Signals

EPAC

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

Flow ranking

Rank#16814
Score / z0.000 / -0.02
Consensus107.12 over 177 funds
Momentumnot computed

Price & positioning

227 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

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 298.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 166.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 108.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 107.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International Investors CIK 0001562230 0.968 446 90.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 83.0 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 82.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 47.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 47.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COOKE & BIELER LP CIK 0000024386 0.694 100 46.1 0.5% 5 -0.2 pp -0.1 pp -0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 32.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 31.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
SOUTHERNSUN ASSET MANAGEMENT, LLC CIK 0001089755 0.592 29 30.5 4.1% 5 +0.6 pp +0.9 pp +0.7 pp +1.3 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 26.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Champlain Investment Partners, LLC CIK 0001315478 0.213 129 25.8 0.7% 5 +0.3 pp +0.2 pp +0.1 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 21.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 20.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 19.7 0.0% 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 18.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 17.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 16.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 14.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 13.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 13.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 12.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 11.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 11.4 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 11.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 10.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 10.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 9.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 9.1 0.2% 5 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 9.0 0.1% 1 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 8.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leeward Investments, LLC - MA CIK 0001923173 0.390 140 8.5 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 8.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 8.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 7.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 7.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
FMR LLC CIK 0000315066 0.989 5571 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 6.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 6.6 0.1% 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 6.5 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CenterBook Partners LP CIK 0001872738 0.028 693 6.1 0.3% 5 +0.2 pp +0.0 pp +0.1 pp +0.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 5.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 5.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 5.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 5.0 0.0% 2 +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 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Roubaix Capital, LLC CIK 0001769700 0.005 50 4.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 4.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 4.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 3.4 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOODY ALDRICH PARTNERS LLC CIK 0000936941 0.063 175 3.1 0.6% 5 -0.2 pp -0.0 pp -0.1 pp -0.3 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 2.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 2.5 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 2.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 2.0 0.0% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.8 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 1.4 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1.4 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Expect Equity LLC CIK 0002007407 0.122 65 1.1 0.7% 5 -0.4 pp -0.4 pp -0.5 pp -0.6 pp
Penn Capital Management Company, LLC CIK 0001158202 0.097 185 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 1.0 0.0% 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 1.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Man Group plc CIK 0001637460 0.631 2032 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.7 0.0% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kensington Investment Counsel, LLC CIK 0001845536 0.237 85 0.5 0.2% 5 -0.1 pp -0.4 pp -0.6 pp -0.7 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Voleon Capital Management LP CIK 0001479847 0.338 761 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centiva Capital, LP CIK 0001692507 0.034 1439 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Ridge Capital Partners, LLC CIK 0001591546 0.211 134 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.4 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 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRAXIS INVESTMENT MANAGEMENT INC CIK 0001056825 0.490 853 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.2 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit Global Investments CIK 0001697953 0.729 523 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.1 0.0% 5 +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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 0.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.0 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kemnay Advisory Services Inc. CIK 0001555283 0.677 1169 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE TEACHERS RETIREMENT SYSTEM CIK 0000314969 0.106 1631 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Torren Management, LLC CIK 0002096203 0.627 948 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 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
Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OP Asset Management Ltd CIK 0002097005 0.000 765 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Premier Fund Managers Ltd CIK 0001673907 0.066 174 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Telemark Asset Management, LLC CIK 0001420816 0.498 57 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
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 +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
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 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
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 -0.0 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
ROGCO, LP CIK 0001998892 0.631 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Counterpoint Mutual Funds LLC CIK 0001698461 0.000 295 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Index Fund Advisors, Inc. CIK 0001665097 0.956 135 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
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Aristides Capital LLC CIK 0001595521 0.108 147 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 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 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 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
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Grandeur Peak Global Advisors, LLC CIK 0001569137 0.264 75 0.0 0.0% 0 -0.1 pp -0.2 pp -1.0 pp -0.8 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 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
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INCEPTIONR LLC CIK 0001821561 0.000 628 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 0 +0.0 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 +0.0 pp -0.0 pp
C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 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
Capital World Investors CIK 0001422849 0.974 637 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Altshuler Shaham Ltd CIK 0001324290 0.550 464 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 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
Wallace Advisory Group, LLC CIK 0001932645 0.113 134 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 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
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 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
Mechanics Financial Corp CIK 0001821336 0.408 296 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
AVIVA PLC CIK 0001140022 0.925 854 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AZZAD ASSET MANAGEMENT INC /ADV CIK 0001121914 0.222 351 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 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
F/m Investments LLC CIK 0001834499 0.385 354 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 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
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Blueshift Asset Management, LLC CIK 0001727827 0.007 556 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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 EPAC). Qtrs Held counts distinct quarters this fund has actually held EPAC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EPAC position size. Δ columns are the percentage-point change in EPAC'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