Signals

CRWD

2521 in-universe funds with a nonzero position in CRWD within the trailing 4 quarters, as of 2026Q1

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

DateTypeWhat happened
2026-09-21 Insider Kurtz George (PRESIDENT AND CEO) disposed via sale ($2,061,465)
2026-09-21 Insider Kurtz George (PRESIDENT AND CEO) disposed via sale ($1,072,278)
2026-09-21 Insider Kurtz George (PRESIDENT AND CEO) disposed via sale ($2,723,536)
2026-09-21 Insider Kurtz George (PRESIDENT AND CEO) disposed via sale ($1,403,739)
2026-09-21 Insider Kurtz George (PRESIDENT AND CEO) disposed via sale ($350,994)
2026-09-21 Insider Kurtz George (PRESIDENT AND CEO) disposed via sale ($139,074)
2026-09-21 Insider Kurtz George (PRESIDENT AND CEO) disposed via sale ($73,137)
2026-09-21 Insider Kurtz George (PRESIDENT AND CEO) disposed via sale ($67,940)
2026-09-21 Insider Kurtz George (PRESIDENT AND CEO) disposed via sale ($55,015)
2026-09-21 Insider Kurtz George (PRESIDENT AND CEO) disposed via sale ($114,547)
2026-08-26 8-K Item(s) 2.02, 9.01
2026-06-22 8-K Item(s) 5.03, 5.07, 9.01
2026-06-03 8-K Item(s) 2.02, 8.01, 9.01
2026-04-21 8-K Item(s) 5.02, 7.01, 9.01
2026-04-06 8-K Item(s) 8.01, 9.01
2026-03-03 8-K Item(s) 2.02, 9.01
2025-12-29 8-K Item(s) 5.02, 7.01, 9.01
2025-12-02 8-K Item(s) 2.02, 9.01
2025-08-27 8-K Item(s) 2.02, 9.01
2025-06-20 8-K Item(s) 5.07
2021-01-13 Ownership Dilution filing by CrowdStrike Holdings, Inc. (424B5)
2021-01-11 Ownership Dilution filing by CrowdStrike Holdings, Inc. (424B5)

Flow ranking

Rank#1250
Score / z0.039 / 0.01
Consensus665.44 over 1343 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2027Q2
Accrual ratio-0.044
F-score
M-score
Net issuance

Insider

Score-4.00
Buys / cluster sells0 / 4
DateInsiderCodeValue
2026-09-21 Kurtz George 10b5-1 S $2,061,465
2026-09-21 Kurtz George 10b5-1 S $1,072,278
2026-09-21 Kurtz George 10b5-1 S $2,723,536
2026-09-21 Kurtz George 10b5-1 S $1,403,739
2026-09-21 Kurtz George 10b5-1 S $350,994
2026-09-21 Kurtz George 10b5-1 S $139,074
2026-09-21 Kurtz George 10b5-1 S $73,137
2026-09-21 Kurtz George 10b5-1 S $67,940
2026-09-21 Kurtz George 10b5-1 S $55,015
2026-09-21 Kurtz George 10b5-1 S $114,547
Showing the 10 most recent.

8-K events

Negative / total0 / 1
FiledFormItems
2026-08-26 8-K 2.02, 9.01
2026-06-22 8-K 5.03, 5.07, 9.01
2026-06-03 8-K 2.02, 8.01, 9.01
2026-04-21 8-K 5.02, 7.01, 9.01
2026-04-06 8-K 8.01, 9.01
2026-03-03 8-K 2.02, 9.01
2025-12-29 8-K 5.02, 7.01, 9.01
2025-12-02 8-K 2.02, 9.01
2025-08-27 8-K 2.02, 9.01
2025-06-20 8-K 5.07
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2021-01-13 424B5 CrowdStrike Holdings, Inc.
2021-01-11 424B5 CrowdStrike Holdings, 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 8,344.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 4,348.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 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 2,560.3 0.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 2,331.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 1,494.9 1.0% 4 -0.5 pp -0.6 pp -0.8 pp +1.0 pp
FMR LLC CIK 0000315066 0.989 5571 1,343.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1,009.0 0.7% 4 -0.0 pp -0.2 pp -0.2 pp +0.7 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 928.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 923.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 917.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 764.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 760.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 715.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 715.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 708.4 0.6% 4 +0.5 pp +0.5 pp +0.4 pp +0.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 698.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 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 602.9 0.2% 4 -0.2 pp -0.3 pp -0.4 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 601.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 585.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 563.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 541.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 527.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 499.3 0.5% 4 +0.1 pp +0.0 pp +0.0 pp +0.5 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 485.7 0.5% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 451.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Capital Research Global Investors CIK 0001422848 0.983 426 417.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 380.5 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 379.5 0.1% 6 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 361.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 360.2 0.4% 4 +0.4 pp +0.3 pp +0.4 pp +0.4 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 332.6 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 330.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 328.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 289.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Swiss National Bank CIK 0001582202 0.961 2301 288.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 273.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 267.0 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 257.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 257.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 246.4 1.1% 4 +0.3 pp +0.2 pp -0.5 pp +1.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 243.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 238.4 0.2% 4 +0.2 pp +0.2 pp -0.1 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 231.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 231.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Employees Provident Fund Board CIK 0001600177 0.852 68 230.5 1.7% 6 +0.2 pp -0.7 pp -0.5 pp +0.6 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 221.2 0.4% 4 -0.0 pp -0.0 pp -0.2 pp +0.4 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 215.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 214.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
National Pension Service CIK 0001608046 0.956 552 201.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 201.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 192.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 191.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 170.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 168.9 1.4% 4 -0.1 pp -0.3 pp -0.5 pp +1.4 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 167.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 164.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 163.6 0.1% 4 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 157.2 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 147.0 0.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 142.8 0.2% 4 -0.2 pp -0.1 pp -0.2 pp +0.2 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 142.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 141.5 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 141.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 140.2 0.4% 6 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 140.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 135.3 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 131.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 128.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 126.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 119.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 116.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 115.9 0.2% 4 -0.2 pp -0.3 pp -0.3 pp +0.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 115.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 113.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 113.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 112.6 0.1% 4 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 107.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TCW GROUP INC CIK 0000850401 0.730 629 106.8 0.8% 4 -0.2 pp -0.6 pp -0.7 pp +0.8 pp
Swedbank AB CIK 0000946431 0.941 696 105.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 105.1 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 104.7 0.2% 4 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Rokos Capital Management LLP CIK 0001666335 0.000 134 104.3 1.9% 2 +0.4 pp +1.9 pp +1.8 pp +1.9 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 103.2 0.1% 6 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 102.0 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 98.5 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 91.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 85.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 85.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 85.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 85.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 84.8 0.0% 2 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 83.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 82.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 82.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 81.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 81.0 0.2% 4 +0.0 pp -0.1 pp +0.1 pp +0.2 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 80.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 78.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 78.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 73.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 70.1 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 68.7 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 67.9 0.8% 4 -0.3 pp -0.3 pp -0.2 pp +0.8 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 67.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 67.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 67.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 66.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 66.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 66.1 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Amova Asset Management Americas, Inc. CIK 0001480751 0.731 276 65.3 0.9% 4 +0.1 pp +0.1 pp -0.2 pp +0.9 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 64.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 64.5 0.3% 4 +0.0 pp -0.0 pp +0.2 pp +0.3 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 62.9 0.3% 4 -1.9 pp -4.3 pp -6.4 pp +0.3 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 62.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Aberdeen Group plc CIK 0001716774 0.934 934 61.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 59.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 57.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ZEVENBERGEN CAPITAL INVESTMENTS LLC CIK 0001276918 0.659 109 57.4 1.7% 4 -0.5 pp -0.7 pp -1.0 pp +1.7 pp
Strategy Capital LLC CIK 0001592413 0.915 11 55.7 4.6% 3 -0.2 pp -0.5 pp +4.6 pp +4.6 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 55.3 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 55.2 2.0% 4 -0.1 pp -0.4 pp -0.5 pp +2.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 55.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 54.2 0.4% 1 +0.4 pp +0.4 pp -0.4 pp +0.4 pp
Candriam S.C.A. CIK 0001537014 0.787 677 53.9 0.3% 4 -0.1 pp -0.1 pp +0.1 pp +0.3 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 53.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 52.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 52.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Rothschild Capital Partners, LLC CIK 0001569833 0.586 89 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Pilgrim Partners Asia Pte Ltd CIK 0002012674 0.536 105 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Connective Capital Management, LLC CIK 0001543568 0.064 70 0.0 0.0% 0 +0.0 pp -1.9 pp -2.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp +0.0 pp
Sustainable Insight Capital Management, LLC CIK 0001580677 0.133 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Napean Trading & Investment Co (Singapore) PTE Ltd CIK 0002011874 0.679 16 0.0 0.0% 0 -0.8 pp -1.1 pp -0.9 pp +0.0 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 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
Omega Financial Group, LLC CIK 0001767982 0.514 91 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
REBALANCE, LLC CIK 0001811052 0.941 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MONETTA FINANCIAL SERVICES INC CIK 0000869179 0.091 59 0.0 0.0% 0 -1.0 pp -0.7 pp -1.2 pp +0.0 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FCA CORP /TX CIK 0001166402 0.236 203 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Donor Advised Charitable Giving, Inc. CIK 0001535839 0.986 32 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jupiter Wealth Management LLC CIK 0001774207 0.491 93 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 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
HWG Holdings LP CIK 0001599390 0.277 44 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
KG Capital Management CIK 0001771687 0.158 142 0.0 0.0% 0 -0.8 pp -0.8 pp -0.4 pp +0.0 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CSS LLC/IL CIK 0001103646 0.116 766 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alamea Verwaltungs GmbH CIK 0001727645 0.240 73 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 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
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
R Squared Ltd CIK 0001896148 0.003 509 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Wallace Hart LLC CIK 0002018963 0.082 45 0.0 0.0% 0 -0.5 pp -1.1 pp +0.0 pp +0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Traveka Wealth, LLC CIK 0002009176 0.376 199 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp +0.0 pp
PARK CIRCLE Co CIK 0001546592 0.488 49 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First American Bank CIK 0001291422 0.676 205 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.4 pp -0.6 pp -0.6 pp +0.0 pp
NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Embree Financial Group CIK 0002020860 0.466 283 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Davis Investment Partners, LLC CIK 0001963865 0.483 172 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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 CRWD). Qtrs Held counts distinct quarters this fund has actually held CRWD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CRWD position size. Δ columns are the percentage-point change in CRWD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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