Signals

← Signals

☆CUSIP:891092108

728 in-universe funds with a nonzero position in CUSIP:891092108 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#13063
Score / z0.000 / -0.02
Consensus204.48 over 370 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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 5 -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
☆MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 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% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AdvisorShares Investments LLC CIK 0001425930 0.032 269 0.0 0.0% 0 +0.0 pp -0.1 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 0.0 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 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.0 0.0% 2 -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
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alberta Investment Management Corp CIK 0001463559 0.789 663 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weiss Asset Management LP CIK 0001357550 0.000 613 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 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
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital World Investors CIK 0001422849 0.974 637 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +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
☆LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Winter & Associates, Inc. CIK 0002109063 0.134 85 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 0.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 5 -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% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KLEIN PAVLIS & PEASLEY FINANCIAL, INC. CIK 0001907480 0.228 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 -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
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 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
☆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
☆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
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆waypoint wealth counsel CIK 0001807909 0.207 149 0.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.0 0.6% 5 -0.1 pp +0.1 pp -0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 0.0 0.0% 5 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPRUCEGROVE INVESTMENT MANAGEMENT LTD CIK 0001234074 0.871 40 0.0 0.3% 5 -0.1 pp +0.0 pp -0.1 pp -0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.0 0.0% 5 -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
☆Swedbank AB CIK 0000946431 0.941 696 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 0.0 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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
☆Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.0 0.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bell Asset Management Ltd CIK 0001681004 0.268 63 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -1.1 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
☆Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.0 0.2% 1 +0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Optas, LLC CIK 0001802961 0.460 494 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SPEECE THORSON CAPITAL GROUP INC CIK 0000900169 0.350 37 0.0 3.1% 5 -0.1 pp -0.3 pp -0.1 pp +0.0 pp
☆LRT Capital Management, LLC CIK 0001798923 0.000 64 0.0 0.0% 0 -2.4 pp -2.8 pp -2.3 pp -1.9 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 0.0 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Willis Investment Counsel CIK 0001310929 0.439 125 0.0 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆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
☆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
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 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
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 0.0 0.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.0 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.1% 4 -0.3 pp -0.2 pp -0.2 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 -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
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Voleon Capital Management LP CIK 0001479847 0.338 761 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.2% 6 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Capital Partners LLC CIK 0002054916 0.218 283 0.0 0.3% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.0 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 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
☆Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.1% 5 -0.2 pp -0.3 pp -0.2 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VEGA INVESTMENT SOLUTIONS CIK 0002056914 0.174 144 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CARLSON FINANCIAL, INC. CIK 2134889 0.229 195 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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
☆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
☆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
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 0.0 0.0% 3 +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
☆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
☆DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Estabrook Capital Management CIK 0001344717 0.502 344 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp -0.2 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.0 0.0% 1 +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
☆LECAP ASSET MANAGEMENT LTD CIK 0001990849 0.000 254 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 5 -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
☆Altshuler Shaham Ltd CIK 0001324290 0.550 464 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXQ CAPITAL, LP CIK 0001916908 0.003 960 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE TEACHERS RETIREMENT SYSTEM CIK 0000314969 0.106 1631 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 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
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.0 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Storgate, LLC CIK 0002110835 0.075 351 0.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 3 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆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
☆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
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Granite Investment Partners, LLC CIK 0001542266 0.322 277 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 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
☆Community Financial Services Group, LLC CIK 0001537319 0.285 532 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.0 0.0% 5 -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
☆CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Utah Retirement Systems CIK 0001548392 0.790 1027 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 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
☆Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 0.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fieldview Capital Management, LLC CIK 0002040221 0.000 507 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lindenwold Advisors, INC CIK 0001874374 0.317 110 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IQ EQ FUND MANAGEMENT (IRELAND) Ltd CIK 0001620943 0.314 289 0.0 0.0% 2 -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
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆William B. Walkup & Associates, Inc. CIK 0002034054 0.201 257 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 0.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 0.0 0.0% 5 -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:891092108). Qtrs Held counts distinct quarters this fund has actually held CUSIP:891092108 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:891092108 position size. Δ columns are the percentage-point change in CUSIP:891092108'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