Signals

← Signals

☆DTM

637 in-universe funds with a nonzero position in DTM within the trailing 4 quarters, as of 2025Q3

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-07-30 8-K Item(s) 2.02, 7.01, 9.01
2026-05-12 8-K Item(s) 5.02, 9.01
2026-05-07 8-K Item(s) 5.07
2026-04-30 8-K Item(s) 2.02, 7.01, 9.01
2026-02-19 8-K Item(s) 2.02, 7.01, 9.01
2026-01-29 8-K Item(s) 5.02, 9.01
2025-10-30 8-K Item(s) 2.02, 7.01, 9.01
2025-09-22 8-K Item(s) 5.02, 9.01
2025-07-31 8-K Item(s) 2.02, 7.01, 9.01
2025-05-20 8-K Item(s) 7.01, 9.01
2024-11-21 Ownership Dilution filing by DT Midstream, Inc. (424B5)
2024-11-20 Ownership Dilution filing by DT Midstream, Inc. (424B5)

Flow ranking

Rank#714
Score / z0.161 / 0.24
Consensus228.33 over 400 funds
Momentumno 12m return

Price & positioning

225 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 / 1
FiledFormItems
2026-07-30 8-K 2.02, 7.01, 9.01
2026-05-12 8-K 5.02, 9.01
2026-05-07 8-K 5.07
2026-04-30 8-K 2.02, 7.01, 9.01
2026-02-19 8-K 2.02, 7.01, 9.01
2026-01-29 8-K 5.02, 9.01
2025-10-30 8-K 2.02, 7.01, 9.01
2025-09-22 8-K 5.02, 9.01
2025-07-31 8-K 2.02, 7.01, 9.01
2025-05-20 8-K 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2024-11-21 424B5 DT Midstream, Inc.
2024-11-20 424B5 DT Midstream, Inc.

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
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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 ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 1,274.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,202.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 364.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆59 North Capital Management, LP CIK 0001805589 0.557 19 347.6 10.8% 2 +2.7 pp +10.8 pp +10.8 pp +10.8 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 326.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 325.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 316.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 304.7 3.9% 2 +0.3 pp +3.9 pp +3.9 pp +3.9 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 301.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 260.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 248.7 1.1% 2 -0.7 pp +1.1 pp +1.1 pp +1.1 pp
☆Amplify Investments, LLC CIK 0001632494 0.000 26 158.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 148.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 141.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 125.4 0.9% 2 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 120.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Energy Income Partners, LLC CIK 0001388814 0.832 88 113.7 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Merewether Investment Management, LP CIK 0001736852 0.195 81 113.1 2.7% 2 +1.6 pp +2.7 pp +2.7 pp +2.7 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 112.9 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 111.3 0.0% 2 -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 109.3 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 103.4 0.0% 2 -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 98.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 98.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON CAPITAL ADVISORS LP CIK 0000949615 0.924 53 98.0 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 97.0 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 88.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 84.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 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 83.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAVES W H & CO INC CIK 0000740913 0.781 94 78.9 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 0.600 73 76.8 4.4% 2 -0.6 pp +4.4 pp +4.4 pp +4.4 pp
☆BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 66.9 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 64.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 62.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 57.1 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 56.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 54.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 53.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 51.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 43.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 40.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Recurrent Investment Advisors LLC CIK 0001803146 0.719 71 39.8 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 38.2 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 37.9 0.0% 3 -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 35.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 34.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 33.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 32.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 32.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 32.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 32.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 31.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 0.953 97 31.6 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 30.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 30.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Copeland Capital Management, LLC CIK 0001541743 0.466 265 29.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 28.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 28.3 0.0% 3 -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 27.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 27.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 27.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 26.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fractal Investments LLC CIK 0001843590 0.851 80 26.1 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 25.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 24.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 23.8 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 23.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 22.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Encompass Capital Advisors LLC CIK 0001541901 0.063 53 22.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 21.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 20.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 19.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 17.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yaupon Capital Management LP CIK 0001755028 0.055 110 17.4 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 17.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Ceredex Value Advisors LLC CIK 0001738726 0.067 168 16.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 16.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 16.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 16.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 15.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 14.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 14.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covalis Capital LLP CIK 0001698819 0.034 100 13.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 13.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 13.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 13.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 12.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aventail Capital Group, LP CIK 0001803822 0.064 155 12.8 0.6% 2 -2.8 pp +0.6 pp +0.6 pp +0.6 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 11.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 11.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 11.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 11.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 11.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 10.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 10.6 0.0% 2 -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 10.3 0.0% 2 -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 9.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 9.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 8.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 8.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 7.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 7.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Dorsey Wright & Associates CIK 0001376772 0.051 131 7.2 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 7.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 7.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 6.9 0.0% 2 +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 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RR Advisors, LLC CIK 0001322613 0.626 25 6.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Man Group plc CIK 0001637460 0.631 2032 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 6.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yost Capital Management, LP CIK 0001489859 0.212 13 5.7 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Burkehill Global Management, LP CIK 0001904549 0.000 173 5.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Sagefield Capital LP CIK 0001771179 0.140 107 5.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 5.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PDT Partners, LLC CIK 0001564702 0.042 489 4.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 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
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clean Energy Transition LLP CIK 0001911523 0.831 14 0.0 0.0% 0 -3.5 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
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.0 pp +0.0 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
☆Candelo Capital Management LP CIK 0001845660 0.094 27 0.0 0.0% 0 -5.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 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 +0.0 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
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 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
☆Sourcerock Group LLC CIK 0001822531 0.784 36 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 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
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 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
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 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
☆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
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 -0.1 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 DTM). Qtrs Held counts distinct quarters this fund has actually held DTM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DTM position size. Δ columns are the percentage-point change in DTM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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