Signals

CB

2378 in-universe funds with a nonzero position in CB within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#23262
Score / z-3.328 / -3.04
Consensus642.07 over 1266 funds
Momentumno 12m return

Price & positioning

251 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
2026-07-21 8-K 2.02, 9.01
2026-06-10 8-K 8.01, 9.01
2026-05-22 8-K 5.02, 5.03, 5.07, 9.01
2026-05-20 8-K 8.01, 9.01
2026-04-21 8-K 2.02, 9.01
2026-03-11 8-K 5.03, 9.01
2026-02-03 8-K 2.02, 9.01
2025-12-08 8-K 7.01
2025-11-04 8-K 5.02, 7.01, 9.01
2025-10-21 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)
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
BERKSHIRE HATHAWAY INC (BRK-A, BRK-B) CIK 0001067983 0.997 29 11,162.8 4.2% 4 +0.3 pp +0.9 pp +1.2 pp +4.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 9,089.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 5,461.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
GQG Partners LLC CIK 0001697233 0.860 102 4,047.7 6.4% 4 -0.0 pp +1.7 pp +2.4 pp +6.4 pp
FMR LLC CIK 0000315066 0.989 5571 3,983.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 2,966.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 2,146.7 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 2,056.3 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Capital Research Global Investors CIK 0001422848 0.983 426 2,052.5 0.3% 4 -0.0 pp +0.0 pp -0.1 pp +0.3 pp
Capital World Investors CIK 0001422849 0.974 637 1,973.3 0.3% 4 -0.2 pp -0.1 pp -0.2 pp +0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,732.3 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 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 1,638.0 0.1% 6 +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 1,599.9 0.1% 5 +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 1,519.5 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,325.3 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1,249.9 0.6% 4 -0.1 pp +0.1 pp +0.2 pp +0.6 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,166.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,114.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1,111.4 0.2% 2 +0.1 pp +0.2 pp +0.0 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 935.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 931.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 840.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Capital International Investors CIK 0001562230 0.968 446 764.4 0.2% 4 +0.1 pp +0.0 pp -0.1 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 745.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 741.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 701.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 681.0 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 664.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 576.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 542.5 0.4% 4 +0.1 pp +0.2 pp +0.1 pp +0.4 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 523.4 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Amundi CIK 0001330387 0.000 1 522.6 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 428.0 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 425.5 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 423.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 422.1 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 418.9 0.1% 6 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 407.6 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
DAVIS SELECTED ADVISERS CIK 0001036325 0.905 112 389.6 1.8% 4 +0.1 pp +0.2 pp +0.1 pp +1.8 pp
ALTRINSIC GLOBAL ADVISORS LLC CIK 0001167388 0.901 55 385.8 13.8% 4 -0.9 pp -0.3 pp -0.8 pp +13.8 pp
National Pension Service CIK 0001608046 0.956 552 378.5 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Swiss National Bank CIK 0001582202 0.961 2301 357.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 348.4 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 316.7 0.5% 4 -0.0 pp -0.2 pp -0.2 pp +0.5 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 316.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 309.8 61.7% 4 -1.8 pp +1.1 pp -0.5 pp +61.7 pp
Troy Asset Management Ltd CIK 0001601407 0.937 29 285.1 8.5% 4 +2.1 pp +2.8 pp +2.2 pp +8.5 pp
Boston Partners CIK 0001386060 0.833 802 280.4 0.3% 4 +0.0 pp +0.0 pp -0.2 pp +0.3 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 278.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 276.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 270.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 267.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 264.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 248.6 1.5% 4 +0.1 pp +0.4 pp +0.3 pp +1.5 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 242.4 1.1% 4 +0.0 pp +0.1 pp -0.1 pp +1.1 pp
Alphinity Investment Management Pty Ltd CIK 0001731012 0.631 27 229.5 4.0% 4 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 228.3 0.6% 6 +0.1 pp +0.5 pp +0.4 pp +0.3 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 228.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 224.8 0.3% 4 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 220.6 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 219.7 2.3% 4 -0.1 pp +0.1 pp -0.0 pp +2.3 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 219.7 0.5% 3 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 216.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 214.4 0.3% 6 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 212.6 1.9% 4 +0.1 pp +0.3 pp +0.2 pp +1.9 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 207.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 203.4 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 203.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 194.2 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 193.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 186.0 0.2% 6 +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 185.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 178.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 178.1 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 177.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 177.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 177.1 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 176.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 174.7 0.6% 4 +0.1 pp -0.0 pp -0.1 pp +0.6 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 174.3 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 169.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 169.9 1.0% 4 +0.2 pp +0.3 pp -0.1 pp +1.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 169.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 164.6 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 161.4 0.2% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
Davis Asset Management, L.P. CIK 0001945894 0.885 85 161.2 4.7% 4 -0.4 pp +0.1 pp -0.4 pp +4.7 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 157.1 2.4% 4 +0.0 pp +0.3 pp +0.2 pp +2.4 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 144.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 138.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 137.1 2.2% 4 +0.2 pp +0.3 pp +0.2 pp +2.2 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 136.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 133.7 2.6% 4 +0.1 pp +1.0 pp +0.9 pp +2.6 pp
Vest Financial, LLC CIK 0001709632 0.555 420 133.3 1.6% 4 +0.0 pp +0.2 pp +0.2 pp +1.6 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 132.5 0.4% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 131.5 0.7% 4 -0.0 pp +0.0 pp -0.0 pp +0.7 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 131.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 130.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 126.7 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 126.1 1.6% 4 +0.1 pp +0.3 pp +0.2 pp +1.6 pp
Korea Investment CORP CIK 0001441689 0.896 677 118.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 118.6 0.7% 4 +0.0 pp +0.1 pp +0.0 pp +0.7 pp
COOKE & BIELER LP CIK 0000024386 0.694 100 114.0 1.3% 4 -0.6 pp -0.5 pp -0.2 pp +1.3 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 112.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 107.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 103.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 101.6 2.0% 4 +0.4 pp +0.9 pp +0.4 pp +2.0 pp
AVIVA PLC CIK 0001140022 0.925 854 100.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 100.6 0.2% 4 +0.1 pp +0.2 pp -0.1 pp +0.2 pp
Boston Trust Walden Corp CIK 0001534866 0.672 396 99.5 0.8% 4 +0.0 pp +0.1 pp -0.0 pp +0.8 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 98.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 94.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 93.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Rathbones Group PLC CIK 0001351991 0.902 665 91.4 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 91.1 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 88.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 88.2 2.7% 3 +0.1 pp +0.6 pp +2.7 pp +2.7 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 87.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 86.6 2.4% 3 +0.1 pp +0.3 pp +2.4 pp +2.4 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 85.4 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 84.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 83.6 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
CACTI ASSET MANAGEMENT LLC CIK 0001452208 0.844 76 83.2 5.0% 4 +0.2 pp +0.3 pp -0.2 pp +5.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 83.1 0.1% 4 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 81.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 81.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 81.0 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
DAVIS R M INC CIK 0000891287 0.824 280 80.6 1.4% 4 +0.1 pp +0.2 pp +0.1 pp +1.4 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 80.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 80.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
HOMESTEAD ADVISERS CORP CIK 0000944804 0.479 124 79.4 2.1% 4 -0.1 pp +0.1 pp -0.0 pp +2.1 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 78.5 2.2% 4 -0.0 pp +0.2 pp -0.0 pp +2.2 pp
Cornerstone Investment Partners, LLC CIK 0001328062 0.683 312 75.3 3.2% 4 +0.2 pp -0.1 pp -0.4 pp +3.2 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 74.3 0.9% 4 -0.0 pp +0.1 pp -0.0 pp +0.9 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 74.2 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 73.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Talaria Asset Management Pty Ltd CIK 0002026352 0.747 12 72.8 14.7% 4 +1.3 pp +3.4 pp +10.7 pp +14.7 pp
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 0.378 131 72.5 3.5% 4 +1.4 pp +1.6 pp +1.6 pp +3.5 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 72.1 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 71.3 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND CIK 0001540880 0.830 525 71.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Swedbank AB CIK 0000946431 0.941 696 70.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 68.1 0.4% 5 +0.0 pp +0.1 pp -0.1 pp -0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 68.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 67.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 66.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Citizens Business Bank CIK 0001948632 0.474 139 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
XML Financial, LLC CIK 0001800465 0.420 447 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 -0.4 pp -0.7 pp -0.3 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Delta Global Management LP CIK 0001992724 0.029 149 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
STANCE CAPITAL LLC CIK 0002056334 0.005 340 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BRIGHT ROCK CAPITAL MANAGEMENT, LLC CIK 0001509973 0.259 73 0.0 0.0% 0 -2.8 pp -2.5 pp -2.6 pp +0.0 pp
Liberty Capital Management, Inc. CIK 0001366838 0.372 184 0.0 0.0% 0 -1.0 pp -0.9 pp -1.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 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
Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
CULBERTSON A N & CO INC CIK 0001224890 0.574 140 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.4 pp -0.3 pp -0.4 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Fullerton Fund Management Co Ltd. CIK 0001592746 0.427 119 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ally Financial Inc. (ALLY) CIK 0000040729 0.185 131 0.0 0.0% 0 -0.4 pp -0.2 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
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Copeland Capital Management, LLC CIK 0001541743 0.466 265 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ASAHI LIFE ASSET MANAGEMENT CO., LTD. CIK 0001564835 0.079 158 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.645 109 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Capula Management Ltd CIK 0001557017 0.914 303 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 -0.1 pp +0.0 pp
Kensington Investment Counsel, LLC CIK 0001845536 0.237 85 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
E Fund Management Co., Ltd. CIK 0001842296 0.366 488 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 +0.0 pp -0.1 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
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 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 -0.1 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
STONERIDGE INVESTMENT PARTNERS LLC CIK 0001108831 0.032 146 0.0 0.0% 0 +0.0 pp -2.8 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SRN Advisors, LLC CIK 0001872370 0.066 98 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gradient Investments LLC CIK 0001542265 0.563 448 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 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 -0.1 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 -0.3 pp +0.0 pp
PAYDEN & RYGEL CIK 0000919219 0.212 131 0.0 0.0% 0 +0.0 pp -0.0 pp -0.9 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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 CB). Qtrs Held counts distinct quarters this fund has actually held CB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CB position size. Δ columns are the percentage-point change in CB'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