Signals

← Signals

☆CHRD

463 in-universe funds with a nonzero position in CHRD within the trailing 4 quarters, as of 2025Q3

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

DateTypeWhat happened
2026-08-06 8-K Item(s) 5.02
2026-08-05 8-K Item(s) 2.02, 9.01
2026-05-05 8-K Item(s) 2.02, 9.01
2026-05-01 8-K Item(s) 5.07, 9.01
2026-02-25 8-K Item(s) 2.02, 9.01
2025-11-04 8-K Item(s) 2.02, 9.01
2025-09-30 8-K Item(s) 1.01, 2.03, 9.01
2025-09-17 8-K Item(s) 7.01, 8.01, 9.01
2025-09-16 8-K Item(s) 7.01, 8.01, 9.01
2025-08-06 8-K Item(s) 2.02, 9.01
2017-12-11 Ownership Dilution filing by Chord Energy Corp (424B5)
2016-10-20 Ownership Dilution filing by Chord Energy Corp (424B5)
2016-10-18 Ownership Dilution filing by Chord Energy Corp (424B5)
2016-09-13 Ownership Dilution filing by Chord Energy Corp (424B5)
2016-01-28 Ownership Dilution filing by Chord Energy Corp (424B5)
2015-03-04 Ownership Dilution filing by Chord Energy Corp (424B5)
2013-12-05 Ownership Dilution filing by Chord Energy Corp (424B5)

Flow ranking

Rank#24278
Score / z-0.377 / -0.57
Consensus152.15 over 260 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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
2026-08-06 8-K 5.02
2026-08-05 8-K 2.02, 9.01
2026-05-05 8-K 2.02, 9.01
2026-05-01 8-K 5.07, 9.01
2026-02-25 8-K 2.02, 9.01
2025-11-04 8-K 2.02, 9.01
2025-09-30 8-K 1.01, 2.03, 9.01
2025-09-17 8-K 7.01, 8.01, 9.01
2025-09-16 8-K 7.01, 8.01, 9.01
2025-08-06 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2017-12-11 424B5 Chord Energy Corp
2016-10-20 424B5 Chord Energy Corp
2016-10-18 424B5 Chord Energy Corp
2016-09-13 424B5 Chord Energy Corp
2016-01-28 424B5 Chord Energy Corp
2015-03-04 424B5 Chord Energy Corp
2013-12-05 424B5 Chord Energy Corp

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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆FMR LLC CIK 0000315066 0.989 5571 631.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 589.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 585.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 314.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 218.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 176.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 169.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 122.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 104.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 93.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sourcerock Group LLC CIK 0001822531 0.784 36 93.7 6.4% 2 +1.2 pp +6.4 pp +6.4 pp +6.4 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 91.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 79.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 67.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 65.2 0.0% 2 +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 61.4 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 61.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 57.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palo Duro Investment Partners, LP CIK 0001977128 0.702 32 57.4 18.2% 2 -3.9 pp +18.2 pp +18.2 pp +18.2 pp
☆HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 57.2 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Condire Management, LP CIK 0001847739 0.000 1 52.8 6.3% 2 -1.1 pp +6.3 pp +6.3 pp +6.3 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 49.8 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 45.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 42.6 0.1% 2 -0.0 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 41.5 0.0% 3 -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 40.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Encompass Capital Advisors LLC CIK 0001541901 0.063 53 38.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Aventail Capital Group, LP CIK 0001803822 0.064 155 35.6 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 35.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 33.8 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 33.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 32.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glendon Capital Management LP CIK 0001604350 0.852 26 29.6 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 25.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 25.5 0.0% 2 +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 24.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 23.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 21.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 20.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invenomic Capital Management LP CIK 0001769456 0.090 115 19.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 17.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITEBOX ADVISORS LLC CIK 0001257391 0.000 643 17.3 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆VALUEWORKS LLC CIK 0001282189 0.188 38 16.7 4.9% 2 -0.8 pp +4.9 pp +4.9 pp +4.9 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 15.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 15.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 15.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 14.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 14.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 13.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 13.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 13.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 13.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 11.1 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 11.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 10.5 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 10.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkfeld Wealth Strategies, L.L.C. CIK 0001789382 0.542 119 10.3 3.7% 2 -0.6 pp +3.7 pp +3.7 pp +3.7 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 9.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 9.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OnyxPoint Global Management LP CIK 0001961491 0.396 14 9.1 4.9% 2 +0.2 pp +4.9 pp +4.9 pp +4.9 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 8.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NYL Investors LLC CIK 0001606720 0.732 29 8.2 2.7% 2 +0.5 pp +2.7 pp +2.7 pp +2.7 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 8.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCW GROUP INC CIK 0000850401 0.730 629 8.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 7.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 6.8 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINTON GROUP Ltd CIK 0001612063 0.014 1137 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Phocas Financial Corp. CIK 0001356783 0.164 153 5.9 0.8% 3 +0.2 pp +0.2 pp +0.8 pp +0.8 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEDDOW CAPITAL MANAGEMENT INC CIK 0001278641 0.466 55 5.6 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 5.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MILLER VALUE PARTNERS, LLC CIK 0001135778 0.341 56 5.2 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ninepoint Partners LP CIK 0001715635 0.295 162 5.0 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factorial Partners, LLC CIK 0001732687 0.000 1 4.9 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Magnetar Financial LLC CIK 0001352851 0.768 1133 4.8 0.0% 2 +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% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 4.2 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 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 3.4 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 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Slagle Financial, LLC CIK 0001984918 0.043 127 3.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 3.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 2.8 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 2.6 0.0% 2 -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 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 2.4 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCommodity Management, LLC CIK 0001301743 0.643 124 2.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.1 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 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.0 0.0% 2 -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 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aurora Investment Counsel CIK 0001316397 0.033 113 1.9 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Fund Managers Ltd CIK 0001673907 0.066 174 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 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
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoSphere Capital Management, LLC CIK 0001426876 0.099 38 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN ASSETS INC CIK 0000885118 0.855 12 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Bayforest Capital Ltd CIK 0002048423 0.000 917 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
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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