Signals

CRSP

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

Flow ranking

Rank#365
Score / z0.510 / 0.76
Consensus177.57 over 307 funds
Momentumno 12m return

Price & positioning

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

Forensics

Clean as of 2026Q2
Accrual ratio-0.003
F-score
M-score
Net issuance-59.1%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-17 Behbahani Ali M $420,000
2026-09-17 Behbahani Ali S $780,935
2025-08-06 Behbahani Ali J
2025-08-06 Behbahani Ali J

8-K events

Negative / total0 / 1
FiledFormItems
2026-08-03 8-K 2.02, 9.01
2026-06-04 8-K 5.02, 5.03, 5.07, 9.01
2026-05-04 8-K 2.02, 9.01
2026-03-16 8-K 1.01, 2.03, 3.02, 9.01
2026-03-11 8-K 8.01, 9.01
2026-02-12 8-K 2.02, 9.01
2026-01-12 8-K 8.01
2025-11-10 8-K 2.02, 9.01
2025-10-15 8-K 8.01, 9.01
2025-08-04 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-10-15 424B5 CRISPR Therapeutics AG
2025-05-19 424B5 CRISPR Therapeutics AG
2024-02-13 424B5 CRISPR Therapeutics AG
2021-01-15 424B5 CRISPR Therapeutics AG
2020-12-11 424B5 CRISPR Therapeutics AG
2020-07-01 424B5 CRISPR Therapeutics AG
2020-06-29 424B5 CRISPR Therapeutics AG
2020-04-09 D CRISPR Therapeutics AG
2019-11-21 424B5 CRISPR Therapeutics AG
2019-11-19 424B5 CRISPR Therapeutics AG
Showing the 10 most recent.

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
ARK Investment Management LLC CIK 0001697748 0.765 190 634.3 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 456.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International Investors CIK 0001562230 0.968 446 366.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 322.9 1.4% 2 +0.7 pp +1.4 pp +1.4 pp +1.4 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 259.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 153.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 151.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 140.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Amova Asset Management Americas, Inc. CIK 0001480751 0.731 276 140.2 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 138.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SR ONE CAPITAL MANAGEMENT, LP CIK 0001910264 0.521 15 132.1 19.1% 2 +8.1 pp +19.1 pp +19.1 pp +19.1 pp
FMR LLC CIK 0000315066 0.989 5571 122.2 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 90.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EcoR1 Capital, LLC CIK 0001587114 0.612 31 90.0 4.3% 2 +0.3 pp +4.3 pp +4.3 pp +4.3 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 72.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEA Management Company, LLC CIK 0001512848 0.748 26 68.6 3.8% 2 -2.0 pp +3.8 pp +3.8 pp +3.8 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 67.7 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 63.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 59.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 56.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 52.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 50.5 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 38.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 37.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 30.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 22.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 20.3 0.0% 2 +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 19.7 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 19.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IQ EQ FUND MANAGEMENT (IRELAND) Ltd CIK 0001620943 0.314 289 18.3 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
Contrarius Group Holdings Ltd CIK 0002054801 0.000 34 17.5 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 15.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 15.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 13.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 12.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 12.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 11.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 11.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'Neil Global Advisors, Inc. CIK 0001861159 0.000 62 10.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 10.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 10.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 10.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Venture Management, LLC CIK 0001560009 0.770 8 9.6 4.5% 2 -25.0 pp +4.5 pp +4.5 pp +4.5 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 9.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 8.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 8.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 7.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWAM LLC CIK 0001655006 0.392 684 6.8 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
TANG CAPITAL MANAGEMENT LLC CIK 0001232621 0.706 41 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Capital International Sarl CIK 0001065349 0.698 287 6.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 6.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 6.3 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Baker Chad R CIK 0001666470 0.510 51 6.0 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 6.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 5.6 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 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Slow Capital, Inc. CIK 0001716984 0.459 111 4.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. CIK 0001817652 0.604 168 4.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 4.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 4.1 2.5% 2 +0.4 pp +2.5 pp +2.5 pp +2.5 pp
CAPITAL INTERNATIONAL LTD /CA/ CIK 0001065350 0.588 150 4.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Green Alpha Advisors, LLC CIK 0001439207 0.151 113 3.6 3.4% 2 +0.7 pp +3.4 pp +3.4 pp +3.4 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.548 888 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.2 0.0% 3 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palo Alto Investors LP CIK 0001306923 0.632 52 2.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Privium Fund Management B.V. CIK 0001795097 0.440 61 2.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 2.3 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 2.1 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 2.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ipswich Investment Management Co., Inc. CIK 0001463753 0.300 190 1.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STRS OHIO CIK 0000820478 0.777 2154 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CLOUGH CAPITAL PARTNERS L P CIK 0001276144 0.069 101 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 1.5 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 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hedges Asset Management LLC CIK 0001906202 0.125 108 1.5 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 1.4 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 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Generali Investments Towarzystwo Funduszy Inwestycyjnych CIK 0002043130 0.194 151 1.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farrow Financial, Inc. CIK 0002010644 0.400 55 1.1 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PayPay Securities Corp CIK 0001908623 0.257 302 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.0 0.0% 0 -0.1 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
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 -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 0.0 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
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 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 +0.0 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SECTORAL ASSET MANAGEMENT INC CIK 0001274413 0.049 82 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 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 CRSP). Qtrs Held counts distinct quarters this fund has actually held CRSP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CRSP position size. Δ columns are the percentage-point change in CRSP'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