Signals

← Signals

☆DHR

2676 in-universe funds with a nonzero position in DHR within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24088
Score / z-0.029 / -0.05
Consensus531.97 over 1032 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)
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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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 10,492.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 7,881.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 5,626.9 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 5,431.6 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 3,108.0 0.5% 5 +0.0 pp -0.1 pp +0.1 pp -0.1 pp
☆Capital International Investors CIK 0001562230 0.968 446 2,954.0 0.6% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 2,707.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 2,705.8 0.1% 1 +0.1 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 2,161.8 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 2,060.7 0.3% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NORGES BANK CIK 0001374170 0.994 1617 1,816.8 0.2% 1 +0.2 pp -0.1 pp +0.2 pp -0.1 pp
☆EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 1,783.2 5.4% 5 +1.3 pp +1.1 pp +1.5 pp +3.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,319.2 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆GENERATION INVESTMENT MANAGEMENT LLP CIK 0001375534 0.938 28 1,287.9 12.5% 5 +0.2 pp +0.5 pp +3.8 pp +6.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,021.9 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 998.6 0.2% 5 -0.0 pp -0.1 pp -0.1 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 993.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 983.5 0.4% 5 +0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 979.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 954.7 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 854.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 801.1 0.2% 6 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 762.2 0.2% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 753.5 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 747.3 3.4% 5 -0.2 pp -0.3 pp +0.1 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 712.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 702.4 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 699.9 1.9% 5 -0.3 pp -0.9 pp -1.0 pp -1.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 684.4 1.6% 3 -0.3 pp +1.1 pp +1.6 pp +0.4 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 674.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 617.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Amundi CIK 0001330387 0.000 1 549.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 507.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 505.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 503.2 0.2% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 500.7 0.8% 5 -0.1 pp -0.3 pp -0.0 pp -0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 456.0 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 446.3 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 444.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIL Ltd CIK 0000318989 0.878 1140 442.6 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 429.1 1.1% 5 -0.1 pp -0.3 pp -0.1 pp -0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 410.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 407.7 0.3% 5 +0.2 pp -0.1 pp +0.1 pp -0.0 pp
☆Castle Hook Partners LP CIK 0001687241 0.157 66 404.8 4.3% 3 +1.0 pp +0.5 pp +4.3 pp +4.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 401.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 400.5 0.6% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 389.2 0.2% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 364.6 0.4% 5 -0.1 pp +0.0 pp +0.2 pp +0.1 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 359.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 356.2 0.5% 5 -0.1 pp -0.3 pp -0.3 pp -0.4 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 353.1 0.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 342.2 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 341.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 319.5 3.1% 5 -0.1 pp -0.4 pp -0.2 pp +0.2 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 309.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 295.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 288.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆National Pension Service CIK 0001608046 0.956 552 285.9 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 282.9 2.8% 5 -0.1 pp +0.2 pp +0.5 pp +0.3 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 275.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 271.6 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Southpoint Capital Advisors LP CIK 0001319998 0.396 33 266.7 6.1% 2 +3.7 pp +6.1 pp +6.1 pp +6.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 263.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Anomaly Capital Management, LP CIK 0001817534 0.473 24 260.1 9.9% 3 +1.2 pp +7.1 pp +9.9 pp +9.9 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 258.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 255.1 0.4% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 252.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 246.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 243.1 0.6% 5 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 241.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 237.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 235.6 0.1% 6 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 232.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 227.9 0.1% 7 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆GLENVIEW CAPITAL MANAGEMENT, LLC CIK 0001138995 0.683 42 218.3 4.4% 5 +3.6 pp +3.4 pp +3.1 pp +4.1 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 217.1 0.1% 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 213.6 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 206.3 0.8% 5 -0.2 pp -0.4 pp -0.3 pp -0.5 pp
☆MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 202.8 3.1% 5 -0.6 pp -0.9 pp -0.5 pp -0.7 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 202.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 198.9 0.2% 6 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 191.9 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mirova US LLC CIK 0001802900 0.862 45 190.5 2.0% 5 -0.2 pp -0.5 pp -0.2 pp -0.3 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 189.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 185.0 0.5% 5 -0.2 pp -0.4 pp -0.2 pp -0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 179.8 0.1% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 169.8 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 167.0 0.8% 5 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 165.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 160.9 0.2% 5 -0.2 pp +0.1 pp -0.0 pp -0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 154.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unisphere Establishment CIK 0002012090 0.867 56 154.1 1.3% 5 +0.3 pp +0.3 pp +1.2 pp +1.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 148.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 144.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 144.6 0.3% 5 +0.2 pp -0.1 pp -0.0 pp +0.2 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 143.6 0.5% 3 -0.6 pp -0.7 pp +0.5 pp +0.5 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 139.0 0.1% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 138.1 0.1% 6 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 135.1 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 133.9 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 131.4 0.2% 7 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 129.6 0.7% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 129.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 124.4 0.9% 5 -0.1 pp -0.3 pp -0.2 pp -0.2 pp
☆Alecta Tjanstepension Omsesidigt CIK 0001484429 0.889 91 123.1 0.5% 5 -0.3 pp -0.6 pp -0.5 pp -0.5 pp
☆Dorsey Asset Management, LLC CIK 0001671657 0.912 11 119.3 7.6% 5 -1.1 pp -8.8 pp -7.7 pp -8.8 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 119.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 114.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 114.0 1.4% 5 -0.1 pp -0.3 pp -0.1 pp -0.3 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 113.9 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 112.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 112.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 111.6 1.6% 5 +0.6 pp -0.2 pp +0.0 pp -0.0 pp
☆First Pacific Advisors, LP CIK 0001377581 0.846 74 107.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Woodline Partners LP CIK 0001784547 0.424 1011 107.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 106.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Canoe Financial LP CIK 0001908219 0.715 110 106.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 105.2 0.2% 5 -0.0 pp -0.1 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 103.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Third Point LLC CIK 0001040273 0.205 42 102.9 2.2% 5 -2.6 pp +0.3 pp +2.1 pp +0.9 pp
☆Spear Holdings RSC Ltd CIK 0002023475 0.288 18 101.9 6.1% 2 +0.4 pp +6.1 pp +0.5 pp +0.2 pp
☆PBCay One RSC Ltd CIK 0002013737 0.288 18 101.9 6.1% 2 +0.4 pp +6.1 pp +6.1 pp +6.1 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 98.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Swedbank AB CIK 0000946431 0.941 696 97.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆L1 Capital International Pty Ltd CIK 0002009023 0.808 21 96.6 5.7% 5 +1.2 pp +0.9 pp +1.6 pp +3.3 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 95.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 93.8 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 93.4 0.2% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 93.2 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆WEITZ INVESTMENT MANAGEMENT, INC. CIK 0000883965 0.743 50 93.2 6.5% 5 +0.1 pp -0.5 pp +0.8 pp +0.9 pp
☆NZS Capital, LLC CIK 0001816616 0.629 61 91.0 2.4% 5 -1.2 pp -2.1 pp -0.6 pp -0.2 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 89.9 0.1% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 89.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Findlay Park Partners LLP CIK 0001351950 0.605 49 87.9 1.2% 5 -0.9 pp -0.2 pp +0.0 pp +0.0 pp
☆Douglas Lane & Associates, LLC CIK 0001672594 0.700 250 87.5 1.2% 5 -0.0 pp -0.2 pp +0.0 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 87.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆TIGER GLOBAL MANAGEMENT LLC CIK 0001167483 0.920 46 86.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 86.2 0.1% 5 -0.2 pp +0.1 pp -0.3 pp -0.4 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 86.2 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 85.5 1.0% 5 -0.1 pp -0.4 pp -0.2 pp -0.2 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 85.1 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 82.8 0.1% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
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☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.2 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueSpruce Investments, LP CIK 0001600285 0.502 18 0.0 0.0% 0 -3.8 pp -3.7 pp -4.1 pp -9.7 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WULFF, HANSEN & CO. CIK 0000108634 0.091 109 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.4 pp
☆Palestra Capital Management LLC CIK 0001568788 0.439 21 0.0 0.0% 0 -5.0 pp -5.4 pp +0.0 pp +0.0 pp
☆Aristotle Atlantic Partners, LLC CIK 0001697267 0.669 117 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.1 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Resolute Capital Asset Partners LLC CIK 0001834913 0.010 48 0.0 0.0% 0 +0.0 pp -2.2 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Legacies Wealth LLC CIK 0001755933 0.753 109 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 0.0 0.0% 0 -0.2 pp -0.3 pp -0.1 pp -0.2 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 0.0 0.0% 0 -0.9 pp -1.1 pp -1.2 pp -1.1 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sandhill Capital Partners LLC CIK 0001556245 0.418 98 0.0 0.0% 0 +0.0 pp -0.0 pp -1.6 pp -2.1 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stenger Family Office, LLC CIK 0002056106 0.507 123 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Soundwatch Capital LLC CIK 0001803253 0.945 53 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆FORSTA AP-FONDEN CIK 0001603328 0.000 1 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Tsai Capital Corp CIK 0001574850 0.551 17 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 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
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 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 -0.1 pp -0.7 pp
☆J. R. Prunier Capital Management LLC CIK 2136331 0.705 67 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 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 -0.1 pp -0.1 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 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
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stokes Capital Advisors, LLC CIK 0001734460 0.277 118 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Miller Investment Management, LP CIK 0001407382 0.863 83 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.0 pp -0.7 pp -0.6 pp -0.6 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
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Werlinich Asset Management, LLC CIK 0002000493 0.333 58 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Peoples Bank/KS CIK 0001998269 0.180 98 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Saraza Management, LP CIK 0001894188 0.399 18 0.0 0.0% 0 +0.0 pp -6.7 pp -7.8 pp -6.2 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
☆Northern Financial Advisors Inc CIK 0001962457 0.211 100 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp -0.2 pp
☆EMINENCE CAPITAL, LP CIK 0001107310 0.000 0 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Andra AP-fonden CIK 0001535452 0.270 396 0.0 0.0% 0 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
☆Munich Reinsurance Co Stock Corp in Munich CIK 0002090208 0.476 164 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D1 Capital Partners L.P. CIK 0001747057 0.000 55 0.0 0.0% 0 -3.9 pp -1.2 pp -2.1 pp -0.4 pp
☆CENTRAL BANK & TRUST CO CIK 0001175954 0.436 185 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CAPE ANN SAVINGS BANK CIK 0000936938 0.420 113 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp +0.0 pp
☆Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 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
☆ECOFI INVESTISSEMENTS SA CIK 0002034064 0.000 18 0.0 0.0% 0 -4.0 pp -5.9 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital World Investors CIK 0001422849 0.974 637 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Tenere Capital LLC CIK 0001849517 0.034 23 0.0 0.0% 0 +0.0 pp -6.1 pp -4.1 pp -4.9 pp
☆W1M Investment Management Ltd CIK 0001344114 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Capula Management Ltd CIK 0001557017 0.914 303 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Columbia Bank CIK 0002017259 0.353 165 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 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 -0.2 pp -0.5 pp -0.1 pp -0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maxi Investments CY Ltd CIK 0001838222 0.024 72 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp +0.0 pp
☆Georgetown University CIK 0001730469 0.865 11 0.0 0.0% 0 +0.0 pp +0.0 pp -3.2 pp -3.6 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 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 0.0% 0 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
☆WOODSTOCK CORP CIK 0001008877 0.579 163 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.0 0.0% 0 -0.5 pp -0.7 pp -0.6 pp -0.6 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cohen Capital Management, Inc. CIK 0001508120 0.446 152 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.5 pp -0.8 pp -0.7 pp -1.0 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆SFM, LLC CIK 0002064225 0.427 69 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Fieldview Capital Management, LLC CIK 0002040221 0.000 507 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆DEERFIELD MANAGEMENT COMPANY, L.P. CIK 0001009258 0.810 82 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DJE Kapital AG CIK 0001659196 0.349 124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.9 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Covey Capital Advisors, LLC CIK 0001568891 0.335 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 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 -0.3 pp -0.2 pp -0.1 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Shorepath Capital Management LLC CIK 0002012685 0.398 23 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.9 pp
☆SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Rockline Wealth Management, LLC CIK 0002005098 0.501 107 0.0 0.0% 0 +0.0 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
☆Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 -0.6 pp -0.3 pp -0.1 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Winslow Capital Management, LLC CIK 0000900973 0.758 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 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
☆Sone Capital Management, LLC CIK 0002026215 0.034 108 0.0 0.0% 0 +0.0 pp -0.8 pp -1.6 pp -0.4 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.2 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Benin Management CORP CIK 0001352871 0.711 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just DHR). Qtrs Held counts distinct quarters this fund has actually held DHR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DHR position size. Δ columns are the percentage-point change in DHR'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