Signals

CUSIP:G0250X107

923 in-universe funds with a nonzero position in CUSIP:G0250X107 within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22304
Score / z-0.014 / -0.03
Consensus1.32 over 3 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
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 0.0 0.0% 0 -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
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kooman & Associates CIK 0001961850 0.724 56 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Patrick Mauro Investment Advisor, INC. CIK 0001953787 0.308 38 0.0 0.3% 4 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Wedmont Private Capital CIK 0001904274 0.771 949 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alta Advisers Ltd CIK 0001536114 0.367 219 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp +0.0 pp
PDS Planning, Inc CIK 0000838618 0.712 609 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
XPONANCE LLC CIK 0001637541 0.815 1841 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Teza Capital Management LLC CIK 0001655789 0.000 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENGLISH CAPITAL MANAGEMENT LLC CIK 0002010442 0.196 35 0.0 0.0% 0 -2.0 pp -2.0 pp -2.3 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group CIK 0002033881 0.450 27 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Alpine Global Management, LLC CIK 0001581655 0.035 232 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wesleyan Assurance Society CIK 0001773368 0.721 109 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 0.0 0.0% 0 -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 -0.1 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 -0.6 pp -0.6 pp -0.8 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 0.0 0.0% 0 +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 -0.1 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CYBER HORNET ETFs LLC CIK 0001818014 0.229 508 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Old North State Trust, LLC CIK 0001760444 0.248 151 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 0.0 0.0% 0 +0.0 pp -1.6 pp -1.2 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kentucky Retirement Systems Insurance Trust Fund CIK 0001584686 0.569 495 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hedeker Wealth, LLC CIK 0001633910 0.371 92 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 -0.0 pp -0.4 pp -1.1 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
TCW GROUP INC CIK 0000850401 0.730 629 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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 +0.0 pp +0.0 pp
Curated Wealth Partners LLC CIK 0001781284 0.789 241 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp +0.0 pp
STEVENS CAPITAL MANAGEMENT LP CIK 0001134813 0.006 213 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mork Capital Management, LLC CIK 0001626494 0.103 104 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 0 -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
ProShare Advisors LLC CIK 0001357955 0.953 1913 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Blueshift Asset Management, LLC CIK 0001727827 0.007 556 0.0 0.0% 0 -0.1 pp -0.0 pp -0.2 pp +0.0 pp
BURNEY CO/ CIK 0000940445 0.713 605 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Khrom Capital Management LLC CIK 0001877963 0.753 15 0.0 0.0% 0 -15.4 pp -15.1 pp -15.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 +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% 0 +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% 0 -0.0 pp -0.1 pp -0.3 pp +0.0 pp
ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +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% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Czech National Bank CIK 0001908923 0.861 503 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TEMA ETFS LLC CIK 0002056807 0.118 583 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 0.0 0.0% 0 -0.7 pp -0.6 pp -0.6 pp +0.0 pp
waypoint wealth counsel CIK 0001807909 0.207 149 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 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% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 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 -0.1 pp -0.1 pp +0.0 pp
Guardian Wealth Management, Inc. CIK 0001910205 0.209 66 0.0 0.0% 0 +0.0 pp -1.2 pp -1.4 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gradient Investments LLC CIK 0001542265 0.563 448 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ellsworth Advisors, LLC CIK 0001843553 0.117 182 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Troluce Capital Advisors LLC CIK 0001910321 0.000 12 0.0 0.0% 0 +0.0 pp -6.2 pp +0.0 pp +0.0 pp
W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
First County Bank /CT/ CIK 0001983616 0.228 169 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Appian Way Asset Management LP CIK 0001795816 0.000 0 0.0 0.0% 0 +0.0 pp -4.1 pp -8.7 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Seven Six Capital Management, LLC CIK 0002021188 0.286 26 0.0 0.0% 0 -7.7 pp -7.3 pp -7.4 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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 0 +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% 0 -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
Demars Financial Group, LLC CIK 0001723115 0.574 113 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.0 0.0% 0 +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 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Castleview Partners, LLC CIK 0001737088 0.131 223 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
IQ EQ FUND MANAGEMENT (IRELAND) Ltd CIK 0001620943 0.314 289 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 +0.0 pp -0.8 pp -0.3 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 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% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Rodgers Brothers Inc. CIK 0001397290 0.463 247 0.0 0.0% 0 -0.2 pp -0.3 pp -0.4 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 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% 0 -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% 0 -0.1 pp -0.1 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
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 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
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
WRAPMANAGER INC CIK 0001266014 0.383 150 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 0.0 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 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
Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seneschal Advisors, LLC CIK 0002039659 0.657 596 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EWA, LLC CIK 0001835252 0.457 332 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
INCEPTIONR LLC CIK 0001821561 0.000 628 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 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
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ADAMS NATURAL RESOURCES FUND, INC. (PEO) CIK 0000216851 0.271 51 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.0% 0 +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% 0 +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 -0.2 pp -0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 0.0 0.0% 4 -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 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
SUMMITRY LLC CIK 0001280043 0.623 340 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.0 0.0% 0 -0.4 pp -0.2 pp -0.2 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LYRICAL ASSET MANAGEMENT LP CIK 0001542302 0.852 41 0.0 0.0% 0 -7.4 pp -1.6 pp -1.6 pp +0.0 pp
ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +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% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp -0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Bank & Trust CIK 0001692632 0.535 270 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
Investors Portfolio Services LLC CIK 0002073833 0.299 673 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Murphy Pohlad Asset Management LLC CIK 0001569148 0.195 135 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mandatum Life Insurance Co Ltd CIK 0001664324 0.701 90 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
DELTA CAPITAL MANAGEMENT LLC CIK 0000893738 0.223 108 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 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
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just CUSIP:G0250X107). Qtrs Held counts distinct quarters this fund has actually held CUSIP:G0250X107 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:G0250X107 position size. Δ columns are the percentage-point change in CUSIP:G0250X107's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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