Signals

BRKB

4763 in-universe funds with a nonzero position in BRKB within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#23011
Score / z-17.112 / -24.35
Consensus1219.84 over 2506 funds
Momentumno 12m return

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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 78,967.9 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 60,918.0 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 37,158.4 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 20,063.3 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 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 13,209.7 0.8% 5 -0.0 pp -0.1 pp -0.3 pp -0.1 pp
GATES FOUNDATION TRUST CIK 0001166559 0.991 24 9,754.8 27.6% 3 -2.3 pp +3.1 pp +27.6 pp +27.6 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 7,805.3 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 6,475.9 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5,613.5 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 5,551.3 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4,809.8 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4,780.9 0.7% 3 +0.1 pp -0.0 pp +0.7 pp +0.7 pp
FMR LLC CIK 0000315066 0.989 5571 4,754.4 0.2% 3 +0.0 pp -0.0 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 4,370.1 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
NORGES BANK CIK 0001374170 0.994 1617 4,254.5 0.5% 1 +0.5 pp +0.0 pp +0.5 pp +0.5 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3,995.5 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
H&H International Investment, LLC CIK 0001759760 0.989 18 3,607.1 20.6% 3 +2.8 pp +6.4 pp +20.6 pp +20.6 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 3,570.0 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3,490.1 1.4% 5 +0.1 pp +0.1 pp -0.5 pp -0.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 3,022.1 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
Nuveen, LLC CIK 0001871926 0.966 3735 2,776.4 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
1922 Investment Co LLC CIK 0001584289 0.937 2 2,703.8 80.9% 3 -8.5 pp -11.3 pp +80.9 pp +80.9 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,578.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2,289.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 2,282.8 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2,156.3 0.7% 4 +0.0 pp +0.0 pp -0.1 pp +0.7 pp
Amundi CIK 0001330387 0.000 1 1,940.8 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
Swiss National Bank CIK 0001582202 0.961 2301 1,898.8 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1,773.6 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1,748.4 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 1,719.8 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 1,705.1 1.0% 4 -0.1 pp -0.3 pp -0.8 pp +1.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 1,695.8 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,692.6 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1,553.6 0.5% 5 -0.0 pp -0.0 pp -0.2 pp -0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 1,455.5 1.2% 4 -0.0 pp -0.1 pp -0.3 pp +1.2 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 1,447.3 1.0% 3 +0.2 pp +0.2 pp +1.0 pp +1.0 pp
Creative Planning CIK 0001540235 0.979 4196 1,435.1 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 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 1,428.2 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 1,384.4 5.5% 3 -0.0 pp -0.0 pp +5.5 pp +5.5 pp
National Pension Service CIK 0001608046 0.956 552 1,334.8 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 1,308.4 2.0% 3 +0.1 pp +0.1 pp +2.0 pp +2.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1,306.8 2.0% 3 +0.0 pp -0.0 pp +2.0 pp +2.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1,258.0 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1,216.6 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 1,069.8 1.1% 5 -0.0 pp -0.1 pp -0.3 pp -0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 1,023.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
GQG Partners LLC CIK 0001697233 0.860 102 1,004.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 978.4 1.3% 5 +0.0 pp -0.0 pp -0.3 pp -0.1 pp
TETRAD CORP CIK 0000883597 0.965 3 966.7 93.0% 5 +2.5 pp +2.4 pp +1.6 pp +3.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 934.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 932.2 2.4% 3 -0.0 pp -0.1 pp +2.4 pp +2.4 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 931.5 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 897.7 0.6% 3 +0.1 pp +0.0 pp +0.6 pp +0.6 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 894.8 1.3% 3 -0.7 pp +0.6 pp +1.3 pp +1.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 841.8 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 829.0 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 826.1 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 809.0 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 805.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 770.0 6.1% 3 -0.1 pp -0.2 pp +6.1 pp +6.1 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 768.9 3.9% 3 -0.3 pp +0.4 pp +3.9 pp +3.9 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 763.6 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 745.8 1.3% 3 -0.2 pp -0.1 pp +1.3 pp +1.3 pp
Rothschild & Co Wealth Management UK Ltd CIK 0001784260 0.981 25 742.5 11.7% 3 -0.2 pp +1.4 pp +11.7 pp +11.7 pp
Swedbank AB CIK 0000946431 0.941 696 721.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 700.7 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 690.1 1.9% 3 -0.1 pp -0.1 pp +1.9 pp +1.9 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 678.2 0.9% 3 -0.2 pp -0.1 pp +0.9 pp +0.9 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 642.7 0.7% 4 -0.1 pp -0.0 pp -0.1 pp +0.7 pp
Mariner, LLC CIK 0001373442 0.925 3517 611.3 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 591.9 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 583.2 0.9% 4 +0.0 pp +0.0 pp -0.3 pp +0.9 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 574.8 0.6% 3 -0.1 pp -0.3 pp +0.6 pp +0.6 pp
GARDNER RUSSO & QUINN LLC CIK 0000860643 0.971 85 565.7 6.1% 3 -0.2 pp +0.1 pp +6.1 pp +6.1 pp
AVIVA PLC CIK 0001140022 0.925 854 565.0 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 565.0 3.1% 3 -0.6 pp -0.8 pp +3.1 pp +3.1 pp
CHECK CAPITAL MANAGEMENT INC/CA CIK 0001032814 0.951 52 554.2 33.1% 3 -1.1 pp -1.2 pp +33.1 pp +33.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 550.8 0.4% 3 -0.2 pp -0.3 pp +0.4 pp +0.4 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 550.8 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 550.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIL Ltd CIK 0000318989 0.878 1140 543.0 0.4% 3 -0.1 pp +0.0 pp +0.4 pp +0.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 541.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 539.1 0.7% 4 -0.1 pp -0.1 pp -0.5 pp +0.7 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 526.0 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 525.3 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 523.6 0.5% 4 +0.2 pp +0.2 pp +0.1 pp +0.5 pp
Korea Investment CORP CIK 0001441689 0.896 677 515.6 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 500.8 2.9% 3 +0.0 pp +0.0 pp +2.9 pp +2.9 pp
Rathbones Group PLC CIK 0001351991 0.902 665 498.6 2.0% 3 -0.0 pp -0.2 pp +2.0 pp +2.0 pp
OSSIAM CIK 0001767471 0.182 680 486.5 9.7% 3 +4.6 pp +5.2 pp +9.7 pp +9.7 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 474.7 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 473.0 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 472.4 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 464.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 462.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 452.0 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
Himalaya Capital Management LLC CIK 0001709323 0.955 8 451.3 12.6% 3 -1.3 pp -3.6 pp +12.6 pp +12.6 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 450.4 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 441.9 7.7% 3 -0.0 pp +0.1 pp +7.7 pp +7.7 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 441.1 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 430.1 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 424.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 422.2 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 416.4 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 415.6 1.0% 5 +0.5 pp -0.2 pp -0.5 pp -0.3 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 415.1 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 408.4 8.4% 3 -0.3 pp -0.7 pp +8.4 pp +8.4 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 403.1 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 397.4 9.2% 2 -0.3 pp +9.2 pp +9.2 pp +4.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 396.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 393.1 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 382.0 0.5% 3 +0.2 pp +0.1 pp +0.5 pp +0.5 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 381.0 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 373.0 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
DAVIS SELECTED ADVISERS CIK 0001036325 0.905 112 371.9 1.7% 3 +0.3 pp +0.2 pp +1.7 pp +1.7 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 368.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 362.3 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 355.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 354.4 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 347.1 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 330.6 4.0% 3 -0.1 pp -0.2 pp +4.0 pp +4.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 322.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 317.0 0.8% 3 +0.1 pp +0.0 pp +0.8 pp +0.8 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 315.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 314.0 1.1% 3 +0.4 pp +0.4 pp +1.1 pp +1.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 305.4 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 304.2 1.7% 3 -0.0 pp -0.5 pp +1.7 pp +1.7 pp
STRS OHIO CIK 0000820478 0.777 2154 303.0 1.1% 4 +0.1 pp +0.1 pp -0.1 pp +1.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 299.2 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 298.6 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
SWF LLC CIK 0002065728 0.943 14 293.6 29.7% 2 -0.4 pp +29.7 pp -57.3 pp -58.8 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 293.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 292.4 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
Capital International Investors CIK 0001562230 0.968 446 284.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 282.5 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 280.4 0.5% 3 -0.2 pp +0.0 pp +0.5 pp +0.5 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 280.0 0.4% 4 +0.1 pp +0.1 pp -0.0 pp +0.4 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 275.6 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 273.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 269.9 1.5% 3 +0.0 pp +0.0 pp +1.5 pp +1.5 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 269.5 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
BSN Capital Partners Ltd CIK 0001911876 0.109 26 264.2 20.7% 3 +0.0 pp +0.0 pp +20.7 pp +20.7 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 262.0 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 255.9 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 255.3 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
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BCM ADVISORS, LLC CIK 0001373017 0.760 80 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Ipswich Investment Management Co., Inc. CIK 0001463753 0.300 190 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.5 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
Avid Wealth Partners LLC CIK 0001992344 0.237 77 0.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Kenora Financial, LLC CIK 0001990080 0.370 133 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV CIK 0000867926 0.207 195 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Monument Capital Management CIK 0001729428 0.068 262 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FJ Capital Management LLC CIK 0001599170 0.114 120 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Leslie Global Wealth, LLC CIK 0001954832 0.349 85 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
BROGAN FINANCIAL, INC. CIK 0001889918 0.861 64 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Left Brain Wealth Management, LLC CIK 0001957370 0.063 99 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.331 146 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Granite Group Advisors, LLC CIK 0002018114 0.421 84 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Daner Wealth Management, LLC CIK 0001956649 0.607 96 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Chico Wealth RIA CIK 0001926037 0.794 49 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Coastwise Capital Group, LLC CIK 0001934500 0.126 143 0.5 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
DAVIS-REA LTD. CIK 0001482171 0.277 45 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
TradeWell Securities, LLC. CIK 0002066232 0.779 52 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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BCO Wealth Management LLC CIK 0002054749 0.812 45 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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Oxinas Partners, LLC CIK 0001759320 0.299 149 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.5 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Asio Capital, LLC CIK 0001803291 0.492 109 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Vigilare Wealth Management CIK 0001730889 0.248 123 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Seek First Inc. CIK 0002060504 0.522 67 0.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
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Oxler Private Wealth LLC CIK 0001846002 0.649 93 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Night Owl Capital Management, LLC CIK 0001410833 0.657 30 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 0.5 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Prostatis Group LLC CIK 0001649186 0.318 190 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Atlatl Advisers LLC CIK 0002023168 0.000 459 0.5 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
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US Asset Management LLC CIK 0001882673 0.219 112 0.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
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ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Purus Wealth Management, LLC CIK 0001844250 0.399 171 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
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POSTROCK PARTNERS LLC CIK 0002053668 0.621 78 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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Newton One Investments LLC CIK 0001842787 0.836 146 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Nexus Investment Management ULC CIK 0001476329 0.664 72 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 2 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
XY Capital Ltd CIK 0001933132 0.000 44 0.0 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp -0.2 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Karani Asset Management LLC CIK 0001792430 0.285 56 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 -0.1 pp -3.0 pp +0.0 pp +0.0 pp
1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 -1.7 pp -2.2 pp +0.0 pp +0.0 pp
Volterra Technologies LP CIK 0001833567 0.000 81 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 -1.2 pp -1.4 pp +0.0 pp +0.0 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
Holowesko Partners Ltd. CIK 0001428569 0.214 34 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Cordant, Inc. CIK 0001830942 0.704 353 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Eschler Asset Management LLP CIK 0001910874 0.000 33 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Dorsey Wright & Associates CIK 0001376772 0.051 131 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
RPG Investment Advisory, LLC CIK 0001666664 0.411 93 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.0 0.0% 0 -1.2 pp -1.5 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -10.4 pp -10.3 pp +0.0 pp +0.0 pp
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
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.8 pp -0.9 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 -0.4 pp +0.0 pp +0.0 pp
RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
W1M Investment Management Ltd CIK 0001344114 0.000 0 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp -5.9 pp +0.0 pp +0.0 pp
BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Compass Wealth Management LLC CIK 0001965653 0.179 167 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Life Planning Partners, Inc CIK 0001910934 0.464 71 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp -0.5 pp
Barnett & Company, Inc. CIK 0001426588 0.122 86 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp -1.9 pp +0.0 pp +0.0 pp
Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp -4.6 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
TANG CAPITAL MANAGEMENT LLC CIK 0001232621 0.706 41 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 -0.7 pp -1.2 pp +0.0 pp +0.0 pp
Amica Retiree Medical Trust CIK 0001599950 0.187 141 0.0 0.0% 0 -2.1 pp -2.1 pp +0.0 pp +0.0 pp
Strategic Equity Management CIK 0001843578 0.305 65 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 -0.0 pp -0.6 pp +0.0 pp +0.0 pp
Arlington Partners LLC CIK 0001389848 0.487 64 0.0 0.0% 0 -2.3 pp -2.4 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -2.2 pp -2.1 pp +0.0 pp +0.0 pp
Court Place Advisors, LLC CIK 0001566113 0.447 147 0.0 0.0% 0 -5.0 pp -5.0 pp +0.0 pp +0.0 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -1.6 pp -1.6 pp +0.0 pp +0.0 pp
Saranac Partners Ltd CIK 0002098745 0.206 112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 0.0 0.0% 0 -2.0 pp -2.0 pp +0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Geneva Partners, LLC CIK 0001712671 0.052 75 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
BLACK POINT WEALTH MANAGEMENT CIK 0002032846 0.887 5 0.0 0.0% 0 +0.0 pp -57.3 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
Defined Financial Planning LLC CIK 0002056559 0.262 65 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tenret Co LLC CIK 0001874146 0.725 33 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 -2.2 pp -2.2 pp +0.0 pp +0.0 pp
Capula Management Ltd CIK 0001557017 0.914 303 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
STONE RUN CAPITAL, LLC CIK 0001512746 0.290 71 0.0 0.0% 0 -4.1 pp -4.0 pp +0.0 pp +0.0 pp
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 -3.0 pp -3.3 pp +0.0 pp +0.0 pp
CIBC Capital Markets (Europe) S.A. CIK 0002045104 0.842 10 0.0 0.0% 0 -23.0 pp -9.5 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp -0.7 pp -1.0 pp +0.0 pp
FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Providence First Trust Co CIK 0001713735 0.116 196 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -1.9 pp -2.0 pp +0.0 pp +0.0 pp
Roberts Capital Advisors, LLC CIK 0001883719 0.000 0 0.0 0.0% 0 -2.6 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 -0.1 pp -0.1 pp -0.1 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
LifePlan Financial, LLC CIK 0001739485 0.222 89 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -3.4 pp -3.6 pp +0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp -4.5 pp +0.0 pp +0.0 pp
McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Williams Financial, LLC CIK 0001846923 0.807 30 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 0.0 0.0% 0 -1.5 pp -1.3 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.3 pp -0.5 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.0% 0 -0.6 pp -0.3 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.8 pp -1.1 pp +0.0 pp
Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
OMC Financial Services LTD CIK 0002026391 0.472 61 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Hutchinson Financial Advisors, INC CIK 0002078477 0.137 67 0.0 0.0% 0 -3.5 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 BRKB). Qtrs Held counts distinct quarters this fund has actually held BRKB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BRKB position size. Δ columns are the percentage-point change in BRKB'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