Signals

BEN

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

Flow ranking

Rank#163
Score / z1.173 / 1.66
Consensus202.19 over 361 funds
Momentumno 12m return

Price & positioning

226 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)
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
VANGUARD GROUP INC CIK 0000102909 0.000 0 886.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Power Corp of Canada CIK 0000801166 0.961 1 753.9 100.0% 3 +0.0 pp +0.0 pp +100.0 pp +100.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 709.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 502.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 260.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 241.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 192.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 169.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 150.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Azora Capital LP CIK 0001700272 0.093 47 138.5 8.7% 3 +5.2 pp +5.3 pp +8.7 pp +8.7 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 134.9 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 103.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 98.7 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
NORGES BANK CIK 0001374170 0.994 1617 98.2 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 93.3 0.0% 3 -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 89.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kopernik Global Investors, LLC CIK 0001599814 0.485 26 80.5 6.4% 3 +1.3 pp -1.0 pp +6.4 pp +6.4 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 75.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 52.2 0.7% 3 -0.0 pp -0.3 pp +0.7 pp +0.7 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 52.0 0.3% 3 +0.1 pp -0.1 pp +0.3 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 48.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 46.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 44.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 42.2 0.1% 3 +0.0 pp +0.0 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 40.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 39.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 38.8 0.1% 3 +0.0 pp -0.0 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 34.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 34.0 1.1% 3 -0.1 pp -0.3 pp +1.1 pp +1.1 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 31.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 30.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 29.7 0.0% 3 +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 29.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 28.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 27.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 26.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 25.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 24.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 23.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 23.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prana Capital Management, LP CIK 0001710951 0.303 118 21.6 0.8% 3 +0.1 pp +0.5 pp +0.8 pp +0.8 pp
Meiji Yasuda Asset Management Co Ltd. CIK 0001491685 0.417 596 20.5 1.0% 3 +0.1 pp -0.0 pp +1.0 pp +1.0 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 19.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 19.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 18.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 18.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 18.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 18.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 18.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 17.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 15.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 15.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 14.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 14.5 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
FOUNDATION RESOURCE MANAGEMENT INC CIK 0001179232 0.431 56 14.1 1.9% 3 -0.1 pp -0.3 pp +1.9 pp +1.9 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 14.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 13.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 13.1 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 12.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 12.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.2 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 10.3 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 9.6 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 9.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 8.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 8.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 8.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 8.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 8.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 7.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 7.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bastion Asset Management Inc. CIK 0001977794 0.007 54 7.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 7.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 7.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 7.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 7.0 0.3% 3 -0.0 pp -0.4 pp +0.3 pp +0.3 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 6.6 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 6.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dupree Financial Group, LLC CIK 0001989251 0.159 81 6.3 2.3% 3 -0.0 pp +1.0 pp +2.3 pp +2.3 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 6.1 0.4% 3 +0.3 pp +0.1 pp +0.4 pp +0.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 5.9 0.0% 1 +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 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 5.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 5.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altrius Capital Management Inc CIK 0001940646 0.194 89 5.5 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.4 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 5.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 5.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 5.3 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 5.1 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 4.7 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 4.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 4.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 4.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fire Capital Management LLC CIK 0002059571 0.277 122 4.1 2.1% 4 -0.2 pp -0.6 pp -0.4 pp +2.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 4.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 4.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 4.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Uncommon Cents Investing LLC CIK 0001729754 0.243 215 4.0 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 3.8 0.9% 3 -0.2 pp -0.3 pp +0.9 pp +0.9 pp
COMERICA BANK CIK 0000901541 0.812 3711 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 3.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 3.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gifford Fong Associates CIK 0001740316 0.472 124 3.4 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ally Financial Inc. (ALLY) CIK 0000040729 0.185 131 3.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Kinloch Capital, LLC CIK 0001818557 0.119 79 3.2 1.4% 3 -0.2 pp -0.4 pp +1.4 pp +1.4 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 3.1 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 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 3.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 2.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN FINANCIAL GROUP INC (AFG, AFGB, AFGC, AFGD, AFGE) CIK 0001042046 0.422 73 2.8 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Unison Advisors LLC CIK 0001695818 0.855 173 2.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
COMMERCE BANK CIK 0001009076 0.853 1332 2.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Keystone Financial Planning, Inc. CIK 0001596906 0.687 39 2.5 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 2.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.4 0.0% 3 -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 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 2.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 2.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 2.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 2.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LECAP ASSET MANAGEMENT LTD CIK 0001990849 0.000 254 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 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
Grassi Investment Management CIK 0001608531 0.717 128 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
KETTLE HILL CAPITAL MANAGEMENT, LLC CIK 0001387369 0.018 35 0.0 0.0% 0 -3.9 pp -2.8 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 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
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 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 BEN). Qtrs Held counts distinct quarters this fund has actually held BEN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BEN position size. Δ columns are the percentage-point change in BEN'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