Signals

CUSIP:925050106

267 in-universe funds with a nonzero position in CUSIP:925050106 within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23499
Score / z-0.135 / -0.19
Consensus83.21 over 164 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
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rosalind Advisors, Inc. CIK 0001622627 0.483 29 0.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lisanti Capital Growth, LLC CIK 0001424467 0.005 109 0.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Global Management, Ltd. CIK 0001839209 0.467 5 0.0 16.3% 1 +16.3 pp +16.3 pp +16.3 pp +16.3 pp
Rathbones Group PLC CIK 0001351991 0.902 665 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellevue Group AG CIK 0001674546 0.451 148 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Investment Partners, LP CIK 0001389574 0.098 204 0.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 0.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CenterBook Partners LP CIK 0001872738 0.028 693 0.0 0.0% 1 +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
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.013 136 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Velan Capital Investment Management LP CIK 0001848809 0.318 50 0.0 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atle Fund Management AB CIK 0001381843 0.297 39 0.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Avidity Partners Management LP CIK 0001791827 0.661 45 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vivo Capital, LLC CIK 0001674712 0.284 47 0.0 13.5% 1 +13.5 pp +13.5 pp +13.5 pp +13.5 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avanza Fonder AB CIK 0002035325 0.716 459 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
ADAR1 Capital Management, LLC CIK 0001940272 0.312 267 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zweig-DiMenna Associates LLC CIK 0001533950 0.164 70 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Tri Locum Partners LP CIK 0001826434 0.296 19 0.0 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
Woodline Partners LP CIK 0001784547 0.424 1011 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GF FUND MANAGEMENT CO. LTD. CIK 0002057060 0.516 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.020 253 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Family Manage LLC CIK 0001539947 0.277 323 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ally Bridge Group (NY) LLC CIK 0001822947 0.014 23 0.0 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Matisse Capital CIK 0001668256 0.148 158 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Artia Global Partners LP CIK 0001937964 0.290 47 0.0 22.5% 1 +22.5 pp +22.5 pp +22.5 pp +22.5 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NAN FUNG TRINITY (HK) Ltd CIK 0001781880 0.285 55 0.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Watchtower Advisors, LP CIK 0001807092 0.539 11 0.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
State of Wyoming CIK 0001821626 0.105 1872 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Values First Advisors, Inc. CIK 0001913608 0.087 187 0.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Castle Hook Partners LP CIK 0001687241 0.157 66 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFM Health Sciences, LP CIK 0001442756 0.073 96 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Knott David M Jr CIK 0001892770 0.419 84 0.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 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 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.375 177 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Atika Capital Management LLC CIK 0001599731 0.149 62 0.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 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
MOODY ALDRICH PARTNERS LLC CIK 0000936941 0.063 175 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Parkman Healthcare Partners LLC CIK 0001777015 0.071 76 0.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC CIK 0001638555 0.123 79 0.0 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 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
STEMPOINT CAPITAL LP CIK 0001952142 0.040 73 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cormorant Asset Management, LP CIK 0001583977 0.574 50 0.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EMC Capital Management CIK 0001847772 0.576 53 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +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
DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICE HALL JAMES & ASSOCIATES, LLC CIK 0001230765 0.367 240 0.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tyro Capital Management LLC CIK 0001915395 0.199 15 0.0 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rhenman & Partners Asset Management AB CIK 0001599882 0.096 99 0.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenland Capital Management LP CIK 0001896430 0.029 237 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EcoR1 Capital, LLC CIK 0001587114 0.612 31 0.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Frazier Life Sciences Management, L.P. CIK 0001892134 0.894 41 0.0 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
AdvisorShares Investments LLC CIK 0001425930 0.032 269 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Duquesne Family Office LLC CIK 0001536411 0.000 86 0.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 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
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shilanski & Associates, Inc. CIK 0001722084 0.332 109 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Affinity Asset Advisors, LLC CIK 0001773195 0.376 104 0.0 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 0.0 0.0% 1 +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
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Owl Capital Holdings LP CIK 0001858703 0.121 71 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUPERSTRING CAPITAL MANAGEMENT LP CIK 0001931118 0.055 32 0.0 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 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 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aisling Capital Management LP CIK 0001766721 0.895 14 0.0 16.2% 1 +16.2 pp +16.2 pp +16.2 pp +16.2 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dorsey Wright & Associates CIK 0001376772 0.051 131 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WRAPMANAGER INC CIK 0001266014 0.383 150 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Candriam S.C.A. CIK 0001537014 0.787 677 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integral Health Asset Management, LLC CIK 0001773206 0.244 89 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Octagon Capital Advisors LP CIK 0001839435 0.672 26 0.0 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PERCEPTIVE ADVISORS LLC CIK 0001224962 0.539 102 0.0 19.5% 1 +19.5 pp +19.5 pp +19.5 pp +19.5 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legato Capital Management LLC CIK 0001442641 0.058 678 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caligan Partners LP CIK 0001727492 0.722 25 0.0 26.4% 1 +26.4 pp +26.4 pp +26.4 pp +26.4 pp
HighVista Strategies LLC CIK 0001335325 0.080 147 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +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
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 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 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% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.0 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERARC CAPITAL MANAGEMENT, LLC CIK 0001816307 0.087 65 0.0 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.0 0.0% 2 +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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First Turn Management, LLC CIK 0001993440 0.192 31 0.0 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +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% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global IMC LLC CIK 0001741619 0.000 11 0.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ikarian Capital, LLC CIK 0001778253 0.063 126 0.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
PLATINUM INVESTMENT MANAGEMENT LTD CIK 0001256071 0.198 85 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NWI MANAGEMENT LP CIK 0001103887 0.216 49 0.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 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 4825 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 0.0 0.0% 1 +0.0 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 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 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 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
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAKER BROS. ADVISORS LP CIK 0001263508 0.959 84 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RTW INVESTMENTS, LP CIK 0001493215 0.781 84 0.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Knoll Capital Management, LLC CIK 0001325083 0.275 37 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
AMI ASSET MANAGEMENT CORP CIK 0001369702 0.566 99 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hood River Capital Management LLC CIK 0001578177 0.546 166 0.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
1492 Capital Management LLC CIK 0001584087 0.142 133 0.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
NEA Management Company, LLC CIK 0001512848 0.748 26 0.0 16.1% 1 +16.1 pp +16.1 pp +16.1 pp +16.1 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 1 +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:925050106). Qtrs Held counts distinct quarters this fund has actually held CUSIP:925050106 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:925050106 position size. Δ columns are the percentage-point change in CUSIP:925050106's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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