Signals

CRSP

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

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

DateTypeWhat happened
2026-09-17 Insider Behbahani Ali acquired via option exercise ($420,000)
2026-09-17 Insider Behbahani Ali disposed via sale ($780,935)
2026-08-03 8-K Item(s) 2.02, 9.01
2026-06-04 8-K Item(s) 5.02, 5.03, 5.07, 9.01
2026-05-04 8-K Item(s) 2.02, 9.01
2026-03-16 8-K Item(s) 1.01, 2.03, 3.02, 9.01
2026-03-11 8-K Item(s) 8.01, 9.01
2026-02-12 8-K Item(s) 2.02, 9.01
2026-01-12 8-K Item(s) 8.01
2025-11-10 8-K Item(s) 2.02, 9.01
2025-10-15 8-K Item(s) 8.01, 9.01
2025-10-15 Ownership Dilution filing by CRISPR Therapeutics AG (424B5)
2025-08-06 Insider Behbahani Ali acquired via J
2025-08-06 Insider Behbahani Ali acquired via J
2025-08-04 8-K Item(s) 2.02, 9.01
2025-05-19 Ownership Dilution filing by CRISPR Therapeutics AG (424B5)
2024-02-13 Ownership Dilution filing by CRISPR Therapeutics AG (424B5)
2021-01-15 Ownership Dilution filing by CRISPR Therapeutics AG (424B5)
2020-12-11 Ownership Dilution filing by CRISPR Therapeutics AG (424B5)
2020-07-01 Ownership Dilution filing by CRISPR Therapeutics AG (424B5)
2020-06-29 Ownership Dilution filing by CRISPR Therapeutics AG (424B5)
2020-04-09 Ownership Dilution filing by CRISPR Therapeutics AG (D)
2019-11-21 Ownership Dilution filing by CRISPR Therapeutics AG (424B5)
2019-11-19 Ownership Dilution filing by CRISPR Therapeutics AG (424B5)

Flow ranking

Rank#22306
Score / z-0.082 / -0.13
Consensus167.90 over 315 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-4% / 14.2d

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 0.764 190 551.8 3.7% 3 -0.1 pp +0.0 pp +3.7 pp +3.7 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 393.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 312.0 1.3% 3 -0.1 pp +0.7 pp +1.3 pp +1.3 pp
Capital International Investors CIK 0001562230 0.968 446 309.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 196.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 132.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 119.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 118.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SR ONE CAPITAL MANAGEMENT, LP CIK 0001910264 0.521 15 106.9 15.1% 3 -4.0 pp +4.1 pp +15.1 pp +15.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 102.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Amova Asset Management Americas, Inc. CIK 0001480751 0.731 276 102.6 1.2% 3 -0.2 pp +0.0 pp +1.2 pp +1.2 pp
FMR LLC CIK 0000315066 0.989 5571 102.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EcoR1 Capital, LLC CIK 0001587114 0.612 31 72.9 3.3% 3 -1.0 pp -0.7 pp +3.3 pp +3.3 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 57.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NEA Management Company, LLC CIK 0001512848 0.748 26 55.5 2.8% 3 -0.9 pp -3.0 pp +2.8 pp +2.8 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 54.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 47.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 47.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 44.8 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 39.6 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 35.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 30.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 28.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 25.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 24.7 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
IQ EQ FUND MANAGEMENT (IRELAND) Ltd CIK 0001620943 0.314 289 20.4 1.4% 3 +0.2 pp +0.6 pp +1.4 pp +1.4 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 16.7 0.0% 3 -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 16.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 15.6 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 14.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 14.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 13.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 13.1 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 9.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 9.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 9.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 8.5 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 8.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 8.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Contrarius Group Holdings Ltd CIK 0002054801 0.000 34 8.2 0.4% 3 -0.4 pp -0.6 pp +0.4 pp +0.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 7.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Versant Venture Management, LLC CIK 0001560009 0.770 8 7.8 5.2% 3 +0.6 pp -24.4 pp +5.2 pp +5.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 6.7 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
No Street GP LP CIK 0001765774 0.675 32 6.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 6.1 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 6.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 5.3 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 5.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beck Bode, LLC CIK 0001790548 0.122 104 5.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International Sarl CIK 0001065349 0.698 287 5.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Baker Chad R CIK 0001666470 0.510 51 5.0 0.9% 3 -0.1 pp +0.0 pp +0.9 pp +0.9 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 4.9 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 4.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. CIK 0001817652 0.604 168 4.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 4.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Slow Capital, Inc. CIK 0001716984 0.459 111 4.0 0.5% 3 -0.1 pp +0.0 pp +0.5 pp +0.5 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWAM LLC CIK 0001655006 0.392 684 3.4 0.2% 3 -0.3 pp +0.1 pp +0.2 pp +0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 3.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 3.0 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Green Alpha Advisors, LLC CIK 0001439207 0.151 113 2.9 2.7% 3 -0.8 pp -0.0 pp +2.7 pp +2.7 pp
CAPITAL INTERNATIONAL LTD /CA/ CIK 0001065350 0.588 150 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.8 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 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.547 888 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Privium Fund Management B.V. CIK 0001795097 0.439 61 2.2 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 2.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palo Alto Investors LP CIK 0001306923 0.632 52 2.2 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 2.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 1.9 0.4% 3 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 1.7 0.5% 3 -0.2 pp -0.0 pp +0.5 pp +0.5 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.6 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 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 1.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
PEAK6 LLC CIK 0001389958 0.149 850 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 1.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Ipswich Investment Management Co., Inc. CIK 0001463753 0.300 190 1.3 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
STRS OHIO CIK 0000820478 0.777 2154 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 1.2 0.0% 4 -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 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
CLOUGH CAPITAL PARTNERS L P CIK 0001276144 0.069 101 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hedges Asset Management LLC CIK 0001906202 0.125 108 1.2 0.8% 3 -0.3 pp -0.1 pp +0.8 pp +0.8 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PayPay Securities Corp CIK 0001908623 0.257 302 1.2 0.0% 3 -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 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
South Street Advisors LLC CIK 0001399706 0.498 84 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 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
Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
E Fund Management Co., Ltd. CIK 0001842296 0.366 488 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 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
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 0.0 0.0% 0 -0.0 pp -0.2 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
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
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 0.0 0.0% 0 -0.0 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
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Integral Health Asset Management, LLC CIK 0001773206 0.244 89 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 +0.0 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
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
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
HC Advisors, LLC CIK 0001803295 0.581 62 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 -0.0 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
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
Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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
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
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'Neil Global Advisors, Inc. CIK 0001861159 0.000 62 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIG BROKERAGE, LP CIK 1094429 0.013 305 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 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
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 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
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 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
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 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
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
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 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 (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