Signals

CUSIP:75524B104

773 in-universe funds with a nonzero position in CUSIP:75524B104 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24854
Score / z-0.442 / -0.55
Consensus224.14 over 420 funds
Momentumno 12m return

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
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

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

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
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 5 +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
WESBANCO BANK INC CIK 0000877134 0.627 676 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berry Wealth Group, LP CIK 0002008410 0.000 34 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Abel Hall, LLC CIK 0002013339 0.148 955 0.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
INCEPTIONR LLC CIK 0001821561 0.000 628 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BankChampaign, National Association CIK 0002135773 0.039 200 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Curi Capital, LLC CIK 0001332905 0.548 888 0.0 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 0.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 3 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Numerai GP LLC CIK 0001668527 0.018 710 0.0 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Shay Capital LLC CIK 0001723643 0.044 394 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Blueshift Asset Management, LLC CIK 0001727827 0.007 556 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.0 0.0% 1 +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
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Grandeur Peak Global Advisors, LLC CIK 0001569137 0.264 75 0.0 0.0% 0 -0.4 pp -0.1 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Align Financial, LLC CIK 0002089183 0.646 360 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 0.0 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
ENTRUST FINANCIAL LLC CIK 0002109860 0.630 445 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perbak Capital Partners LLP CIK 0001968437 0.000 0 0.0 0.0% 0 -0.2 pp -1.3 pp -0.1 pp -0.1 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Covenant Asset Management, LLC CIK 0001697717 0.396 145 0.0 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Argent Trust Co CIK 0001625292 0.533 769 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
Man Group plc CIK 0001637460 0.631 2032 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW MEXICO EDUCATIONAL RETIREMENT BOARD CIK 0000862469 0.617 908 0.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
PRAXIS INVESTMENT MANAGEMENT INC CIK 0001056825 0.490 853 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
2Xideas AG CIK 0001843587 0.401 48 0.0 0.7% 5 -0.6 pp -0.3 pp -0.3 pp -0.1 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Investment Management Group LLC CIK 0001314440 0.460 176 0.0 1.8% 5 -0.1 pp +0.3 pp +0.5 pp +0.4 pp
COMMERCE BANK CIK 0001009076 0.853 1332 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 0.0 0.5% 3 +0.5 pp +0.1 pp +0.5 pp +0.5 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MidFirst Bank CIK 0002077076 0.526 943 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 0.0 0.0% 1 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
CenterBook Partners LP CIK 0001872738 0.028 693 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070 0.328 107 0.0 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 2.4% 5 +0.3 pp +0.7 pp +1.0 pp +1.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Tradewinds, LLC. CIK 0001932342 0.030 215 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Motley Fool Asset Management LLC CIK 0001512814 0.684 249 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 0.0 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.1% 1 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XPONANCE LLC CIK 0001637541 0.815 1841 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.701 250 0.0 1.0% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GKV Capital Management Co., Inc. CIK 0002052321 0.350 83 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 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 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 0.0 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 5 -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 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 0.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WASATCH ADVISORS LP CIK 0000814133 0.571 219 0.0 1.4% 5 -0.7 pp -1.3 pp -1.4 pp -1.3 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Krane Funds Advisors LLC CIK 0001536592 0.650 185 0.0 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.2% 1 +0.2 pp +0.0 pp +0.2 pp +0.2 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 0.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.8 pp -0.7 pp -0.7 pp +0.0 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +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
DF DENT & CO INC CIK 0000934999 0.597 271 0.0 0.7% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.0 0.4% 5 -0.0 pp -0.0 pp +0.2 pp -0.2 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inspire Investing, LLC CIK 0001670139 0.034 1266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRANT POINT INVESTMENT MANAGEMENT LLC CIK 0001279030 0.141 96 0.0 0.7% 4 -0.6 pp -0.3 pp -0.7 pp +0.7 pp
SHERBROOKE PARK ADVISERS LLC CIK 0001965377 0.000 182 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Somerset Trust Co CIK 0001597099 0.266 186 0.0 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Durable Capital Partners LP CIK 0001798849 0.765 36 0.0 10.7% 5 -2.0 pp +0.8 pp +3.4 pp +3.4 pp
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ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 3 +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
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Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 0.0 3.0% 5 +0.1 pp +0.3 pp +0.6 pp +0.7 pp
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Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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R Squared Ltd CIK 0001896148 0.003 509 0.0 0.2% 1 +0.2 pp +0.0 pp +0.0 pp +0.2 pp
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BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.0 1.1% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Bank & Trust CIK 0001692632 0.535 270 0.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Regents Gate Capital LLP CIK 0002020935 0.000 37 0.0 0.0% 0 -3.9 pp +0.0 pp -0.3 pp +0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Trust Company, N.A CIK 0002005547 0.209 345 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 0.0 0.6% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
PFW Advisors LLC CIK 0001989744 0.585 124 0.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 0.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Port Capital LLC CIK 0001729212 0.798 108 0.0 7.6% 5 -0.7 pp +0.5 pp +1.6 pp +1.7 pp
EULAV Asset Management CIK 0001540826 0.373 152 0.0 2.8% 5 +0.8 pp +1.7 pp +2.1 pp +2.2 pp
Carmel Capital Management L.L.C. CIK 0001878547 0.666 28 0.0 3.5% 5 -0.4 pp +0.8 pp +1.1 pp +0.9 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTRUST BANK NA CIK 0001034771 0.638 416 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Owl Creek Wealth Partners LLC CIK 0002133805 0.546 1289 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 0.0 4.4% 5 -0.0 pp +0.0 pp +0.4 pp +0.3 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.0 0.0% 5 +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 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Champlain Investment Partners, LLC CIK 0001315478 0.213 129 0.0 0.5% 5 +0.2 pp +0.1 pp +0.1 pp -0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 5 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFC Advisors LLC CIK 0002053348 0.691 179 0.0 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 0.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenline Wealth Management LLC CIK 0002111541 0.072 131 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RiverPark Advisors, LLC CIK 0001484256 0.037 140 0.0 0.2% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marin Bay Wealth Advisors, LLC CIK 0002109834 0.370 129 0.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 3 -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 CUSIP:75524B104). Qtrs Held counts distinct quarters this fund has actually held CUSIP:75524B104 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:75524B104 position size. Δ columns are the percentage-point change in CUSIP:75524B104'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