Signals

BLK

2764 in-universe funds with a nonzero position in BLK within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1090
Score / z0.064 / 0.06
Consensus669.62 over 1348 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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

Negative / total0 / 2
FiledFormItems
2026-07-15 8-K 2.02, 7.01, 9.01
2026-06-30 8-K 8.01, 9.01
2026-05-22 8-K 5.07
2026-04-14 8-K 2.02, 7.01, 9.01
2026-04-03 8-K 1.01, 2.03, 9.01
2026-01-27 8-K 5.02, 9.01
2026-01-16 8-K 5.02, 9.01
2026-01-15 8-K 2.02, 7.01, 9.01
2025-10-14 8-K 2.02, 7.01, 9.01

Ownership

13D / 13G / dilution0 / 0 / 0

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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 9,747.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 8,923.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 6,168.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 4,995.5 13.7% 5 -3.6 pp -3.9 pp -7.0 pp -7.0 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 4,409.1 0.3% 6 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 4,322.3 0.7% 5 +0.1 pp +0.5 pp +0.6 pp +0.7 pp
Capital Research Global Investors CIK 0001422848 0.983 426 4,286.8 0.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 3,489.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 3,353.4 0.2% 7 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 3,143.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
NORGES BANK CIK 0001374170 0.994 1617 2,722.7 0.3% 1 +0.3 pp -0.0 pp +0.3 pp -0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,408.7 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Capital International Investors CIK 0001562230 0.968 446 1,467.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,441.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
FMR LLC CIK 0000315066 0.989 5571 1,374.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,349.3 0.4% 5 -0.2 pp -0.3 pp -0.4 pp -0.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1,331.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1,325.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,278.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1,225.1 0.3% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,143.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,106.0 0.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1,055.0 0.6% 5 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 919.1 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Unisphere Establishment CIK 0002012090 0.867 56 880.3 7.5% 5 +0.1 pp +0.9 pp -0.0 pp +0.5 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 807.0 0.2% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 800.4 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 796.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 776.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Capital World Investors CIK 0001422849 0.974 637 754.3 0.1% 5 -0.0 pp -0.1 pp -0.5 pp -0.5 pp
Nuveen, LLC CIK 0001871926 0.966 3735 733.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 632.0 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 600.0 1.4% 5 -0.2 pp -0.2 pp -0.3 pp -0.2 pp
Amundi CIK 0001330387 0.000 1 597.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 586.8 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
ValueAct Holdings, L.P. CIK 0001418814 0.936 18 559.3 9.9% 3 +0.7 pp -0.7 pp +9.9 pp +9.9 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 514.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 497.1 0.4% 6 +0.2 pp -0.2 pp -0.8 pp -0.5 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 476.2 0.3% 5 -0.1 pp -0.1 pp -0.0 pp +0.3 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 466.7 0.4% 5 +0.2 pp +0.3 pp +0.3 pp +0.2 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 445.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 413.2 0.1% 7 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 407.5 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 368.4 2.1% 5 -0.2 pp -0.5 pp -0.7 pp -0.5 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 357.2 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 356.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 354.8 0.2% 4 +0.2 pp +0.0 pp +0.1 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 348.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
FIL Ltd CIK 0000318989 0.878 1140 344.5 0.2% 5 -0.1 pp -0.3 pp -0.6 pp -0.6 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 322.1 0.6% 5 +0.2 pp +0.5 pp +0.6 pp +0.6 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 319.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
National Pension Service CIK 0001608046 0.956 552 315.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 312.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 306.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 303.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 297.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 296.1 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 295.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 291.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 286.3 0.1% 7 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Haverford Trust Co CIK 0000842941 0.805 424 264.5 2.3% 5 -0.4 pp -0.6 pp -0.9 pp -0.8 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 262.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 256.9 0.1% 6 -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 238.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 237.1 16.2% 5 -2.0 pp -3.5 pp -5.9 pp +16.1 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 234.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sarasin & Partners LLP CIK 0001510481 0.875 94 230.7 2.7% 5 -0.1 pp -0.1 pp +0.1 pp +0.4 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 230.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 229.1 0.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 228.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 226.6 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Prana Capital Management, LP CIK 0001710951 0.303 118 217.1 6.6% 5 -0.5 pp -2.4 pp -2.1 pp -1.0 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 211.7 1.6% 5 -0.2 pp -0.3 pp -0.5 pp -0.3 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 210.4 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 205.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SAMLYN CAPITAL, LLC CIK 0001421097 0.327 77 201.2 3.3% 2 +0.8 pp +3.3 pp +3.3 pp +3.3 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 190.8 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 188.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Guinness Asset Management LTD CIK 0001409661 0.807 141 178.9 3.0% 5 -0.2 pp -0.7 pp -1.0 pp -1.9 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 178.4 0.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.2 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 172.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 172.6 0.3% 3 +0.2 pp -0.0 pp +0.3 pp +0.3 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 172.3 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 168.5 0.1% 5 +0.0 pp -0.0 pp -0.2 pp -0.4 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 167.3 0.2% 5 +0.0 pp -0.0 pp +0.2 pp +0.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 166.5 0.2% 7 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 163.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 158.7 1.2% 5 -0.1 pp -0.2 pp -0.3 pp -0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 150.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 140.3 0.2% 6 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 139.2 0.4% 1 +0.4 pp +0.4 pp -0.2 pp -0.2 pp
Junto Capital Management LP CIK 0001595880 0.030 80 136.4 2.5% 1 +2.5 pp -3.1 pp +2.5 pp +0.5 pp
Mariner, LLC CIK 0001373442 0.925 3517 134.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 132.4 0.9% 5 -0.1 pp -0.2 pp -0.4 pp -0.4 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 128.6 0.1% 3 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 126.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 124.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 123.1 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 121.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 120.0 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 118.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 117.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 116.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 115.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 114.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 114.0 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
CINCINNATI INSURANCE CO CIK 0001279885 0.842 64 111.3 1.6% 5 -0.1 pp -0.3 pp -0.5 pp -0.4 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 108.8 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 108.1 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
CapitalatWork S.A. CIK 0002135126 0.670 93 107.2 2.7% 1 +2.7 pp -0.8 pp -1.0 pp -0.9 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 105.9 0.5% 3 +0.2 pp +0.1 pp +0.5 pp +0.5 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 104.8 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 101.7 1.4% 5 -0.2 pp -0.3 pp -0.4 pp -0.4 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 99.6 0.1% 5 -0.2 pp +0.0 pp -0.0 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 99.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 98.7 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 98.4 1.3% 5 -0.2 pp -0.4 pp +0.5 pp -0.2 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 97.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 97.4 0.4% 7 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 96.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 93.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 91.1 0.1% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 91.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 88.3 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
Woodline Partners LP CIK 0001784547 0.424 1011 86.6 0.3% 5 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 82.8 0.4% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
Swedbank AB CIK 0000946431 0.941 696 82.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 81.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 81.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 80.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 78.4 0.2% 7 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 76.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 76.0 0.1% 6 -0.0 pp -0.2 pp -0.1 pp -0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 75.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 75.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 74.9 0.9% 5 -0.1 pp -0.2 pp -0.4 pp -0.3 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 74.7 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 74.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp -0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 73.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 72.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 71.8 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 71.7 0.5% 1 +0.5 pp +0.5 pp +0.0 pp +0.5 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 71.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 8.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.4 pp
ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 8.7 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Munich Reinsurance Co Stock Corp in Munich CIK 0002090208 0.476 164 8.7 0.2% 3 +0.2 pp -0.1 pp +0.2 pp +0.2 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 8.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 8.6 0.4% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Kera Capital Partners, Inc. CIK 0002040353 0.311 629 8.6 0.8% 5 -0.1 pp -0.2 pp -0.0 pp -0.1 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 8.6 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 8.5 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 8.5 0.5% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 8.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 8.4 1.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 8.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 8.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 8.4 0.0% 5 -0.0 pp -0.0 pp -0.2 pp -0.0 pp
Private Capital Advisors, Inc. CIK 0001350780 0.792 76 8.4 0.7% 5 -0.2 pp -0.3 pp -0.5 pp -0.5 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 8.3 0.5% 5 -0.3 pp -0.4 pp -0.5 pp -0.5 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 8.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 8.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 8.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 8.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 8.1 1.3% 5 -0.2 pp -0.3 pp -0.4 pp -0.4 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 8.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 8.1 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Cypress Capital Group CIK 0001341748 0.370 314 8.0 0.8% 5 -0.1 pp -0.2 pp -0.4 pp -0.3 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 8.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Aviance Capital Partners, LLC CIK 0001542383 0.490 388 7.9 0.8% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 7.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 7.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 7.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
Fideuram Asset Management (Ireland) dac CIK 0002109923 0.020 738 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
American Money Management, LLC CIK 0001600085 0.432 174 7.7 1.1% 5 -0.1 pp -0.3 pp -0.4 pp -0.3 pp
Sara-Bay Financial CIK 0001816444 0.680 87 7.7 2.0% 4 -0.3 pp -0.5 pp -0.5 pp +2.0 pp
HARTFORD INVESTMENT MANAGEMENT CO CIK 0000922439 0.685 496 7.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 7.7 2.2% 5 -0.2 pp -0.3 pp -0.6 pp -0.5 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 7.6 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Pegasus Asset Management, Inc. CIK 0001729049 0.456 75 7.6 2.2% 5 -0.2 pp -0.4 pp -0.7 pp -0.6 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 7.5 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 7.5 1.5% 5 -0.2 pp -0.3 pp -0.7 pp -0.7 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 7.3 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 7.3 1.1% 5 +0.1 pp +0.3 pp +0.2 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 7.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 7.2 0.4% 5 -0.1 pp -0.1 pp -0.6 pp -0.4 pp
M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 7.1 1.2% 5 -0.1 pp -0.2 pp -0.4 pp -0.5 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 7.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 7.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 7.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 7.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 6.9 1.3% 5 -0.2 pp -0.3 pp -0.5 pp -0.4 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 6.9 0.1% 5 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 6.9 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
NEW MEXICO EDUCATIONAL RETIREMENT BOARD CIK 0000862469 0.617 908 6.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 6.9 0.7% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 6.9 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 6.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
MidFirst Bank CIK 0002077076 0.526 943 6.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 6.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 6.8 0.8% 5 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
Kintegral Advisory, LLC CIK 0001569518 0.527 234 6.8 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 6.8 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 6.8 0.9% 4 -0.2 pp -0.2 pp -0.3 pp +0.9 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 6.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS CIK 872786 0.647 329 6.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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AMICA MUTUAL INSURANCE CO CIK 0000857508 0.683 142 6.7 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 6.7 0.0% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
AXQ CAPITAL, LP CIK 0001916908 0.003 960 6.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Baldwin Investment Management, LLC CIK 0001346378 0.670 231 6.6 0.6% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 6.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 6.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 6.5 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
GRAYBILL WEALTH MANAGEMENT, LTD. CIK 0001252007 0.342 82 6.5 1.8% 5 -0.2 pp -0.3 pp -0.5 pp -0.5 pp
Virtu Financial LLC CIK 0001533964 0.177 1548 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 6.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hamilton Capital Partners Inc. CIK 2141005 0.591 214 6.3 0.2% 7 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
AG2R LA MONDIALE GESTION D'ACTIFS CIK 0002047606 0.632 342 6.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 6.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
MUFG Securities EMEA plc CIK 0001597694 0.264 575 6.2 0.1% 3 -0.2 pp -0.0 pp +0.1 pp +0.1 pp
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TrinityBridge Ltd CIK 0001718570 0.840 269 6.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 6.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Dakota Wealth Management CIK 0001631353 0.544 771 6.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 6.1 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 6.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Titan Investment Solutions Ltd CIK 0002103356 0.362 60 6.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 6.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Rossmore Private Capital CIK 0001733082 0.520 340 6.0 0.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
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Texas Yale Capital Corp. CIK 0001332342 0.882 512 5.9 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 5.9 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Sandhill Capital Partners LLC CIK 0001556245 0.418 98 5.8 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Cumberland Partners Ltd CIK 0001578985 0.443 153 5.8 0.4% 5 +0.1 pp +0.0 pp -0.1 pp +0.0 pp
RBF Capital, LLC CIK 0001134621 0.512 506 5.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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CHOREO, LLC CIK 0001679031 0.797 1690 5.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 5.6 0.9% 5 -0.2 pp -0.3 pp -0.5 pp -0.1 pp
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Mirador Capital Partners LP CIK 0001633446 0.360 216 5.4 0.7% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
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ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 5.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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Global Retirement Partners, LLC CIK 0001749744 0.465 4501 5.3 0.1% 1 +0.1 pp -0.0 pp -0.1 pp +0.1 pp
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Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 5.0 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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CW Advisors, LLC CIK 0001904976 0.000 0 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 -0.1 pp
Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Pensionfund Sabic CIK 0001637246 0.346 76 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp -0.6 pp
MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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 -0.1 pp
Keeler Thomas Management LLC CIK 0001730660 0.089 135 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lafayette Investments, Inc. CIK 0001308377 0.521 162 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BIRINYI ASSOCIATES INC CIK 0001079738 0.758 61 0.0 0.0% 0 +0.0 pp -0.7 pp -1.2 pp +0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
TRIGLAV INVESTMENTS, D.O.O. CIK 0002056690 0.497 184 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Family CFO Inc CIK 0001911695 0.752 47 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
STONEBRIDGE CAPITAL MANAGEMENT INC CIK 0000051812 0.150 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Hemenway Trust Co LLC CIK 0001494234 0.632 135 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Covenant Partners, LLC CIK 0001302739 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 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
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp -0.7 pp
Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Teza Capital Management LLC CIK 0001655789 0.000 119 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Slow Capital, Inc. CIK 0001716984 0.459 111 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 0.0 0.0% 0 -0.8 pp -0.9 pp -1.1 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Square, LLC CIK 0001798736 0.168 241 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
Linden Thomas Advisory Services, LLC CIK 0001965702 0.218 542 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 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 -0.1 pp
Third View Private Wealth, LLC CIK 0002083406 0.418 288 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elevation Wealth Management LLC CIK 0002093518 0.167 145 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
COMPASS CAPITAL MANAGEMENT, INC CIK 0001002152 0.556 91 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Generate Investment Management Ltd CIK 0002025905 0.321 90 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.2 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
Eisler Capital Management Ltd. CIK 0002055810 0.000 376 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Miller Investment Management, LP CIK 0001407382 0.863 83 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp -0.4 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
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
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
BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.0 0.0% 0 -0.3 pp -0.8 pp +0.0 pp -0.8 pp
WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp -0.5 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
SOL Capital Management CO CIK 0001339270 0.000 0 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
RDA Financial Network CIK 0001774086 0.257 284 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 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 +0.0 pp -1.1 pp -0.7 pp
ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.021 253 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.784 288 0.0 0.0% 0 +0.0 pp -0.0 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
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Lindenwold Advisors, INC CIK 0001874374 0.317 110 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.1 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -1.1 pp -1.2 pp -1.3 pp -1.3 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Estabrook Capital Management CIK 0001344717 0.502 344 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Park Capital Management, LLC / WI CIK 0001998000 0.000 161 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 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
Enclave Advisors LLC CIK 0001836110 0.562 127 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.2 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tenere Capital LLC CIK 0001849517 0.034 23 0.0 0.0% 0 -4.6 pp -7.2 pp -5.8 pp -5.6 pp
CRITERIA CAIXA, S.A.U. CIK 0002018922 0.000 2 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.0 pp
Bramshill Investments, LLC CIK 0001619899 0.793 157 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.8 pp -0.1 pp -0.2 pp -0.8 pp
SRN Advisors, LLC CIK 0001872370 0.066 98 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
Bellevue Group AG CIK 0001674546 0.451 148 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Greystone Financial Group, LLC CIK 0001845302 0.170 74 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 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 -0.1 pp -0.1 pp
Sterling Financial Group, Inc. CIK 0001991301 0.607 73 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -0.0 pp
WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Nelson Capital Management, LLC CIK 0001512611 0.806 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Palouse Capital Management, Inc. CIK 0001056516 0.080 124 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -2.7 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.6 pp
ABNER HERRMAN & BROCK LLC CIK 0001038661 0.450 111 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 BLK). Qtrs Held counts distinct quarters this fund has actually held BLK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BLK position size. Δ columns are the percentage-point change in BLK'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