Signals

← Signals

☆CAE

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

Flow ranking

Rank#22811
Score / z-0.190 / -0.19
Consensus127.25 over 206 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-7% / 3.8d

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 ▾
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 802.4 1.3% 4 -0.3 pp -0.4 pp -0.6 pp +1.3 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 427.1 0.6% 4 -0.3 pp +0.5 pp +0.5 pp +0.6 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 413.5 2.9% 4 -0.6 pp -0.6 pp -1.0 pp +2.9 pp
☆BROWNING WEST LP CIK 0001825564 0.966 6 328.8 20.3% 4 -4.0 pp -6.0 pp -7.6 pp +20.3 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 310.9 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Select Equity Group, L.P. CIK 0001592643 0.705 143 214.2 1.1% 4 +0.1 pp +0.3 pp +0.2 pp +1.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 159.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 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 129.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 127.8 2.5% 4 -0.6 pp -0.6 pp -0.5 pp +2.5 pp
☆FIL Ltd CIK 0000318989 0.878 1140 116.1 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 108.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 91.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 87.8 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 81.0 1.3% 4 -0.3 pp -0.3 pp -0.6 pp +1.3 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 79.1 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 74.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 73.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 66.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 61.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 59.9 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 57.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 55.5 0.0% 4 -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 53.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 53.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 52.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 45.6 0.1% 4 -0.0 pp -0.0 pp -0.0 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 44.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 43.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 40.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 38.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 36.8 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 33.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 31.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Alpha Capital Management Ltd. CIK 0001584691 0.465 48 31.5 1.9% 2 +0.6 pp +1.9 pp +1.9 pp +1.9 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 26.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 26.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 25.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Eagle Investment Management, LLC CIK 0001325447 0.890 425 24.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 23.4 0.2% 4 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
☆Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 23.2 2.1% 2 +1.4 pp +2.1 pp +2.1 pp +2.1 pp
☆AVIVA PLC CIK 0001140022 0.925 854 22.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunriver Management LLC CIK 0001663900 0.082 21 22.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 22.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 21.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCJ Investment Counsel Ltd. CIK 0001426318 0.110 62 20.4 5.8% 4 +0.1 pp +1.4 pp +5.4 pp +5.8 pp
☆Sycale Advisors (NY) LLC CIK 0001811522 0.084 22 19.9 10.0% 4 -3.1 pp -4.3 pp -3.1 pp +10.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 19.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 19.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 17.8 0.5% 4 -0.5 pp -0.5 pp -0.3 pp +0.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 17.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 16.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 15.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 15.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 15.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 14.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 14.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 14.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 13.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Addenda Capital Inc. CIK 0001569411 0.638 128 13.3 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 12.4 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 12.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 11.9 0.0% 6 +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 11.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 11.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 10.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heathbridge Capital Management Ltd. CIK 0001503269 0.432 28 9.8 3.6% 4 -0.8 pp -0.8 pp -1.0 pp +3.6 pp
☆Senvest Management, LLC CIK 0001328785 0.676 55 9.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 8.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 8.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 7.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anson Funds Management LP CIK 0001491072 0.108 146 7.3 0.9% 3 +0.3 pp +0.4 pp +0.9 pp +0.9 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 7.1 0.0% 4 +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 7.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 6.9 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 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 6.8 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 6.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 6.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 5.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 5.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 5.1 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Henry James International Management Inc. CIK 0001750423 0.252 91 4.7 1.7% 4 -0.0 pp -0.1 pp -0.2 pp +1.7 pp
☆Avanza Fonder AB CIK 0002035325 0.716 459 4.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 4.1 0.4% 4 +0.0 pp +0.2 pp +0.2 pp +0.4 pp
☆NewGen Asset Management Ltd CIK 0001845012 0.082 29 4.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summerhill Capital Management lnc. CIK 0002017598 0.443 18 3.2 2.8% 4 -0.7 pp -1.0 pp -1.3 pp +2.8 pp
☆Bastion Asset Management Inc. CIK 0001977794 0.007 54 3.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Triasima Portfolio Management inc. CIK 0001938757 0.172 127 2.6 0.4% 4 +0.3 pp -0.5 pp -0.5 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alberta Investment Management Corp CIK 0001463559 0.789 663 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 2.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claret Asset Management Corp CIK 0001735513 0.442 498 2.1 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆SaddleRock Capital Management LLC CIK 0002018754 0.253 16 2.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 1.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pembroke Management, LTD CIK 0001063497 0.302 100 1.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Caldwell Investment Management Ltd. CIK 0001904373 0.077 33 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Timelo Investment Management Inc. CIK 0001851296 0.009 47 1.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AUXIER ASSET MANAGEMENT LLC CIK 0001105863 0.410 184 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 1.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Osmosis Investment Management UK Ltd CIK 0001780700 0.507 452 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Utah Retirement Systems CIK 0001548392 0.790 1027 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banque Transatlantique SA CIK 0002056095 0.835 494 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIG North Trading, ULC CIK 0001868643 0.319 79 0.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 0.7 0.0% 4 -0.0 pp -0.0 pp -0.3 pp +0.0 pp
☆OneAscent Investment Solutions LLC CIK 0001974438 0.071 144 0.7 0.7% 4 -0.2 pp -0.2 pp -0.2 pp +0.7 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 0.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆683 Capital Management, LLC CIK 0001404574 0.253 128 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Gulf International Bank (UK) Ltd CIK 0001598697 0.000 565 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Numerai GP LLC CIK 0001668527 0.018 710 0.5 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Metis Global Partners, LLC CIK 0001594916 0.657 714 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.4 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Storgate, LLC CIK 0002110835 0.075 351 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AYAL Capital Advisors Ltd CIK 0002011524 0.017 39 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Wyoming CIK 0001821626 0.105 1872 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 4 -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 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lombard Odier Asset Management (Switzerland) SA CIK 0001535660 0.603 453 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASAHI LIFE ASSET MANAGEMENT CO., LTD. CIK 0001564835 0.079 158 0.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆S&CO INC CIK 0001082461 0.523 222 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Malaga Cove Capital, LLC CIK 0001603001 0.210 185 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 0.1 0.0% 4 +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 0.1 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Corient IA LP CIK 0002058426 0.030 249 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tacita Capital Inc CIK 0001846287 0.305 214 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 0.0 0.0% 4 -0.1 pp -0.1 pp -0.4 pp +0.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 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
☆Capital World Investors CIK 0001422849 0.974 637 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSSIAM CIK 0001767471 0.182 680 0.0 0.0% 0 +0.0 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
☆XPONANCE LLC CIK 0001637541 0.815 1841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 0.0 0.0% 0 +0.0 pp -3.4 pp -3.6 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 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
☆Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆RIT CAPITAL PARTNERS PLC CIK 0000939334 0.147 13 0.0 0.0% 0 +0.0 pp -3.5 pp -3.1 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FORSTA AP-FONDEN CIK 0001603328 0.000 1 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Caption Management, LLC CIK 0001706766 0.079 538 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 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
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Militia Capital Partners, LP CIK 0001837496 0.040 182 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 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
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 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 +0.0 pp -0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SUSQUEHANNA ADVISORS GROUP, INC. CIK 0001444949 0.078 117 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Westerkirk Capital Inc. CIK 0002080423 0.554 212 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Plato Investment Management Ltd CIK 0001984475 0.428 496 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCOPIA CAPITAL MANAGEMENT LP CIK 0001279150 0.249 19 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 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
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 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
☆UniSuper Management Pty Ltd CIK 0001989400 0.856 652 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Forge First Asset Management Inc. CIK 0001963062 0.000 0 0.0 0.0% 0 +0.0 pp -2.6 pp +0.0 pp +0.0 pp
☆COOPER CREEK PARTNERS MANAGEMENT LLC CIK 0001512162 0.071 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆INTRUST BANK NA CIK 0001034771 0.638 416 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp -0.3 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 CAE). Qtrs Held counts distinct quarters this fund has actually held CAE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CAE position size. Δ columns are the percentage-point change in CAE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status