Signals

← Signals

☆BWXT

612 in-universe funds with a nonzero position in BWXT within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#726
Score / z0.179 / 0.21
Consensus206.16 over 393 funds
Momentumno 12m return

Price & positioning

227 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 / 1
FiledFormItems
2026-08-03 8-K 2.02, 9.01
2026-05-05 8-K 5.07
2026-05-04 8-K 2.02, 9.01
2026-02-23 8-K 2.02, 9.01
2026-02-20 8-K 5.02, 9.01
2025-11-10 8-K 1.01, 2.03, 3.02, 8.01, 9.01
2025-11-05 8-K 8.01, 9.01
2025-11-04 8-K 5.02
2025-11-03 8-K 2.02, 9.01
2025-08-04 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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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 1,486.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 1,351.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 524.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 344.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 250.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 236.8 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 229.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 218.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 189.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 188.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 183.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 159.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 145.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 144.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 144.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 140.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 137.6 0.1% 1 +0.1 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 136.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 133.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 132.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mawer Investment Management Ltd. CIK 0001538449 0.794 142 129.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 122.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 111.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 103.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 101.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 94.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 94.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARK Investment Management LLC CIK 0001697748 0.764 190 92.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 86.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Stephens Investment Management Group LLC CIK 0001314440 0.460 176 84.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 81.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copeland Capital Management, LLC CIK 0001541743 0.466 265 80.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 80.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 77.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 76.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 74.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 73.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Select Equity Group, L.P. CIK 0001592643 0.705 143 68.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 67.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 66.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 66.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 65.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 62.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 62.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 53.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 53.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 52.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvey Partners, LLC CIK 0001406484 0.483 47 48.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 47.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 45.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 45.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 44.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 44.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orbis Allan Gray Ltd CIK 0001663865 0.815 97 42.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 42.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 41.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chescapmanager LLC CIK 0001697162 0.734 21 41.8 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 41.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 41.5 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 41.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amova Asset Management Americas, Inc. CIK 0001480751 0.731 276 40.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SHAPIRO CAPITAL MANAGEMENT LLC CIK 0001177244 0.524 50 39.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 38.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nicholas Investment Partners, LP CIK 0001389574 0.098 204 38.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 37.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 37.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 37.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 37.0 0.0% 1 +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 36.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 36.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Encompass Capital Advisors LLC CIK 0001541901 0.063 53 36.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SEGRA CAPITAL MANAGEMENT, LLC CIK 0001607512 0.000 7 36.0 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 35.8 0.0% 1 +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 35.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 35.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 34.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Minneapolis Portfolio Management Group, LLC CIK 0001317253 0.558 34 34.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 31.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 31.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atika Capital Management LLC CIK 0001599731 0.149 62 30.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 30.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 29.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 29.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 27.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 26.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 25.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covea Finance CIK 0001636948 0.445 153 24.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 22.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 22.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 22.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RPG Investment Advisory, LLC CIK 0001666664 0.411 93 22.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 22.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 22.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 21.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 21.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVIDSON KEMPNER CAPITAL MANAGEMENT LP CIK 0001595082 0.000 231 20.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 19.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 19.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 18.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 18.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 18.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 17.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEVIN CAPITAL STRATEGIES, L.P. CIK 0001354821 0.419 256 17.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 17.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Telemark Asset Management, LLC CIK 0001420816 0.498 57 14.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 13.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 12.9 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 12.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARDSLEY ADVISORY PARTNERS LP CIK 0000900529 0.026 130 12.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 11.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIL Ltd CIK 0000318989 0.878 1140 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 11.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Duquesne Family Office LLC CIK 0001536411 0.000 86 11.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 10.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 10.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 10.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pier Capital, LLC CIK 0001310051 0.081 129 9.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 8.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ceredex Value Advisors LLC CIK 0001738726 0.067 168 7.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ananym Capital Management, LP CIK 0002037077 0.621 8 7.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 6.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 6.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Narwhal Capital Management CIK 0001461287 0.675 155 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 6.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆American Trust Investment Advisors, LLC CIK 0001291424 0.154 81 6.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 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 BWXT). Qtrs Held counts distinct quarters this fund has actually held BWXT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BWXT position size. Δ columns are the percentage-point change in BWXT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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