Signals

DB

592 in-universe funds with a nonzero position in DB within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#110
Score / z1.981 / 1.78
Consensus155.22 over 261 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
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
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2,080.9 0.7% 6 -0.0 pp -0.3 pp -0.0 pp +0.2 pp
Amundi CIK 0001330387 0.000 1 1,788.6 0.5% 4 -0.1 pp -0.1 pp +0.1 pp +0.5 pp
HPC Germany GmbH & Co. KG CIK 0001731296 0.975 1 1,480.6 100.0% 4 +0.0 pp +0.0 pp +0.0 pp +100.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 945.6 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 845.6 0.3% 4 -0.1 pp -0.1 pp -0.0 pp +0.3 pp
Capital World Investors CIK 0001422849 0.974 637 740.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 723.3 8.9% 4 +1.3 pp +0.7 pp -0.1 pp +8.9 pp
Capital International Investors CIK 0001562230 0.968 446 685.2 0.2% 4 -0.2 pp -0.3 pp -0.3 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 648.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 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 637.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 630.3 0.4% 4 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 458.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 420.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 394.5 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 387.1 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
ENTRUST GLOBAL PARTNERS L L C CIK 0001080818 0.911 4 352.4 77.4% 4 +7.9 pp +8.7 pp -3.3 pp +77.4 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 271.9 0.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 264.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 258.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 221.7 3.3% 4 +0.0 pp +1.2 pp +1.2 pp +3.3 pp
FMR LLC CIK 0000315066 0.989 5571 189.5 0.0% 4 -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 168.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERZBANK AKTIENGESELLSCHAFT /FI CIK 0000852933 0.000 347 139.3 2.9% 4 +0.4 pp +0.6 pp +2.6 pp +2.9 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 137.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 128.4 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 126.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 122.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 118.7 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 98.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 98.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 97.0 0.0% 4 -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 88.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 69.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 66.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 63.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 63.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 62.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 60.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 57.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 54.0 0.5% 3 +0.2 pp +0.1 pp +0.5 pp +0.5 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 51.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 51.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 51.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 50.2 1.5% 4 +0.9 pp +0.9 pp +0.3 pp +1.5 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 48.2 0.4% 4 -0.6 pp -1.1 pp -1.2 pp +0.4 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 47.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 44.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 42.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 40.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Munich Reinsurance Co Stock Corp in Munich CIK 0002090208 0.476 164 39.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Capital International Sarl CIK 0001065349 0.698 287 38.9 0.6% 4 -0.3 pp -0.3 pp -0.2 pp +0.6 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 38.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 37.7 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 33.7 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 30.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 29.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 29.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 29.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 29.4 0.0% 1 +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 28.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 28.0 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 27.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 26.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 25.6 0.0% 4 +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 25.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 22.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 21.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gemsstock Ltd. CIK 0001724140 0.000 13 20.7 2.2% 1 +2.2 pp -1.4 pp -3.3 pp +2.2 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 20.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 20.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CAPITAL INTERNATIONAL LTD /CA/ CIK 0001065350 0.588 150 20.0 0.7% 4 -0.3 pp -0.3 pp -0.2 pp +0.7 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 19.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 19.5 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 19.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intesa Sanpaolo S.p.A. CIK 0001374384 0.296 233 19.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 17.9 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 17.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 17.6 0.1% 3 -0.6 pp -0.7 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 17.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 16.9 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 16.9 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Groupe la Francaise CIK 0002056088 0.682 451 16.4 0.2% 4 -0.5 pp -0.1 pp -0.0 pp +0.2 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 15.6 0.1% 4 -1.0 pp -1.1 pp +0.1 pp +0.1 pp
LANDESBANK BADEN-WUERTTEMBERG CIK 878519 0.176 6 15.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 14.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Martin Investment Management, LLC CIK 0001511888 0.424 47 14.2 4.2% 2 -1.4 pp +4.2 pp +4.2 pp +4.2 pp
M&G Plc CIK 0001802539 0.820 370 12.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OSSIAM CIK 0001767471 0.182 680 12.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Ilex Capital Partners (UK) LLP CIK 0001985486 0.000 147 11.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Westend Capital Management, LLC CIK 0001331997 0.170 242 11.0 3.3% 4 -0.6 pp -0.4 pp +0.2 pp +3.3 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 10.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 10.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 10.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 10.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 9.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 9.3 0.2% 5 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 9.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 8.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 8.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 8.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 8.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 7.9 0.8% 4 -0.2 pp -0.2 pp -0.0 pp +0.8 pp
Andra AP-fonden CIK 0001535452 0.270 396 7.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fiera Capital Corp CIK 0001505817 0.842 401 7.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Appaloosa LP CIK 0001656456 0.883 25 7.7 0.1% 4 -1.6 pp -1.7 pp -1.7 pp +0.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 7.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Groupe des Assurances du Credit Mutuel CIK 0002056266 0.000 1 7.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 7.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 7.3 0.7% 4 -0.4 pp -0.3 pp -0.3 pp +0.7 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 6.9 0.1% 4 -0.3 pp -0.3 pp -0.5 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 6.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LGT Fund Management Co Ltd. CIK 0001911284 0.521 235 6.1 0.3% 4 -0.4 pp -0.3 pp -0.2 pp +0.3 pp
ABN AMRO Bank N.V. CIK 0001561082 0.622 231 5.9 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 5.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mediolanum International Funds Ltd CIK 0002022028 0.592 452 5.6 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 5.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 5.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MUFG Securities EMEA plc CIK 0001597694 0.264 575 5.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Henry James International Management Inc. CIK 0001750423 0.252 91 4.9 1.8% 4 -1.1 pp -1.0 pp -0.1 pp +1.8 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 4.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 4.8 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALLIANZ SE CIK 0001127508 0.910 519 4.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 4.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 4.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 4.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gradient Investments LLC CIK 0001542265 0.563 448 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Group Investment Management Pte. Ltd. CIK 0001939970 0.341 143 4.3 0.7% 4 -0.3 pp -0.3 pp -0.2 pp +0.7 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LGT Group Foundation CIK 0001911278 0.801 284 4.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 4.0 0.0% 4 -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 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 3.9 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 3.9 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Rokos Capital Management LLP CIK 0001666335 0.000 134 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Osmosis Investment Management UK Ltd CIK 0001780700 0.507 452 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Achmea Investment Management B.V. CIK 0001697765 0.760 115 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GF FUND MANAGEMENT CO. LTD. CIK 0002057060 0.516 587 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
THIRD AVENUE MANAGEMENT LLC CIK 0001099281 0.473 55 0.0 0.0% 0 -2.4 pp +0.0 pp -6.2 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd CIK 0001869164 0.006 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 -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
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Menard Financial Group LLC CIK 0001803156 0.228 80 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH CIK 0001142433 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA ADVISORS GROUP, INC. CIK 0001444949 0.078 117 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Powell Investment Advisors, LLC CIK 0001802195 0.602 167 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 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
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 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
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Triasima Portfolio Management inc. CIK 0001938757 0.172 127 0.0 0.0% 0 -0.2 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
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 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
ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TB Alternative Assets Ltd. CIK 0001483503 0.000 34 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp -0.3 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
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 0.0 0.0% 0 -0.9 pp -0.4 pp -1.0 pp +0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 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
ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.021 253 0.0 0.0% 0 +0.0 pp -0.9 pp -0.1 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Haven Private, LLC CIK 0002053665 0.242 171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Maven Securities LTD CIK 0001633046 0.047 164 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GQG Partners LLC CIK 0001697233 0.860 102 0.0 0.0% 0 +0.0 pp -1.1 pp -0.9 pp +0.0 pp
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SMART Wealth LLC CIK 0002044723 0.032 222 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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
Gifford Fong Associates CIK 0001740316 0.472 124 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
Sienna Gestion CIK 0002021242 0.252 178 0.0 0.0% 0 +0.0 pp +0.0 pp -2.4 pp +0.0 pp
Capital Wealth Planning, LLC CIK 0001566728 0.877 154 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS CIK 872786 0.647 329 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
Utah Retirement Systems CIK 0001548392 0.790 1027 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
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
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Artemis Investment Management LLP CIK 0001535385 0.328 213 0.0 0.0% 0 -1.7 pp -1.3 pp -0.8 pp +0.0 pp
Optas, LLC CIK 0001802961 0.460 494 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.2 pp -0.0 pp -0.0 pp +0.0 pp
Exane Asset Management CIK 0001666256 0.048 28 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 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
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 DB). Qtrs Held counts distinct quarters this fund has actually held DB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DB position size. Δ columns are the percentage-point change in DB'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