Signals

← Signals

☆CERT

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

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-08-07 8-K Item(s) 7.01
2026-08-04 8-K Item(s) 2.02, 9.01
2026-08-04 8-K Item(s) 5.02
2026-06-17 8-K Item(s) 5.02, 9.01
2026-06-01 Insider Corcoran Daniel (SVP and General Counsel) acquired via option exercise
2026-06-01 Insider Corcoran Daniel (SVP and General Counsel) disposed via tax withholding ($24,502)
2026-06-01 Insider Corcoran Daniel (SVP and General Counsel) acquired via option exercise
2026-06-01 Insider Corcoran Daniel (SVP and General Counsel) disposed via tax withholding ($45,937)
2026-06-01 Insider Anhalt Rona (Chief Human Resources Officer) acquired via option exercise
2026-06-01 Insider Anhalt Rona (Chief Human Resources Officer) disposed via tax withholding ($13,043)
2026-05-15 8-K Item(s) 5.07
2026-05-14 Insider Collins Cynthia acquired via option exercise
2026-05-14 Insider CASHMAN JAMES E III acquired via option exercise
2026-05-14 Insider Bedi Arjun acquired via option exercise
2026-05-14 Insider Reynders John V W (Chief Financial Officer) acquired via option exercise
2026-05-11 8-K Item(s) 2.02, 8.01, 9.01
2026-04-28 Ownership Dilution filing by Certara, Inc. (D)
2026-04-22 8-K Item(s) 1.01, 9.01
2026-03-31 8-K Item(s) 5.02
2026-02-26 8-K Item(s) 2.02, 9.01
2025-12-11 8-K Item(s) 5.02, 9.01
2025-03-28 Ownership Dilution filing by Certara, Inc. (D)
2024-03-27 Ownership Dilution filing by Certara, Inc. (D)
2021-09-29 Ownership Dilution filing by Certara, Inc. (D)

Flow ranking

Rank#1822
Score / z0.000 / 0.02
Consensus103.28 over 167 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest-6% / 4.6d

Forensics

Clean as of 2026Q2
Accrual ratio-0.047
F-score—
M-score—
Net issuance-781.3%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-06-01 Corcoran Daniel M —
2026-06-01 Corcoran Daniel F $24,502
2026-06-01 Corcoran Daniel M —
2026-06-01 Corcoran Daniel F $45,937
2026-06-01 Anhalt Rona M —
2026-06-01 Anhalt Rona F $13,043
2026-05-14 Collins Cynthia M —
2026-05-14 CASHMAN JAMES E III M —
2026-05-14 Bedi Arjun M —
2026-05-14 Reynders John V W M —
Showing the 10 most recent.

8-K events

Negative / total0 / 3
FiledFormItems
2026-08-07 8-K 7.01
2026-08-04 8-K 2.02, 9.01
2026-08-04 8-K 5.02
2026-06-17 8-K 5.02, 9.01
2026-05-15 8-K 5.07
2026-05-11 8-K 2.02, 8.01, 9.01
2026-04-22 8-K 1.01, 9.01
2026-03-31 8-K 5.02
2026-02-26 8-K 2.02, 9.01
2025-12-11 8-K 5.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 1
FiledFormFiler
2026-04-28 D Certara, Inc.
2025-03-28 D Certara, Inc.
2024-03-27 D Certara, Inc.
2021-09-29 D Certara, Inc.

LLM reads

Ticker EvalMixed
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 81.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 48.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DEERFIELD MANAGEMENT COMPANY, L.P. CIK 0001009258 0.810 82 44.5 0.5% 4 -0.4 pp -0.7 pp -0.3 pp +0.5 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 39.1 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆WASATCH ADVISORS LP CIK 0000814133 0.571 219 30.1 0.2% 4 -0.7 pp -0.9 pp -0.6 pp +0.2 pp
☆ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 26.2 0.7% 4 -0.4 pp -1.0 pp -1.0 pp +0.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 25.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 22.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 19.5 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 18.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 16.9 0.1% 4 -0.1 pp -0.2 pp -0.2 pp +0.1 pp
☆GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 15.6 0.3% 4 -0.6 pp -1.0 pp -0.9 pp +0.3 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 15.5 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 15.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 14.3 0.1% 4 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 12.1 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 11.6 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 9.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 8.8 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 8.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kopion Asset Management, LLC CIK 0001728689 0.503 21 7.3 5.7% 4 -0.5 pp +0.5 pp +1.1 pp +5.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 7.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 5.2 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 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tejara Capital Ltd CIK 0001879713 0.057 66 4.5 1.5% 4 +0.1 pp -0.3 pp +0.7 pp +1.5 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Topline Capital Management, LLC CIK 0001792549 0.392 36 4.3 0.7% 3 -0.9 pp -0.4 pp +0.7 pp +0.7 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.7 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 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Select Equity Group, L.P. CIK 0001592643 0.705 143 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 3.2 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.2 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 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 2.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Granite Investment Partners, LLC CIK 0001542266 0.322 277 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 2.0 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 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 1.3 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 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 1.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bastion Asset Management Inc. CIK 0001977794 0.007 54 1.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Global Alpha Capital Management Ltd. CIK 0001584691 0.465 48 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NANO CAP NEW MILLENNIUM GROWTH FUND L P CIK 0001277890 0.056 135 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Atom Investors LP CIK 0001738902 0.004 818 0.8 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 0.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 0.6 0.0% 4 -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 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bellevue Group AG CIK 0001674546 0.451 148 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIER 88 INVESTMENT PARTNERS LLC CIK 0001697366 0.213 110 0.5 0.1% 4 -0.1 pp -0.2 pp -0.0 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 0.3 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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mendel Money Management CIK 0001600585 0.195 127 0.3 0.1% 4 -0.2 pp -0.6 pp -0.6 pp +0.1 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entropy Technologies, LP CIK 0001976151 0.010 929 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 4 +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 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Persistent Asset Partners Ltd CIK 0002056052 0.000 725 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rudius Management LP CIK 0001835407 0.758 7 0.2 0.0% 1 +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 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Jain Global LLC CIK 0002024579 0.024 1417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 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
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Parkman Healthcare Partners LLC CIK 0001777015 0.071 76 0.0 0.0% 0 -0.3 pp -0.7 pp -0.7 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
☆SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 0001085936 0.494 243 0.0 0.0% 0 -0.0 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
☆NORGES BANK CIK 0001374170 0.994 1617 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
☆AlphaQuest LLC CIK 0001883897 0.000 0 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
☆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
☆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
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 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
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 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 -0.2 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
☆Pier Capital, LLC CIK 0001310051 0.081 129 0.0 0.0% 0 -1.2 pp -1.4 pp -1.2 pp +0.0 pp
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☆Roubaix Capital, LLC CIK 0001769700 0.005 50 0.0 0.0% 0 -2.1 pp -3.0 pp -1.6 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
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 0.0 0.0% 0 +0.0 pp -0.8 pp -1.3 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 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 +0.0 pp -0.6 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
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 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 CERT). Qtrs Held counts distinct quarters this fund has actually held CERT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CERT position size. Δ columns are the percentage-point change in CERT'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