Signals

← Signals

☆DUK

2482 in-universe funds with a nonzero position in DUK within the trailing 4 quarters, as of 2025Q4

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

DateTypeWhat happened
2026-08-13 8-K Item(s) 8.01, 9.01
2026-08-12 Ownership Dilution filing by Duke Energy CORP (424B5)
2026-08-10 Ownership Dilution filing by Duke Energy CORP (424B5)
2026-08-05 8-K Item(s) 7.01, 9.01
2026-08-04 8-K Item(s) 2.02, 9.01
2026-07-17 8-K Item(s) 7.01, 9.01
2026-07-06 8-K Item(s) 7.01, 9.01
2026-05-13 8-K Item(s) 5.07, 9.01
2026-05-05 8-K Item(s) 2.02, 9.01
2026-04-01 8-K Item(s) 2.01, 7.01, 9.01
2026-03-16 8-K Item(s) 1.01, 9.01
2026-03-12 8-K Item(s) 2.03, 3.02, 9.01
2026-03-06 Ownership Dilution filing by Duke Energy CORP (424B5)
2025-09-09 Ownership Dilution filing by Duke Energy CORP (424B5)
2025-09-08 Ownership Dilution filing by Duke Energy CORP (424B5)
2024-08-20 Ownership Dilution filing by Duke Energy CORP (424B5)
2024-08-19 Ownership Dilution filing by Duke Energy CORP (424B5)
2024-06-06 Ownership Dilution filing by Duke Energy CORP (424B5)
2024-06-05 Ownership Dilution filing by Duke Energy CORP (424B5)
2024-04-10 Ownership Dilution filing by Duke Energy CORP (424B5)

Flow ranking

Rank#15415
Score / z0.000 / -0.01
Consensus676.40 over 1393 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 5
FiledFormItems
2026-08-13 8-K 8.01, 9.01
2026-08-05 8-K 7.01, 9.01
2026-08-04 8-K 2.02, 9.01
2026-07-17 8-K 7.01, 9.01
2026-07-06 8-K 7.01, 9.01
2026-05-13 8-K 5.07, 9.01
2026-05-05 8-K 2.02, 9.01
2026-04-01 8-K 2.01, 7.01, 9.01
2026-03-16 8-K 1.01, 9.01
2026-03-12 8-K 2.03, 3.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 2
FiledFormFiler
2026-08-12 424B5 Duke Energy CORP
2026-08-10 424B5 Duke Energy CORP
2026-03-06 424B5 Duke Energy CORP
2025-09-09 424B5 Duke Energy CORP
2025-09-08 424B5 Duke Energy CORP
2024-08-20 424B5 Duke Energy CORP
2024-08-19 424B5 Duke Energy CORP
2024-06-06 424B5 Duke Energy CORP
2024-06-05 424B5 Duke Energy CORP
2024-04-10 424B5 Duke Energy CORP
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)
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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 ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 9,172.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 8,074.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 5,151.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 2,266.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 1,880.6 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 1,477.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 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 1,446.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1,395.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GQG Partners LLC CIK 0001697233 0.860 102 1,118.5 1.8% 3 -0.1 pp +0.0 pp +1.8 pp +1.8 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1,046.8 0.2% 3 -0.0 pp -0.0 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 1,024.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 965.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 961.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 861.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 724.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 697.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 601.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 591.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 580.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 546.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 498.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 471.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 440.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 425.8 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 418.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 403.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 384.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 365.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 314.3 2.0% 3 -0.1 pp -0.0 pp +2.0 pp +2.0 pp
☆Amundi CIK 0001330387 0.000 1 312.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 305.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 296.7 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 294.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 276.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 254.3 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 249.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 243.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 242.4 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆National Pension Service CIK 0001608046 0.956 552 241.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 240.0 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 238.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 235.4 0.4% 3 -0.2 pp -0.2 pp +0.4 pp +0.4 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 223.5 2.4% 3 -0.3 pp -0.3 pp +2.4 pp +2.4 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 219.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 199.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 195.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 194.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 173.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 171.3 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 163.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 156.8 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 151.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 149.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 141.5 1.0% 3 -1.1 pp -0.4 pp +1.0 pp +1.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 135.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Energy Income Partners, LLC CIK 0001388814 0.832 88 130.2 2.4% 3 +1.4 pp +1.5 pp +2.4 pp +2.4 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 123.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 122.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 120.9 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 115.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 114.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 112.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 109.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 109.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 106.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 105.1 1.2% 3 -0.3 pp -0.3 pp +1.2 pp +1.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 99.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 97.1 0.8% 3 -0.1 pp -0.0 pp +0.8 pp +0.8 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 97.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 95.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CINCINNATI INSURANCE CO CIK 0001279885 0.842 64 93.2 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 92.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 90.4 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 87.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 86.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 86.2 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 84.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 83.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 80.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 80.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 78.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 77.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 76.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Zimmer Partners, LP CIK 0001565854 0.202 112 75.4 2.0% 3 +0.6 pp -0.0 pp +2.0 pp +2.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 74.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 72.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 69.5 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 67.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 67.0 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 65.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 64.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 64.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 63.0 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 60.2 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 59.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.850 661 59.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 58.4 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 56.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 55.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 55.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 54.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 52.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Yaupon Capital Management LP CIK 0001755028 0.055 110 52.0 2.6% 3 -0.1 pp +0.6 pp +2.6 pp +2.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 51.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 50.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 50.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 49.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 49.4 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 48.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 48.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 47.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 46.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 45.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆OLD REPUBLIC INTERNATIONAL CORP (ORI) CIK 0000074260 0.634 54 44.9 1.8% 3 -0.4 pp -0.5 pp +1.8 pp +1.8 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 44.9 1.5% 3 +0.2 pp +0.4 pp +1.5 pp +1.5 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 44.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 44.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 43.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 43.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 42.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 42.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 42.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 42.2 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 42.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 41.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Accel Wealth Management CIK 0001838226 0.241 305 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PARK CIRCLE Co CIK 0001546592 0.488 49 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPITAL & PLANNING, LLC CIK 0002053750 0.593 45 0.0 0.0% 0 -3.6 pp -3.4 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STONE RUN CAPITAL, LLC CIK 0001512746 0.290 71 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Prossimo Advisors, LLC CIK 0001965307 0.000 24 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.733 524 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 883734 0.466 48 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 0.0 0.0% 0 -1.9 pp -2.4 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Cornerstone Advisors, LLC CIK 0001775446 0.517 112 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆JONES ROAD CAPITAL MANAGEMENT, L.P. CIK 0001842361 0.000 21 0.0 0.0% 0 -0.2 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
☆WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 0.378 131 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆St. Johns Investment Management Company, LLC CIK 0001605522 0.439 201 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 0.0 0.0% 0 -0.1 pp -0.1 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
☆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
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.5 pp -0.2 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 -1.3 pp -1.5 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
☆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
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 0 -0.0 pp +0.0 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
☆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
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.0% 0 -0.1 pp -0.4 pp +0.0 pp +0.0 pp
☆SIR Capital Management, L.P. CIK 0001434997 0.033 79 0.0 0.0% 0 -1.7 pp -1.5 pp +0.0 pp +0.0 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Berry Wealth Group, LP CIK 0002008410 0.000 34 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.0 0.0% 0 -0.1 pp -0.1 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
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
☆Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Norman Fields, Gottscho Capital Management, LLC CIK 0001352449 0.700 64 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lombard Odier Asset Management (USA) Corp CIK 0001491719 0.015 77 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LINDEN ADVISORS LP CIK 0001279396 0.256 638 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Mirador Capital Partners LP CIK 0001633446 0.360 216 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plato Investment Management Ltd CIK 0001984475 0.427 496 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 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
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Alberta Investment Management Corp CIK 0001463559 0.789 663 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 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
☆Sepio Capital, LP CIK 0001751412 0.794 346 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 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 DUK). Qtrs Held counts distinct quarters this fund has actually held DUK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DUK position size. Δ columns are the percentage-point change in DUK's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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