Signals

CDP

395 in-universe funds with a nonzero position in CDP within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#3268
Score / z0.000 / -0.02
Consensus125.96 over 202 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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
2026-07-27 8-K 2.02, 9.01
2026-05-20 8-K 5.07, 9.01
2026-04-27 8-K 2.02, 9.01
2026-02-05 8-K 2.02, 9.01
2026-02-04 8-K 5.02, 9.01
2025-10-30 8-K 2.02, 9.01
2025-10-10 8-K 1.01, 2.03, 9.01
2025-10-02 8-K 1.01, 9.01
2025-09-29 8-K 8.01, 9.01
2025-09-23 8-K 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-09-25 424B5 COPT DEFENSE PROPERTIES
2025-09-23 424B5 COPT DEFENSE PROPERTIES
2022-05-16 424B5 COPT DEFENSE PROPERTIES
2021-11-04 424B5 COPT DEFENSE PROPERTIES
2021-11-02 424B5 COPT DEFENSE PROPERTIES
2021-08-04 424B5 COPT DEFENSE PROPERTIES
2021-08-02 424B5 COPT DEFENSE PROPERTIES
2021-03-05 424B5 COPT DEFENSE PROPERTIES
2021-03-03 424B5 COPT DEFENSE PROPERTIES
2020-09-14 424B5 COPT DEFENSE PROPERTIES
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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 724.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 439.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 271.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 252.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 185.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 160.9 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 126.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Channing Capital Management, LLC CIK 0001302404 0.414 106 105.2 2.4% 5 +0.1 pp +0.4 pp +0.2 pp +0.6 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 103.4 0.8% 5 +0.1 pp -0.0 pp +0.0 pp -0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 86.2 0.0% 5 +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 84.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 80.2 0.1% 5 +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 76.0 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRS Advisors, LLC CIK 0001544554 0.101 27 70.3 5.9% 4 +0.9 pp +3.3 pp +3.3 pp +5.9 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 68.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 63.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 62.6 0.0% 5 -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 61.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 60.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 57.3 0.0% 5 +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 47.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 47.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 45.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 35.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 35.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 33.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 32.7 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 27.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 27.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 26.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 26.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 25.4 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 25.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 24.5 0.0% 5 +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 24.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 22.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 21.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leeward Investments, LLC - MA CIK 0001923173 0.390 140 20.6 0.9% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 20.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 19.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 18.5 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 18.2 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 17.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 16.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 14.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 14.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 13.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 13.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 12.9 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
FMR LLC CIK 0000315066 0.989 5571 12.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 11.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 11.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
DAVIS SELECTED ADVISERS CIK 0001036325 0.905 112 10.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 10.4 0.0% 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 10.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 9.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 9.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 8.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 7.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 7.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 6.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 6.2 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 6.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 5.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 4.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 4.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 4.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 4.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 4.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 4.0 0.2% 4 -0.1 pp -0.3 pp -0.0 pp +0.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.9 0.0% 5 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 3.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 3.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 2.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 2.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hazelview Securities Inc. CIK 0001705265 0.333 83 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 2.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CENTERSQUARE INVESTMENT MANAGEMENT LLC CIK 0001725296 0.917 80 1.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 1.7 0.1% 1 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 1.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Element Squared LLC CIK 0002086643 0.213 49 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 1.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 1.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Passive Capital Management, LLC. CIK 0001958250 0.735 94 1.2 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 1.1 0.0% 5 +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 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 1.0 0.0% 5 +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 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WESTPAC BANKING CORP (WBKCY, WEBNF) CIK 0000719245 0.475 498 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 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
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Alpha Wave Global, LP CIK 0001558858 0.000 25 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
Carmel Capital Partners, LLC CIK 0001900481 0.216 134 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sapience Investments, LLC CIK 0001682598 0.022 114 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp -1.5 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 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
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 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
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Vanderbilt University CIK 0001825985 0.404 74 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CIK 0001033984 0.658 101 0.0 0.0% 0 -0.0 pp -0.4 pp -0.6 pp -0.5 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
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CSS LLC/IL CIK 0001103646 0.116 766 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
M&G Plc CIK 0001802539 0.820 370 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.224 95 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Presima Securities ULC CIK 0001399360 0.000 0 0.0 0.0% 0 -1.1 pp -1.1 pp -0.5 pp -0.4 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 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
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
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 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
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 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
Spire Wealth Management CIK 0001858740 0.515 2226 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
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
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 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 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 +0.0 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
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
AlphaGrep UK Ltd CIK 2148988 0.006 697 0.0 0.0% 0 -0.1 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 +0.0 pp +0.0 pp -0.1 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +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% 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
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenland Capital Management LP CIK 0001896430 0.029 237 0.0 0.0% 0 +0.0 pp -0.7 pp -0.5 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 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
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp -0.0 pp
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC CIK 0001085601 0.755 44 0.0 0.0% 0 +0.0 pp -0.2 pp -0.5 pp -0.8 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
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
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bayhunt Capital LLC CIK 0002058173 0.037 23 0.0 0.0% 0 -3.4 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 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 CDP). Qtrs Held counts distinct quarters this fund has actually held CDP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CDP position size. Δ columns are the percentage-point change in CDP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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