Signals

← Signals

☆DTE

1253 in-universe funds with a nonzero position in DTE within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#162
Score / z1.411 / 1.68
Consensus391.34 over 717 funds
Momentumno 12m return

Price & positioning

251 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

Negative / total0 / 5
FiledFormItems
2026-09-08 8-K 7.01, 9.01
2026-09-04 8-K 5.02
2026-07-31 8-K 2.02, 9.01
2026-07-28 8-K 2.02, 7.01, 9.01
2026-06-22 8-K 7.01, 9.01
2026-06-18 8-K 8.01, 9.01
2026-06-05 8-K 7.01, 9.01
2026-05-15 8-K 7.01, 9.01
2026-05-12 8-K 5.07, 9.01
2026-05-01 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 1
FiledFormFiler
2026-06-09 424B5 DTE ENERGY CO
2025-12-19 424B5 DTE ENERGY CO
2025-09-09 424B5 DTE ENERGY CO
2025-09-08 424B5 DTE ENERGY CO
2025-02-18 424B5 DTE ENERGY CO
2024-07-29 424B5 DTE ENERGY CO
2024-04-29 424B5 DTE ENERGY CO
2024-02-12 424B5 DTE ENERGY CO
2023-05-08 424B5 DTE ENERGY CO
2022-08-03 424B5 DTE ENERGY CO
Showing the 10 most recent.

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
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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 3,915.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 1,915.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 1,904.1 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 1,724.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 1,704.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital World Investors CIK 0001422849 0.974 637 1,522.2 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 891.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 854.4 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 454.6 0.0% 5 -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 417.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 397.1 0.1% 5 +0.1 pp +0.1 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 391.8 0.0% 7 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 377.5 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Soroban Capital Partners LP CIK 0001517857 0.964 23 293.0 2.1% 5 -0.1 pp +0.0 pp +1.1 pp +0.9 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 256.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 252.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 249.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 248.8 0.1% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 214.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 199.6 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 175.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 174.2 0.0% 2 -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 171.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 144.6 0.1% 3 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 137.5 0.0% 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 130.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 128.3 1.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 127.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 125.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 118.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 118.0 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 112.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 100.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 97.2 0.3% 5 -0.1 pp -0.1 pp -0.4 pp -0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 94.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 89.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆REAVES W H & CO INC CIK 0000740913 0.781 94 88.6 1.3% 5 +0.6 pp +0.4 pp -0.1 pp -0.3 pp
☆HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 87.8 4.8% 5 +0.6 pp +0.9 pp -2.1 pp -3.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 84.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Amundi CIK 0001330387 0.000 1 81.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Energy Income Partners, LLC CIK 0001388814 0.832 88 81.4 1.3% 5 -0.1 pp -0.0 pp -0.5 pp -0.4 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 76.9 0.0% 5 -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 74.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 68.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 68.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 66.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 65.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 63.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 61.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 59.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 55.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 54.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 54.1 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 53.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 53.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 53.0 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 52.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 52.0 0.1% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Teilinger Capital Ltd. CIK 0001531879 0.778 6 51.8 34.2% 3 +3.1 pp +2.6 pp +34.2 pp +34.2 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 51.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 48.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 47.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 45.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Yaupon Capital Management LP CIK 0001755028 0.055 110 45.4 1.5% 5 -0.3 pp -0.3 pp -0.7 pp -0.4 pp
☆National Pension Service CIK 0001608046 0.956 552 45.1 0.0% 5 -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 41.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 41.0 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 40.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Thiel Macro LLC CIK 0001562087 0.940 8 40.3 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 37.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 35.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 34.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Magellan Asset Management Ltd CIK 0001536105 0.373 78 34.4 0.8% 5 +0.4 pp +0.5 pp +0.5 pp +0.6 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 34.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 33.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 33.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 32.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 31.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 31.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 29.0 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 28.3 0.5% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 28.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp -0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 27.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Life Cycle Investment Partners Ltd CIK 0002072459 0.833 158 24.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 24.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 24.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 24.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Covalis Capital LLP CIK 0001698819 0.034 100 23.7 1.3% 3 -1.0 pp +1.0 pp +1.3 pp +1.3 pp
☆MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 23.6 0.6% 5 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 22.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 21.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital International, Inc./CA/ CIK 0000895213 0.745 302 21.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 20.7 1.3% 5 -0.1 pp +0.1 pp -0.0 pp -0.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 19.4 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 19.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 18.9 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 18.8 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 18.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 18.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 17.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 17.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 17.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Stack Financial Management, Inc CIK 0001308685 0.637 54 17.3 1.3% 5 +0.2 pp +0.3 pp +0.0 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 16.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 16.3 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 15.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 15.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vinva Investment Management Ltd CIK 0001968109 0.574 468 15.3 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 15.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 15.1 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 14.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 14.8 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 14.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 14.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 13.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CAPITOLIS LIQUID GLOBAL MARKETS LLC CIK 0002094379 0.370 320 13.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 13.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 13.6 0.5% 5 -0.0 pp +0.2 pp +0.2 pp +0.5 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 12.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Leeward Investments, LLC - MA CIK 0001923173 0.390 140 12.8 0.6% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 12.3 0.3% 2 +0.3 pp +0.3 pp -0.3 pp -0.3 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 12.0 0.0% 5 -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 11.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 11.7 0.7% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆MUFG Securities EMEA plc CIK 0001597694 0.264 575 11.6 0.1% 3 +0.1 pp -0.5 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 11.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 11.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 11.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 11.2 0.5% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 11.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 11.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 11.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 10.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 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 -0.1 pp -0.1 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 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
☆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
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 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 -0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆denkapparat Operations GmbH CIK 0001999514 0.033 383 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp -0.2 pp
☆Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
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 DTE). Qtrs Held counts distinct quarters this fund has actually held DTE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DTE position size. Δ columns are the percentage-point change in DTE'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