Signals

EFX

1171 in-universe funds with a nonzero position in EFX within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24622
Score / z-0.159 / -0.21
Consensus246.07 over 443 funds
Momentum-0.55 =
Price veto⚠ -40% off 52w high

Price & positioning

226 cached closes, trailing year
Drawdown-40%
Short interest+13% / 3.1d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,491.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 1,234.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 1,182.0 1.6% 5 -0.2 pp -0.5 pp -0.8 pp -0.6 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 832.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 825.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital International Investors CIK 0001562230 0.968 446 823.3 0.2% 5 +0.0 pp -0.0 pp -0.3 pp -0.3 pp
Soroban Capital Partners LP CIK 0001517857 0.964 23 700.1 4.9% 3 -0.4 pp +3.0 pp +4.9 pp +4.9 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 620.4 0.2% 5 -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 525.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 521.9 0.8% 5 -0.3 pp -0.0 pp +0.2 pp +0.8 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 498.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 415.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 317.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 299.7 0.9% 5 -0.3 pp -0.6 pp -1.0 pp -1.0 pp
GENERATION INVESTMENT MANAGEMENT LLP CIK 0001375534 0.938 28 290.9 2.8% 5 -0.0 pp +0.5 pp -1.8 pp -1.4 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 246.5 0.4% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
NORGES BANK CIK 0001374170 0.994 1617 243.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Egerton Capital (UK) LLP CIK 0001581811 0.848 23 235.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
FMR LLC CIK 0000315066 0.989 5571 214.2 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 189.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 188.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 187.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 182.9 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 175.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 174.8 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 174.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Boston Partners CIK 0001386060 0.833 802 174.5 0.2% 5 +0.1 pp +0.1 pp -0.1 pp -0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 171.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 156.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 154.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Carmignac Gestion CIK 0001569758 0.744 94 112.8 1.5% 5 +0.5 pp -0.7 pp -0.9 pp -0.9 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 108.2 0.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 107.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 106.1 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 104.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 104.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 99.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 95.6 0.0% 5 -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 92.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Theleme Partners LLP CIK 0001511881 0.903 9 91.1 5.4% 5 -1.1 pp -1.7 pp -2.9 pp -4.0 pp
Man Group plc CIK 0001637460 0.631 2032 82.1 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 79.5 0.0% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 79.2 0.0% 7 -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 75.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 59.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
JENSEN INVESTMENT MANAGEMENT INC CIK 0001106129 0.771 83 58.8 1.4% 5 -1.4 pp -1.4 pp -1.8 pp -1.7 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 54.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 54.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 53.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 53.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 52.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 51.8 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 51.8 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 50.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Intermede Investment Partners Ltd CIK 0001664713 0.717 30 50.7 2.1% 5 -0.3 pp -0.6 pp -1.3 pp -1.4 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 49.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 48.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 47.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 47.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 46.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 43.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 40.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 40.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 40.1 0.4% 3 -0.2 pp -0.2 pp +0.4 pp +0.4 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 40.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
C Partners Holding GmbH CIK 0001634083 0.774 9 39.6 12.1% 5 -2.7 pp -3.1 pp +0.8 pp +2.6 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 39.0 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 37.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 36.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GFI Investment Counsel Ltd. CIK 0001688774 0.782 30 36.0 4.9% 7 -0.8 pp -0.1 pp -1.8 pp -2.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 36.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fisher Funds Management LTD CIK 0001435028 0.536 174 34.0 1.0% 3 -0.2 pp +0.2 pp +1.0 pp +1.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 33.9 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 32.8 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CDAM (UK) Ltd CIK 0001719387 0.793 12 32.6 8.4% 2 +2.5 pp +8.4 pp +8.4 pp +8.4 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 32.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 31.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WEITZ INVESTMENT MANAGEMENT, INC. CIK 0000883965 0.743 50 30.5 2.1% 5 -0.2 pp -0.7 pp -0.9 pp -0.8 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 28.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 25.5 0.2% 5 -0.2 pp -0.2 pp +0.1 pp -0.2 pp
Meritage Group LP CIK 0001427119 0.947 12 24.6 0.9% 4 -0.1 pp -0.2 pp -0.3 pp +0.9 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 24.2 0.3% 5 -0.0 pp -0.1 pp -0.3 pp -0.3 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 23.4 0.0% 5 +0.0 pp -0.1 pp +0.0 pp -0.1 pp
Trinity Street Asset Management LLP CIK 0001592579 0.799 23 23.1 1.2% 5 -0.6 pp -0.3 pp -0.6 pp -0.1 pp
CENTRAL SECURITIES CORP (CET) CIK 0000018748 0.767 29 23.0 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
Coronation Fund Managers Ltd. CIK 0001594320 0.841 48 21.9 0.8% 2 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 21.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AKO CAPITAL LLP CIK 0001376879 0.855 22 21.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 21.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 20.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 20.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 20.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 20.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 19.9 0.8% 5 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 18.9 0.0% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 18.5 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 18.5 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 18.5 0.1% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 18.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 17.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 0.689 184 17.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 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 16.9 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 16.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Employees Provident Fund Board CIK 0001600177 0.852 68 16.7 0.1% 7 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 15.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 15.1 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 14.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 14.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vulcan Value Partners, LLC CIK 0001556785 0.887 36 14.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AVIVA PLC CIK 0001140022 0.925 854 14.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV CIK 0000867926 0.207 195 13.8 4.8% 5 -1.6 pp -3.0 pp -4.7 pp -5.7 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 13.5 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 13.4 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 13.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 12.5 0.0% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
PBU - The Pension Fund of Early Childhood & Youth Educators CIK 0002103310 0.321 124 12.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 12.1 0.1% 5 -0.0 pp -0.0 pp -0.3 pp -0.3 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 11.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 11.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 11.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 11.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RBO & CO LLC CIK 0001162827 0.582 56 10.9 1.7% 5 -0.3 pp -0.8 pp -1.1 pp -1.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 10.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dundas Partners LLP CIK 0001742418 0.708 31 10.7 0.8% 5 -1.0 pp -1.2 pp -1.6 pp -1.6 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 10.7 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 10.7 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 10.6 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 10.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.9 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 9.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 9.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 9.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 9.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 9.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 9.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 9.1 0.0% 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 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Swedbank AB CIK 0000946431 0.941 696 8.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Canada Post Corp Registered Pension Plan CIK 0001991835 0.592 492 8.8 0.3% 4 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 8.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 8.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 8.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 8.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 7.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Running Oak Capital LLC CIK 0001803994 0.162 59 7.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 7.8 0.3% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 7.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 7.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Annandale Capital, LLC CIK 0001811739 0.554 124 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Taikang Asset Management (Hong Kong) Co Ltd CIK 0001755911 0.303 77 0.0 0.0% 0 -1.4 pp -1.0 pp -1.3 pp -0.9 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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
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
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMIZE FINANCIAL INC. CIK 0002033266 0.127 294 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silvant Capital Management LLC CIK 0001738728 0.561 385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
Howard Capital Management, LLC CIK 0001733173 0.273 423 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 -0.1 pp -0.1 pp
Katamaran Capital LLP CIK 0002025353 0.027 35 0.0 0.0% 0 +0.0 pp +0.0 pp -4.5 pp +0.0 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 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
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 0.0 0.0% 0 -0.2 pp -0.4 pp +0.0 pp +0.0 pp
CIGNA INVESTMENTS INC /NEW CIK 0000049969 0.416 480 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 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
Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Glenview Trust Co CIK 0001691827 0.856 500 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sellwood Investment Partners LLC CIK 0001763958 0.770 59 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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 EFX). Qtrs Held counts distinct quarters this fund has actually held EFX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EFX position size. Δ columns are the percentage-point change in EFX'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