Signals

CART

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

Flow ranking

Rank#24415
Score / z-0.698 / -1.05
Consensus167.37 over 296 funds
Momentumno 12m return

Price & positioning

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

Forensics

Clean as of 2026Q2
Accrual ratio-0.109
F-score6
M-score
Net issuance-147.6%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-15 BLACKWOOD-KAPRAL LISA 10b5-1 S $142,040

8-K events

Negative / total0 / 1
FiledFormItems
2026-08-06 8-K 2.02, 9.01
2026-05-29 8-K 5.07
2026-05-06 8-K 1.01, 2.02, 2.03, 8.01, 9.01
2026-02-12 8-K 2.02, 9.01
2025-11-25 8-K 5.02
2025-11-10 8-K 2.02, 8.01, 9.01
2025-08-15 8-K 5.02, 7.01, 9.01
2025-08-07 8-K 2.02, 9.01
2025-05-28 8-K 5.02, 8.01, 9.01
2025-05-27 8-K 5.07
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2021-11-01 D Maplebear Inc.
2021-03-11 D Maplebear Inc.
2020-10-20 D Maplebear Inc.
2020-06-26 D Maplebear Inc.
2018-02-22 D Maplebear Inc.
2017-03-15 D Maplebear Inc.
2014-12-30 D Maplebear Inc.
2014-06-25 D Maplebear Inc.
2013-07-11 D Maplebear Inc.
2013-06-12 D Maplebear 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
SC US (TTGP), LTD. CIK 0001607841 0.000 19 1,029.9 6.4% 2 -2.6 pp +6.4 pp +6.4 pp +6.4 pp
D1 Capital Partners L.P. CIK 0001747057 0.000 55 829.2 9.5% 2 -4.6 pp +9.5 pp +9.5 pp +9.5 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 702.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 595.3 0.0% 2 -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 228.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 198.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GCM Grosvenor Holdings, LLC CIK 0001939480 0.000 24 152.2 23.1% 2 -35.3 pp +23.1 pp +23.1 pp +23.1 pp
Boston Partners CIK 0001386060 0.833 802 143.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 130.8 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 127.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altimeter Capital Management, LP CIK 0001541617 0.780 20 122.2 1.6% 2 -1.1 pp +1.6 pp +1.6 pp +1.6 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 117.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 116.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 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 112.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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 111.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Technology Crossover Management XI, Ltd. CIK 0001977402 0.935 2 99.3 10.2% 2 -1.4 pp +10.2 pp +10.2 pp +10.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 98.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 90.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 76.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.376 177 73.1 1.0% 2 -0.5 pp +1.0 pp +1.0 pp +1.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 72.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 64.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Champlain Investment Partners, LLC CIK 0001315478 0.213 129 61.2 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 60.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 58.7 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 53.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KPCB DGF II Associates, LLC CIK 0001611737 0.487 3 49.3 62.7% 2 -19.9 pp +62.7 pp +62.7 pp +62.7 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 48.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOODNOW INVESTMENT GROUP, LLC CIK 0001362255 0.658 23 45.8 4.4% 2 +2.6 pp +4.4 pp +4.4 pp +4.4 pp
One Madison Group LLC CIK 0001728278 0.472 27 43.4 4.8% 2 -3.6 pp +4.8 pp +4.8 pp +4.8 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 42.2 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 41.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 35.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 35.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 32.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 32.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 31.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 30.6 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 28.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 28.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Generate Investment Management Ltd CIK 0002025905 0.321 90 27.6 1.4% 2 +0.6 pp +1.4 pp +1.4 pp +1.4 pp
General Catalyst Group Management, LLC CIK 0001637946 0.149 14 26.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 26.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Paralel Advisors LLC CIK 0001895911 0.889 126 25.7 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
HS Management Partners, LLC CIK 0001455253 0.374 24 22.8 3.0% 2 +1.7 pp +3.0 pp +3.0 pp +3.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 22.6 0.0% 2 +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 21.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 21.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ardmore Road Asset Management LP CIK 0001835730 0.046 70 20.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 20.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 19.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 18.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 18.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 18.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 18.6 1.4% 2 +0.5 pp +1.4 pp +1.4 pp +1.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 18.2 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 18.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provident Investment Management, Inc. CIK 0001076964 0.474 89 18.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 17.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Invenomic Capital Management LP CIK 0001769456 0.090 115 17.6 0.9% 2 -0.5 pp +0.9 pp +0.9 pp +0.9 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 17.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 16.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 16.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMI ASSET MANAGEMENT CORP CIK 0001369702 0.566 99 16.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 16.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGDON CAPITAL MANAGEMENT, L.L.C. CIK 0001000097 0.093 57 16.5 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 16.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foxhaven Asset Management, LP CIK 0001590531 0.905 16 16.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 15.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Incline Global Management LLC CIK 0001567195 0.000 20 15.5 4.6% 2 +0.5 pp +4.6 pp +4.6 pp +4.6 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 15.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 15.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 14.7 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 14.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 14.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 14.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 13.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 13.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 13.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 13.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 13.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 13.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 12.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 12.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crestwood Capital Management, L.P. CIK 0001468395 0.515 16 11.4 7.9% 2 -1.6 pp +7.9 pp +7.9 pp +7.9 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 11.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 11.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Shellback Capital, LP CIK 0001591744 0.016 89 11.0 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 10.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 10.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 10.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCGE MANAGEMENT, L.P. CIK 0001537530 0.334 21 10.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 9.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Man Group plc CIK 0001637460 0.631 2032 9.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 9.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 9.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wolf Hill Capital Management, LP CIK 0001785988 0.205 26 9.3 0.9% 2 -3.5 pp +0.9 pp +0.9 pp +0.9 pp
PEAK6 LLC CIK 0001389958 0.149 850 8.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Swedbank AB CIK 0000946431 0.941 696 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALUEWORKS LLC CIK 0001282189 0.188 38 8.4 2.5% 2 -1.0 pp +2.5 pp +2.5 pp +2.5 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 8.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Impact Advisors, LLC CIK 0001602198 0.253 29 7.1 1.6% 2 -0.5 pp +1.6 pp +1.6 pp +1.6 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Renaissance Capital LLC CIK 0001535058 0.222 52 6.3 3.5% 2 -0.5 pp +3.5 pp +3.5 pp +3.5 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 6.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delta Global Management LP CIK 0001992724 0.029 149 6.2 0.5% 2 -1.7 pp +0.5 pp +0.5 pp +0.5 pp
SEIZERT CAPITAL PARTNERS, LLC CIK 0001134283 0.413 181 5.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 5.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 4.6 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 4.6 0.0% 2 -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 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Global Advisors, LLC CIK 0001580212 0.136 129 4.3 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSSIAM CIK 0001767471 0.182 680 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rip Road Capital Partners LP CIK 0001802893 0.174 14 3.3 3.6% 2 -1.4 pp +3.6 pp +3.6 pp +3.6 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 2.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Night Squared LP CIK 0002058786 0.000 69 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
PRAXIS INVESTMENT MANAGEMENT INC CIK 0001056825 0.490 853 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Italy, S.r.l. CIK 0002006887 0.000 0 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.0 0.0% 0 -0.1 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
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
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
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Rokos Capital Management LLP CIK 0001666335 0.000 134 0.0 0.0% 0 -0.1 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 -1.5 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
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 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 -0.1 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
Allen Investment Management, LLC CIK 0001326234 0.746 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Selkirk Management LLC CIK 0001565432 0.792 13 0.0 0.0% 0 -0.9 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
Roberts Capital Advisors, LLC CIK 0001883719 0.000 0 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.0 pp +0.0 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
Laurion Capital Management LP CIK 0001390202 0.192 253 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maytus Capital Management, LLC CIK 0001708759 0.000 62 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 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 -0.2 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
McAdam, LLC CIK 0001695490 0.802 516 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
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 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
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Simcoe Capital Management, LLC CIK 0001633362 0.544 14 0.0 0.0% 0 -8.3 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 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 CART). Qtrs Held counts distinct quarters this fund has actually held CART (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CART position size. Δ columns are the percentage-point change in CART'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