Signals

CHRD

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

Flow ranking

Rank#3364
Score / z0.000 / -0.02
Consensus178.12 over 322 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

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

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 807.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 365.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 362.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 335.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 322.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 290.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 271.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 222.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 219.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 209.2 0.1% 5 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 139.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 135.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 131.2 0.2% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Sourcerock Group LLC CIK 0001822531 0.784 36 125.3 6.5% 5 -1.2 pp +0.6 pp +0.1 pp +1.3 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 86.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 78.0 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 70.2 0.0% 7 -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 67.9 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 66.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 63.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Condire Management, LP CIK 0001847739 0.000 1 56.8 6.6% 5 -1.0 pp +1.7 pp +0.3 pp -0.8 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 51.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 49.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 47.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 42.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 40.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 39.4 0.1% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
Palo Duro Investment Partners, LP CIK 0001977128 0.702 32 37.8 7.3% 5 -4.4 pp -5.5 pp -10.9 pp -14.8 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 37.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 35.7 2.0% 5 -0.1 pp +0.5 pp -1.1 pp -1.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 35.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Goehring & Rozencwajg Associates, LLC CIK 0001863154 0.771 41 35.1 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 28.7 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 24.7 0.0% 1 +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 22.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Glendon Capital Management LP CIK 0001604350 0.852 26 21.5 2.8% 5 -0.5 pp +1.1 pp +1.2 pp +1.2 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 19.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 19.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 18.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 18.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VALUEWORKS LLC CIK 0001282189 0.188 38 17.8 3.7% 5 -2.7 pp -0.4 pp -1.2 pp -2.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 17.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 17.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 17.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 17.2 0.2% 1 +0.2 pp +0.0 pp +0.0 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 16.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 16.4 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 16.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 15.9 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 14.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
WHITEBOX ADVISORS LLC CIK 0001257391 0.000 643 14.2 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.3 pp
Creative Planning CIK 0001540235 0.979 4196 13.8 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 13.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
RWC Asset Management LLP CIK 0001520478 0.536 160 13.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Swiss National Bank CIK 0001582202 0.961 2301 13.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 12.5 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 12.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 12.2 0.2% 3 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 12.0 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 11.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkfeld Wealth Strategies, L.L.C. CIK 0001789382 0.542 119 10.9 3.3% 5 -0.8 pp +0.2 pp -0.5 pp -1.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 10.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 9.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 9.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 9.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 9.5 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 8.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 8.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 8.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 8.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 8.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 8.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MILLER VALUE PARTNERS, LLC CIK 0001135778 0.341 56 7.9 1.9% 5 -0.7 pp -0.0 pp -0.1 pp -0.3 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 7.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 7.4 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 7.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 6.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 6.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 6.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 6.3 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phocas Financial Corp. CIK 0001356783 0.164 153 5.7 0.8% 6 -0.4 pp -0.1 pp +0.0 pp +0.2 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 5.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIR Capital Management, L.P. CIK 0001434997 0.033 79 5.6 0.6% 2 -1.7 pp +0.6 pp +0.6 pp -2.6 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 5.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OnyxPoint Global Management LP CIK 0001961491 0.396 14 5.3 5.6% 5 +2.7 pp +1.3 pp +0.7 pp +0.9 pp
Ninepoint Partners LP CIK 0001715635 0.295 162 5.1 0.5% 1 +0.5 pp -0.1 pp -0.2 pp -0.5 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventail Capital Group, LP CIK 0001803822 0.064 155 5.0 0.3% 5 -0.2 pp -0.2 pp -1.4 pp -1.3 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 4.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 4.7 0.2% 5 -0.2 pp -0.0 pp +0.0 pp -0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 4.5 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 4.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Man Group plc CIK 0001637460 0.631 2032 4.4 0.0% 2 +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 3.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 3.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 3.8 0.2% 1 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
Seneca House Advisors CIK 0001731359 0.316 103 3.7 1.3% 3 -0.8 pp +0.1 pp +1.3 pp +1.3 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 3.5 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 3.5 0.1% 2 -0.6 pp +0.1 pp +0.1 pp -0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 3.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 3.4 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 3.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 3.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 3.0 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 2.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 2.7 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 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 2.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 2.6 0.0% 4 -0.0 pp +0.0 pp -0.2 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 2.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 2.4 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 2.4 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 2.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 2.4 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 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCommodity Management, LLC CIK 0001301743 0.643 124 2.3 0.5% 5 -0.5 pp -0.1 pp +0.1 pp +0.1 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 2.3 0.8% 3 +0.4 pp +0.6 pp +0.8 pp +0.8 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 2.2 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 2.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 2.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 1.6 1.2% 5 -0.6 pp -0.1 pp -0.9 pp -1.1 pp
PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.133 71 1.6 1.2% 5 -0.5 pp +0.4 pp +0.3 pp +0.3 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Dalton Investments, Inc. CIK 0001388838 0.703 16 1.5 1.4% 5 -0.5 pp +0.5 pp +0.5 pp +0.7 pp
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Interval Partners, LP CIK 0001590228 0.034 216 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NYL Investors LLC CIK 0001606720 0.731 29 0.0 0.0% 0 +0.0 pp +0.0 pp -2.7 pp -2.2 pp
Hartree Partners, LP CIK 0001597857 0.130 112 0.0 0.0% 0 -1.7 pp -0.5 pp -0.1 pp +0.0 pp
Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 0.265 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
INFRASTRUCTURE CAPITAL ADVISORS, LLC CIK 0001621802 0.311 179 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 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 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
NATIXIS CIK 0001274981 0.561 1107 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 CHRD). Qtrs Held counts distinct quarters this fund has actually held CHRD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CHRD position size. Δ columns are the percentage-point change in CHRD'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