Signals

EFX

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

Flow ranking

Rank#567
Score / z0.256 / 0.38
Consensus331.22 over 564 funds
Momentumno 12m return

Price & positioning

226 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)
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
VANGUARD GROUP INC CIK 0000102909 0.000 0 3,920.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital International Investors CIK 0001562230 0.968 446 2,676.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,354.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 1,496.5 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 1,280.1 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 1,190.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 820.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 811.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 773.9 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
GENERATION INVESTMENT MANAGEMENT LLP CIK 0001375534 0.938 28 702.0 4.7% 2 +0.4 pp +4.7 pp +4.7 pp +4.7 pp
FMR LLC CIK 0000315066 0.989 5571 465.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 458.4 0.6% 2 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 449.8 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 445.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
CANTILLON CAPITAL MANAGEMENT LLC CIK 0001279936 0.470 27 438.9 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 411.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 354.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 295.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 270.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 270.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JENSEN INVESTMENT MANAGEMENT INC CIK 0001106129 0.771 83 262.3 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
Darsana Capital Partners LP CIK 0001609098 0.000 16 256.5 6.0% 2 -1.4 pp +6.0 pp +6.0 pp +6.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 244.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 227.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 212.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 204.3 0.2% 2 -0.0 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 199.0 0.0% 3 +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 197.0 0.0% 2 +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 196.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 189.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 164.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carmignac Gestion CIK 0001569758 0.744 94 159.9 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 139.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 138.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Findlay Park Partners LLP CIK 0001351950 0.605 49 135.9 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 131.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Theleme Partners LLP CIK 0001511881 0.903 9 129.8 8.3% 2 -1.1 pp +8.3 pp +8.3 pp +8.3 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 129.2 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 116.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KENSICO CAPITAL MANAGEMENT CORP CIK 0001113000 0.961 25 115.4 1.8% 2 -1.8 pp +1.8 pp +1.8 pp +1.8 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 109.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 100.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 98.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 94.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Swiss National Bank CIK 0001582202 0.961 2301 91.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 85.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 85.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 84.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Intermede Investment Partners Ltd CIK 0001664713 0.717 30 82.4 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
Greenhouse Funds LLLP CIK 0001626220 0.437 29 77.9 3.0% 2 +0.5 pp +3.0 pp +3.0 pp +3.0 pp
Spear Holdings RSC Ltd CIK 0002023475 0.288 18 76.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 75.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 75.1 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 74.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 72.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 69.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 64.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 64.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GFI Investment Counsel Ltd. CIK 0001688774 0.782 30 64.3 6.7% 4 -0.3 pp -0.3 pp -0.5 pp +6.7 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 61.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 55.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEITZ INVESTMENT MANAGEMENT, INC. CIK 0000883965 0.743 50 55.1 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 54.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 52.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
National Pension Service CIK 0001608046 0.956 552 46.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 46.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 45.7 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 44.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 43.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meritage Group LP CIK 0001427119 0.947 12 43.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 43.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
C Partners Holding GmbH CIK 0001634083 0.774 9 42.8 11.2% 2 +1.7 pp +11.2 pp +11.2 pp +11.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 39.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 38.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 38.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Square Wave Capital, LLC CIK 0002077145 0.588 11 37.7 13.8% 3 -0.9 pp -1.2 pp +13.8 pp +13.8 pp
Valley Forge Capital Management, LP CIK 0001697868 0.968 7 36.9 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 36.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 35.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 34.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dundas Partners LLP CIK 0001742418 0.708 31 34.0 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 30.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 29.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 29.5 0.6% 4 -0.0 pp +0.0 pp -0.0 pp +0.6 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 29.5 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 28.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 27.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trinity Street Asset Management LLP CIK 0001592579 0.799 23 26.8 1.8% 2 +0.5 pp +1.8 pp +1.8 pp +1.8 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 26.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 25.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
NS Partners Ltd CIK 0001657111 0.507 77 24.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Aberdeen Group plc CIK 0001716774 0.934 934 24.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 23.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Employees Provident Fund Board CIK 0001600177 0.852 68 23.7 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 23.4 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 23.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coalescence Partners Investment Management, LP CIK 0001759662 0.713 12 22.9 6.0% 2 -0.0 pp +6.0 pp +6.0 pp +6.0 pp
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV CIK 0000867926 0.207 195 22.4 9.5% 2 -0.9 pp +9.5 pp +9.5 pp +9.5 pp
LGT Group Foundation CIK 0001911278 0.801 284 21.9 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 21.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 21.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 21.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 21.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 19.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 19.0 0.1% 4 -0.0 pp -0.0 pp -0.0 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 18.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 18.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 18.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 18.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 18.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RBO & CO LLC CIK 0001162827 0.582 56 17.9 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 17.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 17.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAR VISTA INVESTMENT PARTNERS LLC CIK 0001419999 0.594 33 17.6 1.5% 2 -1.0 pp +1.5 pp +1.5 pp +1.5 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 17.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 17.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Freshford Capital Management, LLC CIK 0001459270 0.282 22 16.6 4.8% 2 +0.5 pp +4.8 pp +4.8 pp +4.8 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 16.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 16.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 16.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 15.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 15.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 15.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 14.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swedbank AB CIK 0000946431 0.941 696 14.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 13.9 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 13.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 12.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 12.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 12.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 12.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CORTLAND ASSOCIATES INC/MO CIK 0001014315 0.553 62 12.1 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 12.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 12.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 11.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 11.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Taikang Asset Management (Hong Kong) Co Ltd CIK 0001755911 0.303 77 11.5 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 11.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 11.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 11.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 11.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 10.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 10.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Explore Capital Management, LLC CIK 0002026286 0.656 11 10.5 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 10.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International Sarl CIK 0001065349 0.698 287 10.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Man Group plc CIK 0001637460 0.631 2032 10.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 9.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070 0.328 107 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Annandale Capital, LLC CIK 0001811739 0.554 124 0.0 0.0% 0 -0.5 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
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
Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
ASAHI LIFE ASSET MANAGEMENT CO., LTD. CIK 0001564835 0.079 158 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Eisler Capital Management Ltd. CIK 0002055810 0.000 376 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 -0.2 pp +0.0 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
MAVERICK CAPITAL LTD CIK 0000934639 0.376 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 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
Arax Advisory Partners CIK 0001586767 0.170 5155 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 +0.0 pp +0.0 pp +0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 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
Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
New England Research & Management, Inc. CIK 0001596077 0.109 134 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 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
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
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
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 -0.1 pp +0.0 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
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
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 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
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Volterra Technologies LP CIK 0001833567 0.000 81 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Empire Life Investments Inc. CIK 0001640951 0.544 113 0.0 0.0% 0 -0.1 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 +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 0.0 0.0% 0 -0.0 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 -0.0 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
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
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
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
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Calydon Capital CIK 0001759271 0.373 277 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
COOPER INVESTORS PTY LTD CIK 0001561728 0.068 39 0.0 0.0% 0 -0.9 pp -0.8 pp -0.7 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Trust CIK 0001905128 0.729 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp -0.2 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
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -0.2 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 (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