Signals

CSR

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

Flow ranking

Rank#3725
Score / z0.000 / -0.02
Consensus88.02 over 139 funds
Momentumnot computed

Price & positioning

226 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

Negative / total0 / 5
FiledFormItems
2026-09-09 8-K 1.01, 7.01, 9.01
2026-08-26 8-K 8.01
2026-08-14 8-K 2.01, 9.01
2026-08-10 8-K 7.01, 9.01
2026-08-03 8-K 2.02, 9.01
2026-06-01 8-K 7.01, 8.01, 9.01
2026-05-15 8-K 5.07
2026-05-08 8-K 7.01, 9.01
2026-05-04 8-K 2.02, 9.01
2026-03-11 8-K 5.02, 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2024-09-09 424B5 CENTERSPACE
2024-07-29 424B5 CENTERSPACE
2024-05-09 424B5 CENTERSPACE
2021-09-10 424B5 CENTERSPACE
2020-09-03 424B5 CENTERSPACE
2019-11-07 424B5 CENTERSPACE
2017-09-26 424B5 CENTERSPACE
2017-09-25 424B5 CENTERSPACE
2016-09-26 S-3/A CENTERSPACE
2016-09-26 S-3/A CENTERSPACE
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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 167.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 96.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Voss Capital, LP CIK 0001730145 0.676 35 69.1 3.5% 3 +0.8 pp +2.3 pp +3.5 pp +3.5 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 54.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 41.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 30.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 26.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 26.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 26.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 20.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 19.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 18.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 0001085936 0.494 243 17.4 0.3% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
PACIFIC HEIGHTS ASSET MANAGEMENT LLC CIK 0001323414 0.720 77 16.9 0.5% 5 +0.0 pp -0.2 pp -0.1 pp -0.1 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 16.5 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 13.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 12.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 12.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 10.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CIK 0001033984 0.658 101 8.8 0.1% 5 -0.1 pp +0.1 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 7.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 7.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 6.2 0.0% 2 -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 6.0 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 5.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 5.4 0.0% 6 -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 5.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Phocas Financial Corp. CIK 0001356783 0.164 153 5.2 0.7% 6 -0.2 pp -0.4 pp -0.2 pp -0.3 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 4.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 3.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 3.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 3.2 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 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 2.8 0.1% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.8 0.0% 4 +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 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.8 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 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ABS Direct Equity Fund LLC CIK 0001729347 0.000 0 1.4 0.9% 3 -0.2 pp +0.0 pp +0.9 pp +0.9 pp
Rock Creek Group LLC CIK 0001484067 0.845 57 1.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.3 0.0% 7 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.1 0.0% 2 -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 1.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 0.9 0.0% 5 +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 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Abel Hall, LLC CIK 0002013339 0.148 955 0.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 0.7 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 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pensionfund PDN CIK 0001297731 0.454 76 0.6 0.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vert Asset Management LLC CIK 0001904664 0.684 44 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 0.4 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 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Square, LLC CIK 0001798736 0.168 241 0.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.3 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 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crossingbridge Advisors, LLC CIK 0001770024 0.046 152 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCentric Advisors LLC CIK 0001913464 0.038 259 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 0.3 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 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pensionfund Sabic CIK 0001637246 0.347 76 0.3 0.3% 1 +0.3 pp +0.2 pp +0.2 pp +0.2 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.2 0.0% 5 -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 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 0.2 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vestcor Inc CIK 0001536925 0.400 1189 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bravera Wealth CIK 0002126773 0.454 352 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 5 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Amova Asset Management Americas, Inc. CIK 0001480751 0.731 276 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TOKIO MARINE ASSET MANAGEMENT CO LTD CIK 0001504169 0.627 632 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 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 CSR). Qtrs Held counts distinct quarters this fund has actually held CSR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CSR position size. Δ columns are the percentage-point change in CSR'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