Signals

BRO

1058 in-universe funds with a nonzero position in BRO within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#2729
Score / z0.000 / -0.01
Consensus261.15 over 474 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 / 3
FiledFormItems
2026-09-10 8-K 7.01, 9.01
2026-08-10 8-K 5.02
2026-07-27 8-K 2.02, 9.01
2026-06-05 8-K 1.01, 2.03
2026-05-07 8-K 5.02, 5.07
2026-04-27 8-K 2.02, 9.01
2026-04-09 8-K 7.01, 9.01
2026-03-04 8-K 5.02, 9.01
2026-03-02 8-K 7.01, 9.01
2026-01-26 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-06-13 424B5 BROWN & BROWN, INC.
2025-06-12 424B5 BROWN & BROWN, INC.
2025-06-10 424B5 BROWN & BROWN, INC.
2025-06-10 424B5 BROWN & BROWN, INC.
2024-06-06 424B5 BROWN & BROWN, INC.
2024-06-04 424B5 BROWN & BROWN, INC.
2022-03-15 424B5 BROWN & BROWN, INC.
2022-03-08 424B5 BROWN & BROWN, INC.
2014-09-17 424B5 BROWN & BROWN, INC.
2014-09-15 424B5 BROWN & BROWN, INC.
Showing the 10 most recent.

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 2,999.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,735.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 1,425.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1,224.4 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 1,068.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 839.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 752.0 3.5% 3 +1.1 pp +0.8 pp +3.5 pp +3.5 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 631.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 516.8 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 494.5 1.3% 3 -0.2 pp -0.5 pp +1.3 pp +1.3 pp
Capital International Investors CIK 0001562230 0.968 446 371.7 0.1% 1 +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 368.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 361.7 3.1% 2 +1.5 pp +3.1 pp +3.1 pp +3.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 313.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 270.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 270.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 239.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 227.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 217.5 0.4% 3 -0.1 pp -0.3 pp +0.4 pp +0.4 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 198.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 195.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 193.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 174.0 3.6% 3 -0.4 pp -1.1 pp +3.6 pp +3.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 174.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 162.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 158.4 1.8% 3 -0.3 pp -0.6 pp +1.8 pp +1.8 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 157.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 147.4 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 139.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 137.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 118.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GOBI CAPITAL LLC CIK 0001698060 0.952 10 113.9 5.7% 3 +0.7 pp -0.1 pp +5.7 pp +5.7 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 110.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tandem Investment Advisors, Inc. CIK 0001694284 0.539 68 103.0 3.8% 3 -0.6 pp +0.7 pp +3.8 pp +3.8 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 88.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 88.6 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 88.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Champlain Investment Partners, LLC CIK 0001315478 0.213 129 87.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 87.5 0.1% 3 -0.2 pp -0.4 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 85.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 80.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 78.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 74.0 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 73.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Jain Global LLC CIK 0002024579 0.024 1417 67.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 66.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 66.0 1.4% 3 -1.7 pp -2.3 pp +1.4 pp +1.4 pp
Swiss National Bank CIK 0001582202 0.961 2301 63.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Giverny Capital Inc. CIK 0001641864 0.751 51 61.6 2.1% 4 +1.1 pp +0.8 pp +0.7 pp +2.1 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 59.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 59.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 55.1 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 54.9 0.1% 5 +0.1 pp +0.0 pp -0.2 pp -0.3 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 53.6 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
Dundas Partners LLP CIK 0001742418 0.708 31 53.1 3.7% 3 -0.5 pp -0.1 pp +3.7 pp +3.7 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 52.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantum Capital Management, LLC / NJ CIK 0001513125 0.717 35 51.8 6.0% 3 +3.3 pp +4.8 pp +6.0 pp +6.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 49.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 48.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 48.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 48.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 47.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prana Capital Management, LP CIK 0001710951 0.303 118 47.5 1.7% 3 -1.2 pp -1.1 pp +1.7 pp +1.7 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 46.3 0.3% 3 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 45.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 45.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 45.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.505 138 44.3 1.5% 3 -0.1 pp -0.3 pp +1.5 pp +1.5 pp
SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 44.3 0.8% 3 -0.2 pp -0.5 pp +0.8 pp +0.8 pp
Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 44.2 1.0% 3 -0.4 pp -0.7 pp +1.0 pp +1.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 44.1 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
National Pension Service CIK 0001608046 0.956 552 40.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 40.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 38.7 0.1% 3 -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 37.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 36.8 0.5% 4 -0.3 pp -0.4 pp -0.7 pp +0.5 pp
EULAV Asset Management CIK 0001540826 0.373 152 35.5 0.9% 3 -0.0 pp -0.2 pp +0.9 pp +0.9 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 34.4 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 33.9 1.4% 4 -0.4 pp -0.3 pp -0.4 pp +1.4 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 33.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 32.9 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 32.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 32.7 0.5% 3 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
Local Pensions Partnership Investment Ltd CIK 0001698810 0.884 32 32.4 0.6% 4 -0.1 pp +0.0 pp -0.1 pp +0.6 pp
DF DENT & CO INC CIK 0000934999 0.597 271 30.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
BARR E S & CO CIK 0001040210 0.865 112 28.9 1.5% 3 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 27.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vancity Investment Management Ltd CIK 0001846311 0.497 92 27.2 3.6% 3 +0.0 pp -0.5 pp +3.6 pp +3.6 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 25.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PhiloSmith Capital Corp CIK 0001942361 0.834 23 25.3 7.0% 3 -0.7 pp -1.4 pp +7.0 pp +7.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 24.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 24.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 24.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 24.0 0.1% 3 -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 23.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CORTLAND ASSOCIATES INC/MO CIK 0001014315 0.553 62 23.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
FIL Ltd CIK 0000318989 0.878 1140 22.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 22.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 22.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 21.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Port Capital LLC CIK 0001729212 0.798 108 21.5 0.9% 3 -0.4 pp -0.7 pp +0.9 pp +0.9 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 20.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 20.4 0.0% 3 -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 19.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 19.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 18.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 17.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Candriam S.C.A. CIK 0001537014 0.787 677 16.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 16.1 0.0% 1 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 16.1 3.0% 3 -0.4 pp -1.3 pp +3.0 pp +3.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 15.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SEVEN GRAND MANAGERS, LLC CIK 0001909126 0.028 176 14.9 1.1% 3 -1.7 pp -8.8 pp +1.1 pp +1.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 14.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 14.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 14.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 13.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 13.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 13.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 13.7 1.1% 3 -0.2 pp -0.5 pp +1.1 pp +1.1 pp
JACKSON HILL ADVISORS, LLC CIK 0001911159 0.555 13 13.5 6.3% 2 +3.4 pp +6.3 pp +6.3 pp +6.3 pp
Running Oak Capital LLC CIK 0001803994 0.162 59 13.4 1.7% 3 -0.1 pp -0.2 pp +1.7 pp +1.7 pp
Distillate Capital Partners LLC CIK 0001741001 0.168 118 13.4 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 13.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 13.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 12.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 12.6 0.4% 3 +0.4 pp +0.3 pp +0.4 pp +0.4 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.6 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
SPEECE THORSON CAPITAL GROUP INC CIK 0000900169 0.350 37 12.5 2.7% 3 +0.9 pp +0.5 pp +2.7 pp +2.7 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 12.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 12.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 11.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 11.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 11.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 10.9 1.3% 3 -0.2 pp -0.3 pp +1.3 pp +1.3 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 10.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 10.8 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 10.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND CIK 0001540880 0.830 525 10.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 10.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 10.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 10.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Zimmer Partners, LP CIK 0001565854 0.202 112 0.0 0.0% 0 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
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Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Bares Capital Management, Inc. CIK 0001340807 0.923 24 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 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
Visualize Group LP CIK 0001994625 0.616 11 0.0 0.0% 0 +0.0 pp -3.7 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sculptor Capital LP CIK 0001054587 0.143 320 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qtron Investments LLC CIK 0001768099 0.279 449 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 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 -0.0 pp -0.1 pp +0.0 pp
JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 0.0 0.0% 0 -0.4 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 +0.0 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.0 0.0% 0 -0.1 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
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JSF Financial, LLC CIK 0001802224 0.568 141 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trinity Financial Advisors LLC CIK 0001809574 0.677 95 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Covey Capital Advisors, LLC CIK 0001568891 0.335 42 0.0 0.0% 0 +0.0 pp -3.0 pp +0.0 pp +0.0 pp
Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 +0.0 pp -1.9 pp +0.0 pp +0.0 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 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 -0.8 pp +0.0 pp +0.0 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Laurion Capital Management LP CIK 0001390202 0.192 253 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Otter Creek Advisors, LLC CIK 0001640361 0.021 28 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
IFM Investors Pty Ltd CIK 0001698246 0.822 641 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Gillson Capital LP CIK 0001698055 0.068 80 0.0 0.0% 0 +0.0 pp -3.9 pp +0.0 pp +0.0 pp
2Xideas AG CIK 0001843587 0.401 48 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMF Tjanstepension AB CIK 0001553562 0.910 121 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VestGen Investment Management CIK 0001511739 0.060 218 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Covenant Partners, LLC CIK 0001302739 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 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 +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KENSICO CAPITAL MANAGEMENT CORP CIK 0001113000 0.961 25 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 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 -1.0 pp +0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Triangle Securities Wealth Management CIK 0001541353 0.305 213 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Benchmark Investment Advisors LLC CIK 0001910971 0.285 70 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 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
COMMERZBANK AKTIENGESELLSCHAFT /FI CIK 0000852933 0.000 347 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 BRO). Qtrs Held counts distinct quarters this fund has actually held BRO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BRO position size. Δ columns are the percentage-point change in BRO'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