Signals

BR

1347 in-universe funds with a nonzero position in BR within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#2955
Score / z0.000 / -0.02
Consensus368.13 over 679 funds
Momentumnot computed

Price & positioning

226 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 / 1
FiledFormItems
2026-08-04 8-K 2.02, 8.01
2026-06-10 8-K 5.02, 9.01
2026-05-21 8-K 8.01, 9.01
2026-05-15 8-K 1.01, 2.03, 8.01, 9.01
2026-05-06 8-K 1.01, 8.01, 9.01
2026-05-06 8-K 7.01, 9.01
2026-04-30 8-K 2.02, 9.01
2026-03-06 8-K 8.01, 9.01
2026-02-09 8-K 7.01, 9.01
2026-02-03 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 2
FiledFormFiler
2026-05-06 424B5 BROADRIDGE FINANCIAL SOLUTIONS
2026-05-04 424B5 BROADRIDGE FINANCIAL SOLUTIONS
2021-05-07 424B5 BROADRIDGE FINANCIAL SOLUTIONS
2021-05-06 424B5 BROADRIDGE FINANCIAL SOLUTIONS

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 1,788.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 900.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 828.7 0.3% 4 +0.0 pp -0.0 pp +0.2 pp +0.3 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 561.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 548.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 403.6 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 341.0 0.1% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 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 329.2 0.0% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 328.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 304.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 291.7 0.0% 4 -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 270.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 263.2 0.1% 4 +0.1 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 232.0 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 173.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 172.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Navera Investment Management Ltd. CIK 0001842702 0.766 56 169.8 4.3% 4 -0.8 pp -0.7 pp -0.6 pp +4.3 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 167.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 165.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 160.0 0.1% 4 -0.2 pp -0.2 pp -0.2 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 155.0 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
JENSEN INVESTMENT MANAGEMENT INC CIK 0001106129 0.771 83 139.0 2.7% 4 +0.0 pp -0.5 pp -1.0 pp +2.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 133.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 131.8 0.0% 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 129.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 120.3 0.6% 4 -0.7 pp -0.8 pp -0.9 pp +0.6 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 113.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 112.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 111.9 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 109.4 0.3% 4 -0.1 pp -0.5 pp -0.7 pp +0.3 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 109.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 98.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 92.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 92.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 86.8 1.3% 4 -0.5 pp -0.6 pp -0.7 pp +1.3 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 84.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 83.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 73.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 69.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rathbones Group PLC CIK 0001351991 0.902 665 65.4 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 64.8 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 63.0 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 62.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 62.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 61.9 0.2% 4 -0.3 pp -0.3 pp -0.4 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 60.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 58.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 57.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 56.5 1.3% 4 -0.2 pp -0.3 pp -0.3 pp +1.3 pp
Swiss National Bank CIK 0001582202 0.961 2301 55.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 53.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.505 138 51.3 1.8% 4 -0.1 pp -0.2 pp -0.2 pp +1.8 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 48.4 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
Capital International Investors CIK 0001562230 0.968 446 48.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 45.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 44.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 44.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 42.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 42.1 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 41.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 41.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 41.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 39.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vinva Investment Management Ltd CIK 0001968109 0.574 468 39.5 0.5% 4 +0.5 pp +0.4 pp +0.5 pp +0.5 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 39.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 39.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 38.2 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 37.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 37.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 37.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
National Pension Service CIK 0001608046 0.956 552 35.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 32.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 31.5 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Tandem Investment Advisors, Inc. CIK 0001694284 0.539 68 30.1 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 29.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 27.5 0.3% 4 -0.2 pp -0.2 pp -0.3 pp +0.3 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 27.3 0.8% 4 -0.3 pp -0.4 pp -0.4 pp +0.8 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 26.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 26.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 26.5 0.3% 1 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 26.1 0.2% 4 -0.0 pp -0.2 pp -0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 26.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 26.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 25.9 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 25.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 24.4 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 23.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 23.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 22.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 22.6 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 22.5 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 21.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 19.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NATIXIS CIK 0001274981 0.561 1107 19.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 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 19.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 18.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 18.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 18.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 18.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 18.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 18.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Korea Investment CORP CIK 0001441689 0.896 677 17.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bath Savings Trust Co CIK 0001384943 0.576 177 17.4 1.9% 4 -0.6 pp -0.8 pp -0.9 pp +1.9 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 17.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 16.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 16.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 16.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 16.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 15.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 14.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 14.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Distillate Capital Partners LLC CIK 0001741001 0.168 118 14.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 14.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 14.2 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Andra AP-fonden CIK 0001535452 0.270 396 14.1 0.2% 4 -0.0 pp +0.1 pp -0.1 pp +0.2 pp
WENDELL DAVID ASSOCIATES INC CIK 0000878228 0.635 155 14.1 1.5% 4 -0.7 pp -0.8 pp -0.9 pp +1.5 pp
EULAV Asset Management CIK 0001540826 0.373 152 14.0 0.4% 3 -0.1 pp +0.3 pp +0.4 pp +0.4 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 13.7 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND CIK 0001540880 0.830 525 13.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 13.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 13.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 13.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 13.3 0.7% 4 -0.3 pp -0.4 pp -0.5 pp +0.7 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 13.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 12.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 12.7 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 12.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 12.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Running Oak Capital LLC CIK 0001803994 0.162 59 12.5 1.7% 4 -0.2 pp -0.1 pp -0.2 pp +1.7 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 12.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Hendershot Investments Inc. CIK 0001541496 0.645 134 11.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 11.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 11.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 11.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 11.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 11.1 0.3% 4 -0.1 pp -0.2 pp -0.1 pp +0.3 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 11.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 10.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 10.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 10.5 0.0% 2 -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 10.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 10.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MCRAE CAPITAL MANAGEMENT INC CIK 0000320376 0.390 112 10.2 2.1% 4 -0.4 pp -0.6 pp -0.8 pp +2.1 pp
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TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 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 -0.1 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
SRN Advisors, LLC CIK 0001872370 0.066 98 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
Counterpoint Mutual Funds LLC CIK 0001698461 0.000 295 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp +0.0 pp
PDS Planning, Inc CIK 0000838618 0.712 609 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Trinity Financial Advisors LLC CIK 0001809574 0.677 95 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Second Half Financial Partners, LLC CIK 0001946654 0.633 109 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.1 pp -0.9 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
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
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
AMI ASSET MANAGEMENT CORP CIK 0001369702 0.566 99 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AG2R LA MONDIALE GESTION D'ACTIFS CIK 0002047606 0.632 342 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
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
Essex Bank CIK 0001752212 0.260 318 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 -0.1 pp -0.1 pp +0.0 pp
Petrus Trust Company, LTA CIK 0001473429 0.706 27 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Keystone Financial Services CIK 0001865158 0.422 131 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CIGNA INVESTMENTS INC /NEW CIK 0000049969 0.416 480 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 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 BR). Qtrs Held counts distinct quarters this fund has actually held BR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BR position size. Δ columns are the percentage-point change in BR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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