Signals

BWA

666 in-universe funds with a nonzero position in BWA within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23797
Score / z-0.056 / -0.08
Consensus221.43 over 397 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 4
FiledFormItems
2026-09-04 8-K 7.01
2026-08-10 8-K 7.01, 9.01
2026-08-05 8-K 2.02, 9.01
2026-07-31 8-K 5.02, 7.01, 9.01
2026-05-28 8-K 5.02
2026-05-06 8-K 2.02, 9.01
2026-04-30 8-K 5.02, 5.07, 7.01, 9.01
2026-02-11 8-K 2.02, 9.01
2026-02-05 8-K 7.01, 9.01
2025-11-13 8-K 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2024-08-09 424B5 BORGWARNER INC
2024-08-07 424B5 BORGWARNER INC
2021-05-14 424B5 BORGWARNER INC
2021-05-12 424B5 BORGWARNER INC
2020-06-18 424B5 BORGWARNER INC
2020-06-16 424B5 BORGWARNER INC

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 1,566.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,212.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 518.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 334.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 332.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 330.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 174.3 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 170.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 166.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 163.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 144.5 0.1% 2 +0.0 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 127.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 125.6 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 120.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 113.1 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
Swedbank AB CIK 0000946431 0.941 696 112.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 97.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 93.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 90.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 87.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 83.4 0.0% 2 -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 78.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 77.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FMR LLC CIK 0000315066 0.989 5571 75.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 67.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 61.6 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 53.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 48.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 48.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 47.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 45.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 44.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 43.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 42.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 42.4 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 42.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 41.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 41.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 38.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 38.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 36.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Turtle Creek Asset Management Inc. CIK 0001484148 0.717 38 34.8 1.1% 2 -2.4 pp +1.1 pp +1.1 pp +1.1 pp
Electron Capital Partners, LLC CIK 0001586986 0.538 46 31.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 31.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 31.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 31.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 30.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 29.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 29.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 29.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 26.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 26.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 24.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 23.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 23.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 22.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 20.4 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 20.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 20.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 19.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 18.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 18.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 18.3 0.1% 2 +0.0 pp +0.1 pp +0.1 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 17.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 17.1 2.4% 2 +0.4 pp +2.4 pp +2.4 pp +2.4 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 16.5 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 16.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 15.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 15.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 15.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 14.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 14.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 14.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 13.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 13.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 13.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 13.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 12.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 12.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 12.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 12.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 12.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 12.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 11.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rheos Capital Works Inc. CIK 0001735445 0.176 82 11.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 11.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kopion Asset Management, LLC CIK 0001728689 0.503 21 10.8 7.0% 2 -0.6 pp +7.0 pp +7.0 pp +7.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 10.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 10.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWLE & CO CIK 0001224014 0.032 59 10.3 2.6% 2 +2.4 pp +2.6 pp +2.6 pp +2.6 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 10.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.167 731 10.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 10.1 0.0% 4 +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 9.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 9.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Walleye Trading LLC CIK 0001388391 0.179 946 8.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 8.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 8.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 8.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 8.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 8.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Covalis Capital LLP CIK 0001698819 0.034 100 8.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 7.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Busey Bank CIK 0001427202 0.741 388 7.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 7.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 6.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.0 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 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leeward Investments, LLC - MA CIK 0001923173 0.390 140 5.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Investments, LLC CIK 0001706248 0.662 91 5.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 5.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 5.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Drum Hill Capital, LLC CIK 0002054679 0.274 45 5.4 5.8% 2 +1.3 pp +5.8 pp +5.8 pp +5.8 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEAN INVESTMENT ASSOCIATES, LLC CIK 0000846797 0.113 193 5.1 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 5.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 5.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 4.8 3.6% 2 +0.6 pp +3.6 pp +3.6 pp +3.6 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 4.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
III Capital Management CIK 0001783139 0.455 48 4.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Creative Planning CIK 0001540235 0.979 4196 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 4.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 4.2 4.5% 2 +0.4 pp +4.5 pp +4.5 pp +4.5 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ruffer LLP CIK 0001426859 0.221 187 4.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Renasant Bank CIK 0001656167 0.136 141 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHERBROOKE PARK ADVISERS LLC CIK 0001965377 0.000 182 0.0 0.0% 0 -0.1 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
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SPRUCEGROVE INVESTMENT MANAGEMENT LTD CIK 0001234074 0.871 40 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 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
ALPS ADVISORS INC CIK 0001376113 0.942 1170 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 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 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 +0.0 pp +0.0 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 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 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
Lodge Hill Capital, LLC CIK 0001598245 0.198 27 0.0 0.0% 0 -2.5 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 BWA). Qtrs Held counts distinct quarters this fund has actually held BWA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BWA position size. Δ columns are the percentage-point change in BWA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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