026-01-13 8-K 8.01, 9.01
2026-01-06 8-K 5.02
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2016-07-20 424B5 BELDEN INC.

LLM reads

Ticker EvalImproving
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 616.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 485.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 330.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 210.3 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 180.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 171.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 141.0 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 135.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 127.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 101.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Channing Capital Management, LLC CIK 0001302404 0.414 106 91.1 2.1% 2 +0.0 pp +2.1 pp +0.8 pp +0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 77.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 65.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 63.6 0.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 60.0 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 59.9 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 59.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 52.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 51.1 0.0% 2 +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 49.8 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 46.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Boston Partners CIK 0001386060 0.833 802 46.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Newport Trust Company, LLC CIK 0001722329 0.972 63 42.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 38.9 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 37.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 35.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 33.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 32.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 32.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 28.8 0.3% 5 -0.3 pp -0.3 pp -0.2 pp -0.2 pp
WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 28.7 1.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 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 27.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 27.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 27.0 0.0% 2 +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 26.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 25.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 24.9 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 23.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 21.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 21.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IES Holdings, Inc. (IESC) CIK 0001048268 0.322 17 21.0 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 20.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aristotle Capital Boston, LLC CIK 0001633911 0.326 119 19.0 1.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.6 pp
Leeward Investments, LLC - MA CIK 0001923173 0.390 140 18.5 0.8% 5 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 18.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 17.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kerrisdale Advisers, LLC CIK 0001569688 0.050 114 17.1 4.3% 2 +3.9 pp +4.3 pp +4.3 pp +4.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 17.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 15.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 14.9 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 14.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 14.3 0.4% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 14.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Daventry Group, LP CIK 0001823718 0.320 11 13.1 9.9% 3 -0.8 pp +2.6 pp +9.9 pp +9.9 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 13.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 10.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 10.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 10.2 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 10.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 9.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 9.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 8.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 8.1 0.3% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 7.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Pier Capital, LLC CIK 0001310051 0.081 129 7.6 1.0% 3 -0.2 pp -0.2 pp +1.0 pp +1.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 7.3 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 7.2 0.0% 5 -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 6.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 6.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 6.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 6.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 6.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Emerald Investment Advisers, LLC CIK 0002127823 0.287 268 6.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 5.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 5.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
De Lisle Partners LLP CIK 0002011184 0.284 178 5.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CONGRUENCE CAPITAL, LLC CIK 0002085569 0.177 28 4.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 4.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 4.4 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 4.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.3 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 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% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 4.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventail Capital Group, LP CIK 0001803822 0.064 155 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Livforsakringsbolaget Skandia, Omsesidigt CIK 0001547926 0.561 444 3.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Phocas Financial Corp. CIK 0001356783 0.164 153 3.5 0.5% 5 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 3.3 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 3.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 3.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Inspire Investing, LLC CIK 0001670139 0.034 1266 2.9 0.1% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 2.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 2.6 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 2.6 0.5% 5 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 2.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 2.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 2.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 2.0 0.0% 5 -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 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riverwater Partners LLC CIK 0001882572 0.130 209 1.9 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 1.8 0.0% 1 +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
ALPS ADVISORS INC CIK 0001376113 0.942 1170 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.8 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 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Polaris Capital Management, LLC CIK 0001316926 0.455 84 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.5 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 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 1.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hodges Capital Management Inc. CIK 0001337263 0.208 223 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IRONWOOD INVESTMENT MANAGEMENT LLC CIK 0001127761 0.210 177 1.4 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 1.4 0.0% 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 1.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 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
NOVEM GROUP CIK 0001926783 0.247 437 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 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 -0.1 pp -0.1 pp
Ethic Inc. CIK 0001780570 0.636 1358 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 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
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 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
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 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
Granite Investment Partners, LLC CIK 0001542266 0.322 277 0.0 0.0% 0 -0.5 pp -0.5 pp -0.7 pp -0.9 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 BDC). Qtrs Held counts distinct quarters this fund has actually held BDC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BDC position size. Δ columns are the percentage-point change in BDC'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