Signals

CFR

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

Flow ranking

Rank#3321
Score / z0.000 / -0.02
Consensus189.80 over 347 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 / 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 1,133.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 690.0 1.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 497.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 494.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 429.2 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 419.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 345.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 255.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 206.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 192.5 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 176.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 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 148.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 146.4 0.0% 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 130.2 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 115.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 113.2 0.9% 5 -0.2 pp -0.1 pp -0.2 pp -0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 101.1 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 100.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 97.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 91.2 0.7% 5 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 89.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 85.0 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 80.1 0.1% 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 79.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 74.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 71.1 0.6% 5 +0.2 pp -0.3 pp -0.3 pp -0.3 pp
Artemis Investment Management LLP CIK 0001535385 0.328 213 67.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 62.3 0.7% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 61.8 0.4% 2 +0.0 pp +0.4 pp -0.1 pp -0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 61.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 60.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Champlain Investment Partners, LLC CIK 0001315478 0.213 129 58.7 1.5% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 54.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 51.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 46.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 41.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 40.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 37.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 36.4 0.6% 5 -0.2 pp -0.2 pp +0.1 pp -0.1 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 35.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 33.8 0.9% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 33.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 28.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 28.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 28.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 27.7 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 25.7 0.0% 7 +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 25.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 24.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.3 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 23.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 23.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 23.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 21.9 0.1% 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 21.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Polaris Capital Management, LLC CIK 0001316926 0.455 84 20.6 1.9% 5 -0.3 pp -0.3 pp -0.1 pp -0.2 pp
Swiss National Bank CIK 0001582202 0.961 2301 18.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 18.0 0.2% 5 +0.0 pp -0.1 pp -0.3 pp -0.5 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 18.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 17.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 16.4 0.0% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arbejdsmarkedets Tillaegspension CIK 0002105395 0.283 164 16.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 16.1 0.7% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 14.7 0.1% 5 -0.4 pp -0.6 pp -0.6 pp -0.5 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 13.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 13.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 13.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 12.7 0.4% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 12.5 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 11.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 11.0 0.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 11.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Martin Capital Partners, LLC CIK 0001731216 0.226 72 10.8 4.0% 5 +0.4 pp +0.6 pp +0.7 pp +0.6 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 10.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 10.4 0.0% 5 +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 10.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 10.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 9.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 8.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 8.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 8.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenfield Seitz Capital Management, LLC CIK 0002097528 0.357 107 8.3 2.5% 7 +0.3 pp +0.2 pp +0.3 pp +0.1 pp
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 8.2 2.3% 5 +0.1 pp +0.3 pp +1.0 pp +1.0 pp
ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 8.0 1.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 7.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 7.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 7.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 7.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 7.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 7.3 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 7.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 6.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 6.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JB Capital LLC CIK 0001879371 0.629 280 6.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 6.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EFG International AG CIK 0002109868 0.615 1088 5.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 5.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 5.6 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 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 5.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glass Wealth Management Co LLC CIK 0002017692 0.375 69 5.2 1.8% 5 +0.0 pp +0.0 pp -0.1 pp -0.5 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 5.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 5.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 5.0 0.1% 6 -0.0 pp -0.2 pp -0.7 pp -0.7 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 4.7 0.0% 5 -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 4.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 4.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Covea Finance CIK 0001636948 0.445 153 4.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 4.2 0.0% 5 -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 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOMESTEAD ADVISERS CORP CIK 0000944804 0.479 124 3.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TRB Wealth Management, LLC CIK 0002130988 0.545 296 3.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 3.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Callahan Advisors, LLC CIK 0001395055 0.520 181 3.7 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Riverwater Partners LLC CIK 0001882572 0.130 209 3.7 1.1% 5 +0.0 pp +0.3 pp +0.4 pp +0.3 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 3.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 3.4 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 3.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 3.3 0.2% 5 -0.0 pp -0.2 pp -0.4 pp -0.4 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.2 0.0% 7 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 3.1 0.0% 5 -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 3.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cardinal Capital Management CIK 0001434845 0.362 138 3.0 0.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 3.0 0.0% 4 -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 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rydar Equities, Inc. CIK 0002065487 0.195 107 2.8 1.6% 3 +1.3 pp +1.4 pp +1.6 pp +1.6 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 2.7 0.0% 5 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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HighPoint Advisor Group LLC CIK 0001616034 0.583 691 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
JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 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
NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WASHINGTON CAPITAL MANAGEMENT, INC CIK 0000928566 0.160 113 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.4 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 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
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 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
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Fieldview Capital Management, LLC CIK 0002040221 0.000 507 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 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
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
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
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 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 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Vestcor Inc CIK 0001536925 0.400 1189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Hamilton Capital Partners Inc. CIK 2141005 0.591 214 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 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
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Matrix Trust Co CIK 0001784277 0.681 101 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Trust Point Inc. CIK 0001635633 0.568 463 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 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 -0.1 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
KEMPNER CAPITAL MANAGEMENT INC. CIK 0000898399 0.200 43 0.0 0.0% 0 +0.0 pp -4.0 pp -3.6 pp -2.4 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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
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 (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