Signals

← Signals

☆ETN

2234 in-universe funds with a nonzero position in ETN within the trailing 4 quarters, as of 2025Q2

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

DateTypeWhat happened
2026-07-31 8-K Item(s) 2.02, 9.01
2026-06-11 8-K Item(s) 7.01, 8.01, 9.01
2026-05-05 8-K Item(s) 2.02, 9.01
2026-04-23 8-K Item(s) 5.07
2026-03-10 8-K Item(s) 1.02, 2.03, 9.01 -- negative
2026-03-09 Ownership Dilution filing by Eaton Corp plc (424B5)
2026-03-06 Ownership Dilution filing by Eaton Corp plc (424B5)
2026-03-05 Ownership Dilution filing by Eaton Corp plc (424B5)
2026-03-04 Ownership Dilution filing by Eaton Corp plc (424B5)
2026-03-02 8-K Item(s) 5.02
2026-03-02 8-K Item(s) 5.02, 9.01
2026-02-06 8-K Item(s) 1.01, 2.03, 9.01
2026-02-03 8-K Item(s) 2.02, 9.01
2026-01-26 8-K Item(s) 7.01, 9.01
2025-05-08 Ownership Dilution filing by Eaton Corp plc (424B5)
2025-05-08 Ownership Dilution filing by Eaton Corp plc (424B5)
2025-05-06 Ownership Dilution filing by Eaton Corp plc (424B5)
2025-05-06 Ownership Dilution filing by Eaton Corp plc (424B5)
2023-05-17 Ownership Dilution filing by Eaton Corp plc (424B5)
2023-05-15 Ownership Dilution filing by Eaton Corp plc (424B5)

Flow ranking

Rank#23196
Score / z-0.032 / -0.06
Consensus721.08 over 1475 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-4% / 2.8d

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 / 1
FiledFormItems
2026-07-31 8-K 2.02, 9.01
2026-06-11 8-K 7.01, 8.01, 9.01
2026-05-05 8-K 2.02, 9.01
2026-04-23 8-K 5.07
2026-03-10 8-K 1.02, 2.03, 9.01
2026-03-02 8-K 5.02
2026-03-02 8-K 5.02, 9.01
2026-02-06 8-K 1.01, 2.03, 9.01
2026-02-03 8-K 2.02, 9.01
2026-01-26 8-K 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2026-03-09 424B5 Eaton Corp plc
2026-03-06 424B5 Eaton Corp plc
2026-03-05 424B5 Eaton Corp plc
2026-03-04 424B5 Eaton Corp plc
2025-05-08 424B5 Eaton Corp plc
2025-05-08 424B5 Eaton Corp plc
2025-05-06 424B5 Eaton Corp plc
2025-05-06 424B5 Eaton Corp plc
2023-05-17 424B5 Eaton Corp plc
2023-05-15 424B5 Eaton Corp plc
Showing the 10 most recent.

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 13,449.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 10,135.2 0.2% 1 +0.2 pp +0.2 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 8,529.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 6,011.5 0.2% 1 +0.2 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 4,685.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 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 4,475.7 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 4,017.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 3,040.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 2,908.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 1,968.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,951.4 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,690.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COATUE MANAGEMENT LLC CIK 0001135730 0.880 66 1,673.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆NORGES BANK CIK 0001374170 0.994 1617 1,664.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,610.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,603.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,425.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1,330.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1,325.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,276.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 1,201.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,157.1 0.3% 1 +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 1,081.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,015.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 846.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 813.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Amundi CIK 0001330387 0.000 1 689.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 676.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 663.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital International Investors CIK 0001562230 0.968 446 607.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 597.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 573.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 567.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 512.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 508.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 471.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 445.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 439.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 437.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 423.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 419.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 330.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 326.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 325.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 320.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 319.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 312.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AXA S.A. CIK 0000898427 0.038 46 299.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Winslow Capital Management, LLC CIK 0000900973 0.757 66 292.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 289.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆National Pension Service CIK 0001608046 0.956 552 271.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 271.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 258.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 246.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 235.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 231.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tredje AP-fonden CIK 0001650290 0.789 424 226.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 224.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 222.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 205.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 196.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 195.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 191.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 191.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 190.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 190.8 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 190.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 187.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 185.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 182.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 178.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 175.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 174.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 172.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 165.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 160.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 156.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 153.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 148.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 141.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 140.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 139.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 138.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 137.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Carmignac Gestion CIK 0001569758 0.744 94 136.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 134.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 134.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 132.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 132.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 132.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 131.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 127.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Groupe la Francaise CIK 0002056088 0.682 451 125.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 125.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 0.689 184 125.3 2.1% 3 +0.3 pp +0.4 pp +2.1 pp +2.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 112.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVIVA PLC CIK 0001140022 0.925 854 111.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 109.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 103.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Man Group plc CIK 0001637460 0.631 2032 101.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 98.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 97.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆HOMESTEAD ADVISERS CORP CIK 0000944804 0.479 124 95.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 93.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 89.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 88.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 88.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 87.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 86.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIL Ltd CIK 0000318989 0.878 1140 82.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 82.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 82.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 80.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 77.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OLD REPUBLIC INTERNATIONAL CORP (ORI) CIK 0000074260 0.634 54 77.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆J. Stern & Co. LLP CIK 0002011335 0.705 51 76.9 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 76.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 76.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 76.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 74.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 74.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 74.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SATURNA CAPITAL CORP CIK 0001316617 0.899 140 72.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆BANK OF HAWAII CIK 0000315080 0.804 233 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Monument Capital Management CIK 0001729428 0.068 262 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.8 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
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☆Core Alternative Capital CIK 0001776878 0.274 201 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AustralianSuper Pty Ltd CIK 0001694164 0.632 288 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WEDGEWOOD INVESTORS INC /PA/ CIK 0001125243 0.152 110 0.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆LOCUST WOOD CAPITAL ADVISERS, LLC CIK 0001349434 0.761 31 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alta Advisers Ltd CIK 0001536114 0.367 219 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SPINNAKER TRUST CIK 0001158970 0.675 309 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Columbia Bank CIK 0002017259 0.353 165 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Carr Financial Group Corp CIK 0001931232 0.441 182 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Columbia Asset Management CIK 0001585047 0.434 168 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆LANSDOWNE PARTNERS (UK) LLP CIK 0001608485 0.834 26 0.0 0.0% 0 +0.0 pp -2.0 pp +0.0 pp +0.0 pp
☆Symmetry Investments LP CIK 0001691919 0.056 112 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 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 ETN). Qtrs Held counts distinct quarters this fund has actually held ETN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ETN position size. Δ columns are the percentage-point change in ETN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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