Signals

ELV

2039 in-universe funds with a nonzero position in ELV within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#319
Score / z0.708 / 0.83
Consensus522.81 over 1010 funds
Momentumno 12m return

Price & positioning

227 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 / 2
FiledFormItems
2026-09-10 8-K 7.01
2026-07-15 8-K 2.02, 9.01
2026-06-10 8-K 7.01
2026-05-13 8-K 5.07
2026-04-22 8-K 2.02, 9.01
2026-03-10 8-K 7.01
2026-03-02 8-K 8.01
2026-02-26 8-K 5.02, 7.01
2026-01-28 8-K 2.02, 9.01
2025-12-10 8-K 5.02
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2019-09-06 424B5 Elevance Health, Inc.
2017-11-15 424B5 Elevance Health, Inc.
2014-08-08 424B5 Elevance Health, 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
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 7,344.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 5,436.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 4,032.3 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 3,563.1 0.6% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 2,403.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sanders Capital, LLC CIK 0001508097 0.970 47 2,252.7 2.3% 5 +0.2 pp -0.1 pp -0.0 pp -0.8 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,990.2 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 1,904.5 2.5% 5 +0.7 pp +0.4 pp +0.9 pp +1.1 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 1,771.7 2.9% 5 +0.4 pp +0.2 pp +0.8 pp +0.8 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,637.5 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 1,619.7 2.7% 5 +1.1 pp +0.2 pp +0.4 pp +0.2 pp
NORGES BANK CIK 0001374170 0.994 1617 1,531.0 0.2% 1 +0.2 pp +0.0 pp +0.2 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,246.3 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 1,211.1 0.1% 5 +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 1,007.7 0.1% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 817.9 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 810.9 0.4% 5 +0.3 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 798.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 779.7 2.3% 5 +0.3 pp +0.1 pp +0.2 pp +0.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 775.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 769.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 749.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 698.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 697.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 688.5 0.1% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 654.2 1.5% 5 +0.0 pp -0.8 pp -0.8 pp -0.9 pp
Amundi CIK 0001330387 0.000 1 636.0 0.2% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 601.1 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 591.1 0.5% 5 -0.1 pp -0.2 pp -0.1 pp -0.3 pp
EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 576.8 1.8% 5 +0.2 pp +0.1 pp +0.1 pp -0.3 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 511.7 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 461.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 418.9 0.4% 5 +0.0 pp -0.2 pp -0.1 pp -0.3 pp
Ruane, Cunniff & Goldfarb L.P. CIK 0001720792 0.887 54 378.8 5.9% 5 -0.8 pp -1.9 pp -1.9 pp -1.4 pp
Brave Warrior Advisors, LLC CIK 0001553733 0.902 40 377.8 8.2% 5 +0.1 pp -2.0 pp -5.5 pp -1.7 pp
Newport Trust Company, LLC CIK 0001722329 0.972 63 369.3 0.9% 5 +0.2 pp +0.0 pp +0.1 pp -0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 364.7 0.1% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 360.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 355.1 0.4% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 350.5 0.2% 4 -0.1 pp -0.2 pp +0.1 pp +0.2 pp
Capital International Investors CIK 0001562230 0.968 446 290.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 286.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ACR Alpine Capital Research, LLC CIK 0001508822 0.922 38 285.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 281.4 0.2% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 268.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Ground Investment Management LLP CIK 0001828180 0.809 7 262.9 23.1% 5 +4.4 pp +6.4 pp +7.6 pp +3.3 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 261.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 247.6 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 240.3 0.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 239.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
CAPITOLIS LIQUID GLOBAL MARKETS LLC CIK 0002094379 0.370 320 237.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
National Pension Service CIK 0001608046 0.956 552 228.1 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 221.0 0.1% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 214.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 206.1 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 205.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 202.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 196.6 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 191.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 189.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 183.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 181.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focused Investors LLC CIK 0001426398 0.819 23 178.5 6.0% 5 +1.2 pp +0.2 pp +0.7 pp -0.5 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 175.0 0.5% 5 +0.1 pp -0.1 pp +0.0 pp -0.2 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 171.1 0.9% 5 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 167.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Veritas Asset Management LLP CIK 0001541448 0.871 21 165.8 3.0% 5 -0.2 pp -0.2 pp -0.1 pp -0.6 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 164.4 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 163.8 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 161.8 0.1% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 161.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 157.6 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 151.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 147.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 146.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 142.5 1.8% 5 -0.1 pp +0.1 pp +1.7 pp +1.7 pp
Canoe Financial LP CIK 0001908219 0.715 110 140.6 1.7% 5 +0.3 pp -0.0 pp -0.1 pp -0.1 pp
YACKTMAN ASSET MANAGEMENT LP CIK 0000905567 0.814 74 131.5 1.6% 5 +0.3 pp +0.0 pp +0.1 pp -0.2 pp
Swedbank AB CIK 0000946431 0.941 696 117.0 0.1% 4 +0.0 pp -0.0 pp +0.0 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 116.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 115.8 0.2% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
M&G Plc CIK 0001802539 0.820 370 114.2 0.6% 5 +0.1 pp -0.6 pp -1.2 pp -1.4 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 112.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 112.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 108.7 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 106.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 101.5 0.2% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 100.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 97.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 96.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 94.4 0.1% 5 +0.0 pp +0.1 pp -0.1 pp -0.2 pp
SOUND SHORE MANAGEMENT INC /CT/ CIK 0000820124 0.307 40 94.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 93.7 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMF Tjanstepension AB CIK 0001553562 0.910 121 92.1 0.5% 5 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 91.1 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 90.6 0.1% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 89.6 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Maj Invest Holding A/S CIK 0001730525 0.860 40 88.9 4.0% 5 +0.7 pp -0.2 pp -0.3 pp -2.0 pp
PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 86.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 85.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Marathon Asset Management Ltd CIK 0001861026 0.637 74 84.9 3.4% 5 +0.4 pp +0.1 pp +0.3 pp +0.2 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 82.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 77.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 77.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 76.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 76.4 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 75.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Maple Rock Capital Partners Inc. CIK 0001658363 0.428 51 74.1 1.5% 2 +0.9 pp +1.5 pp +1.5 pp +1.5 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 72.4 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 72.1 0.5% 3 +0.0 pp -0.2 pp +0.5 pp +0.5 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 71.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 71.4 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 70.8 0.2% 5 +0.0 pp -1.6 pp -1.6 pp -5.2 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 69.9 0.6% 5 +0.1 pp +0.4 pp +0.6 pp +0.6 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 69.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 69.0 0.1% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 68.8 1.0% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 67.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 67.2 0.2% 3 +0.1 pp -0.2 pp +0.2 pp +0.2 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 66.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 66.0 0.2% 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 66.0 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 65.2 0.6% 4 -0.0 pp -0.1 pp +0.0 pp +0.6 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 64.6 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 62.7 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 62.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 62.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 62.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ARGA Investment Management, LP CIK 0001556915 0.380 121 61.9 1.6% 4 -0.4 pp -1.1 pp -0.7 pp +1.6 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 61.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vulcan Value Partners, LLC CIK 0001556785 0.887 36 60.3 1.8% 2 -0.5 pp +1.8 pp -0.6 pp -0.3 pp
Prana Capital Management, LP CIK 0001710951 0.303 118 60.2 1.8% 5 -0.2 pp +1.7 pp +1.3 pp +1.8 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 58.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Munich Reinsurance Co Stock Corp in Munich CIK 0002090208 0.476 164 58.1 1.3% 3 -0.7 pp -0.3 pp +1.3 pp +1.3 pp
Hosking Partners LLP CIK 0001650135 0.592 98 58.0 1.9% 5 +0.3 pp +0.2 pp +0.3 pp +0.7 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 56.1 2.4% 5 -0.1 pp -0.2 pp -0.0 pp -0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 55.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 55.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 54.3 0.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Boston Partners CIK 0001386060 0.833 802 53.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.4 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 51.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 51.2 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 50.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.4 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 49.9 0.2% 5 +0.1 pp -0.0 pp -0.1 pp +0.1 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 49.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 48.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Modera Wealth Management, LLC CIK 0001542143 0.854 650 11.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Unison Asset Management LLC CIK 0001840755 0.653 32 11.3 4.6% 5 +0.8 pp +0.2 pp +0.3 pp -0.5 pp
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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
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.1 pp
First National Bank of Hutchinson CIK 0001313871 0.374 90 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
EMINENCE CAPITAL, LP CIK 0001107310 0.000 0 0.0 0.0% 0 +0.0 pp -2.7 pp -1.7 pp -1.4 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aspen Investment Management Inc CIK 0001541596 0.290 187 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Andra AP-fonden CIK 0001535452 0.270 396 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Buckley Wealth Management, LLC CIK 0001730126 0.502 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
D1 Capital Partners L.P. CIK 0001747057 0.000 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.8 pp
Capital International Sarl CIK 0001065349 0.698 287 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP CIK 0001595082 0.000 231 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Hamilton Capital Partners Inc. CIK 2141005 0.591 214 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Impact Investors, Inc CIK 0001824539 0.278 88 0.0 0.0% 0 -0.2 pp -0.4 pp -0.4 pp -0.5 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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
Soleus Capital Management, L.P. CIK 0001802630 0.426 97 0.0 0.0% 0 +0.0 pp +0.0 pp -4.5 pp -1.9 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
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Rheos Capital Works Inc. CIK 0001735445 0.176 82 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DV Trading LLC CIK 0001721757 0.000 395 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 0.0 0.0% 0 +0.0 pp -0.5 pp -0.2 pp -0.1 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
Strategic Advisors LLC CIK 0001569119 0.191 164 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 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
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 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
Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.918 152 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 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 -0.1 pp -0.1 pp
Maxi Investments CY Ltd CIK 0001838222 0.024 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Corsicana & Co. CIK 0001869923 0.236 309 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.6 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
North Peak Capital Management, LLC CIK 0001747888 0.713 8 0.0 0.0% 0 +0.0 pp -5.3 pp -9.3 pp -12.3 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Numerai GP LLC CIK 0001668527 0.018 710 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
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LOCUST WOOD CAPITAL ADVISERS, LLC CIK 0001349434 0.761 31 0.0 0.0% 0 +0.0 pp -1.2 pp -1.3 pp -3.7 pp
Volterra Technologies LP CIK 0001833567 0.000 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Cornerstone Investment Partners, LLC CIK 0001328062 0.683 312 0.0 0.0% 0 -1.8 pp -2.3 pp -2.3 pp -3.3 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Exome Asset Management LLC CIK 0002011932 0.072 52 0.0 0.0% 0 -2.5 pp -3.0 pp +0.0 pp +0.0 pp
Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.7 pp
SCOPIA CAPITAL MANAGEMENT LP CIK 0001279150 0.249 19 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp +0.0 pp
Canal Capital Management, LLC CIK 0001666733 0.400 220 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Harbor Group, Inc. CIK 0001840486 0.638 115 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Immersion Capital LLP CIK 0001636441 0.734 10 0.0 0.0% 0 -6.7 pp -7.3 pp -3.4 pp +0.0 pp
PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
44 WEALTH MANAGEMENT LLC CIK 0001831187 0.110 184 0.0 0.0% 0 -0.4 pp -0.5 pp -0.4 pp -0.4 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
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
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.3 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
Court Place Advisors, LLC CIK 0001566113 0.447 147 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -1.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 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 ELV). Qtrs Held counts distinct quarters this fund has actually held ELV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ELV position size. Δ columns are the percentage-point change in ELV'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