Signals

CUSIP:89055F103

554 in-universe funds with a nonzero position in CUSIP:89055F103 within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#14072
Score / z0.000 / -0.00
Consensus189.46 over 343 funds
Momentumnot computed

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.
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

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
Quantbot Technologies LP CIK 0001512991 0.011 1893 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lisanti Capital Growth, LLC CIK 0001424467 0.005 109 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
F/m Investments LLC CIK 0001834499 0.385 354 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIG BROKERAGE, LP CIK 1094429 0.013 305 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EDENTREE ASSET MANAGEMENT Ltd CIK 0001980273 0.200 66 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARISTEIA CAPITAL, L.L.C. CIK 0001080171 0.156 786 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OP Asset Management Ltd CIK 0002097005 0.000 765 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 4 -0.1 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
Woodline Partners LP CIK 0001784547 0.424 1011 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abacus FCF Advisors LLC CIK 0001604903 0.160 58 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHERBROOKE PARK ADVISERS LLC CIK 0001965377 0.000 182 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 0.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ESL Trust Services, LLC CIK 0001785545 0.914 266 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ausbil Investment Management Ltd CIK 0001966036 0.159 65 0.0 1.3% 2 +0.9 pp +1.3 pp +1.3 pp +1.3 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST SABREPOINT CAPITAL MANAGEMENT LP CIK 0001731530 0.281 20 0.0 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meiji Yasuda Asset Management Co Ltd. CIK 0001491685 0.417 596 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 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
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Channing Capital Management, LLC CIK 0001302404 0.414 106 0.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 0.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRAXIS INVESTMENT MANAGEMENT INC CIK 0001056825 0.490 853 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Taikang Asset Management (Hong Kong) Co Ltd CIK 0001755911 0.303 77 0.0 0.3% 2 -0.6 pp +0.3 pp +0.3 pp +0.3 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
E. Ohman J:or Asset Management AB CIK 0002009396 0.686 465 0.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Promethos Capital, LLC CIK 0001908619 0.314 54 0.0 1.6% 2 +0.5 pp +1.6 pp +1.6 pp +1.6 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.1% 2 -0.0 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 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TT International Asset Management LTD CIK 0001809187 0.145 49 0.0 0.4% 3 -0.5 pp -0.5 pp +0.4 pp +0.4 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Candriam S.C.A. CIK 0001537014 0.787 677 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Artemis Investment Management LLP CIK 0001535385 0.328 213 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
ALLIANZ SE CIK 0001127508 0.910 519 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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
Erste Asset Management GmbH CIK 0002024532 0.605 871 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.677 616 0.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.778 1214 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.0 0.0% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Distillate Capital Partners LLC CIK 0001741001 0.168 118 0.0 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CERTUITY, LLC CIK 0001800752 0.558 672 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 0.0 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
Voss Capital, LP CIK 0001730145 0.676 35 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
2Xideas AG CIK 0001843587 0.401 48 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tributary Capital Management, LLC CIK 0001441888 0.323 135 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Genus Capital Management Inc. CIK 0001532385 0.111 204 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 0.0 0.0% 1 +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% 2 +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
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 2 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
First National Advisers, LLC CIK 0001941030 0.386 251 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DE BURLO GROUP INC CIK 0001134288 0.340 90 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 0.0 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 0.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sone Capital Management, LLC CIK 0002026215 0.034 108 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Fiera Capital Corp CIK 0001505817 0.842 401 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Monument Capital Management CIK 0001729428 0.068 262 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Boston Common Asset Management, LLC CIK 0001409427 0.491 186 0.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 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 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hosking Partners LLP CIK 0001650135 0.592 98 0.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 0.0 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Findlay Park Partners LLP CIK 0001351950 0.605 49 0.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Enhancing Capital LLC CIK 0001909572 0.258 90 0.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 2 +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 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSTRUM ASSET MANAGEMENT CIK 0001767945 0.500 549 0.0 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seascape Capital Management CIK 0001418342 0.319 96 0.0 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
XPONANCE LLC CIK 0001637541 0.815 1841 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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:89055F103). Qtrs Held counts distinct quarters this fund has actually held CUSIP:89055F103 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:89055F103 position size. Δ columns are the percentage-point change in CUSIP:89055F103's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status