Signals

CFR

555 in-universe funds with a nonzero position in CFR within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#3031
Score / z0.000 / -0.01
Consensus158.12 over 283 funds
Momentumnot computed

Price & positioning

227 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 / 2
FiledFormItems
2026-08-17 8-K 7.01, 9.01
2026-07-30 8-K 2.02, 9.01
2026-04-30 8-K 2.02, 9.01
2026-04-29 8-K 5.07
2026-03-03 8-K/A 7.01, 9.01
2026-02-11 8-K 7.01, 9.01
2026-01-30 8-K 5.02, 9.01
2026-01-29 8-K 2.02, 9.01
2025-10-30 8-K 2.02, 9.01
2025-09-15 8-K 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2020-11-12 424B5 CULLEN/FROST BANKERS, INC.
2017-03-14 424B5 CULLEN/FROST BANKERS, INC.
2017-03-10 424B5 CULLEN/FROST BANKERS, INC.

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 892.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 811.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 634.4 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 424.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 168.7 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 163.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 155.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Champlain Investment Partners, LLC CIK 0001315478 0.213 129 147.9 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 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 137.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.672 396 132.2 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 122.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 120.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 116.0 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 100.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 98.6 0.8% 3 -0.1 pp +0.3 pp +0.8 pp +0.8 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 94.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 93.6 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 93.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 92.9 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 87.2 0.0% 3 -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 83.8 0.0% 3 +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 81.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 78.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 68.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 66.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 63.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 51.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 45.2 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 40.9 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 40.8 0.8% 3 +0.3 pp +0.0 pp +0.8 pp +0.8 pp
FMR LLC CIK 0000315066 0.989 5571 39.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 38.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 36.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 34.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 33.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 31.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 29.9 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 27.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 27.6 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
Polaris Capital Management, LLC CIK 0001316926 0.455 84 27.2 2.3% 3 +0.2 pp +0.1 pp +2.3 pp +2.3 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 26.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 23.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 23.0 0.3% 3 -0.3 pp -0.4 pp +0.3 pp +0.3 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 21.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 21.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 20.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 20.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Formuepleje A/S CIK 1801212 0.374 96 20.0 1.2% 4 -0.1 pp +0.7 pp +0.7 pp +1.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 19.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 19.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 19.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 19.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 18.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 18.6 0.0% 3 +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 17.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 17.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 17.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 17.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 16.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 16.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 16.2 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
Swiss National Bank CIK 0001582202 0.961 2301 15.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 14.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 13.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 13.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 13.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 12.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 11.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 11.2 0.3% 4 -0.5 pp -0.5 pp -0.5 pp +0.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 10.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 9.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 9.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Martin Capital Partners, LLC CIK 0001731216 0.226 72 8.9 3.3% 3 +0.1 pp -0.0 pp +3.3 pp +3.3 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 8.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 8.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 8.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 7.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 7.6 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 7.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 6.8 2.0% 3 +0.8 pp +0.7 pp +2.0 pp +2.0 pp
Greenfield Seitz Capital Management, LLC CIK 0002097528 0.356 107 6.8 2.2% 5 +0.0 pp -0.2 pp -0.3 pp -0.4 pp
ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 6.8 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
Argent Trust Co CIK 0001625292 0.533 769 6.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 6.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Oak Harvest Investment Services CIK 0001839430 0.239 160 5.8 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
Vest Financial, LLC CIK 0001709632 0.555 420 5.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
STRS OHIO CIK 0000820478 0.777 2154 5.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 5.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 5.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SPRUCEGROVE INVESTMENT MANAGEMENT LTD CIK 0001234074 0.871 40 5.2 0.6% 3 -0.5 pp -0.7 pp +0.6 pp +0.6 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 5.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 5.1 0.3% 3 -0.2 pp -0.3 pp +0.3 pp +0.3 pp
Numerai GP LLC CIK 0001668527 0.018 710 4.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 4.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KEMPNER CAPITAL MANAGEMENT INC. CIK 0000898399 0.200 43 4.3 4.0% 3 +0.4 pp +1.6 pp +4.0 pp +4.0 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 4.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Glass Wealth Management Co LLC CIK 0002017692 0.375 69 4.2 1.7% 3 -0.2 pp -0.6 pp +1.7 pp +1.7 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.0 0.0% 1 +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 4.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 3.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 3.5 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 3.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JB Capital LLC CIK 0001879371 0.629 280 3.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Callahan Advisors, LLC CIK 0001395055 0.520 181 3.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.3 0.0% 3 -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 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOMESTEAD ADVISERS CORP CIK 0000944804 0.479 124 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
First National Advisers, LLC CIK 0001941030 0.386 251 3.1 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 3.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 2.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 2.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 2.6 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 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cardinal Capital Management CIK 0001434845 0.362 138 2.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.3 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 2.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
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INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUSSMAN STRATEGIC ADVISORS, INC. CIK 0001179475 0.008 231 0.0 0.0% 0 -0.2 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 -0.1 pp +0.0 pp +0.0 pp
Fieldview Capital Management, LLC CIK 0002040221 0.000 507 0.0 0.0% 0 +0.0 pp -0.1 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
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
ALPS ADVISORS INC CIK 0001376113 0.942 1170 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
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
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.021 253 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
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Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 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
VELA Investment Management, LLC CIK 0001895612 0.203 132 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
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Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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WINTON GROUP Ltd CIK 0001612063 0.014 1137 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
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 CFR). Qtrs Held counts distinct quarters this fund has actually held CFR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CFR position size. Δ columns are the percentage-point change in CFR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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