Signals

EVER

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

Flow ranking

Rank#16927
Score / z0.000 / -0.02
Consensus100.48 over 160 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 90.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 35.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 28.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 20.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 20.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 20.1 0.0% 1 +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 17.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 17.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 17.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 17.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 15.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
EMERALD ADVISERS, LLC CIK 0001015083 0.164 237 15.5 0.4% 5 +0.0 pp -0.2 pp -0.1 pp -0.2 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 15.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 12.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 11.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 10.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 10.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EMERALD MUTUAL FUND ADVISERS TRUST CIK 0001352895 0.146 197 9.5 0.3% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 8.1 0.0% 7 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 7.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 7.3 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 7.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 7.1 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 6.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 6.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 5.9 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Occam Crest Management LP CIK 0002085909 0.294 25 5.8 3.2% 2 +2.4 pp +3.2 pp +3.2 pp +3.2 pp
JACOBS ASSET MANAGEMENT, LLC CIK 0001351063 0.257 21 5.7 4.3% 5 +0.6 pp +2.3 pp +1.8 pp +1.4 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 5.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 5.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
S SQUARED TECHNOLOGY, LLC CIK 0001322924 0.478 33 5.3 1.6% 5 +0.3 pp +0.9 pp +1.2 pp +1.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 5.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Divisadero Street Capital Management, LP CIK 0001901865 0.210 140 5.2 0.1% 1 +0.1 pp +0.1 pp -0.1 pp -0.6 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MONIMUS CAPITAL MANAGEMENT, LP CIK 0001848831 0.146 55 4.6 1.2% 5 -0.1 pp +0.5 pp +0.7 pp +0.5 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 4.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 3.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 3.1 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 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.9 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 2.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inspire Investing, LLC CIK 0001670139 0.034 1266 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 2.5 0.0% 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 2.4 0.0% 6 +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 2.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Divisar Capital Management LLC CIK 0001645721 0.561 28 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wakefield Asset Management LLLP CIK 0001600435 0.128 225 1.8 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 1.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 1.5 0.5% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLOBEFLEX CAPITAL L P CIK 0000921531 0.114 394 1.2 0.2% 5 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.0 0.0% 4 +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 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
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.0 0.0% 1 +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 1.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
OP Asset Management Ltd CIK 0002097005 0.000 765 1.0 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
AdvisorShares Investments LLC CIK 0001425930 0.032 269 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WINMILL & CO. INC CIK 0000052234 0.402 56 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.M. Arbour, LLC CIK 0002099154 0.056 132 0.7 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
FMR LLC CIK 0000315066 0.989 5571 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.6 0.2% 3 +0.1 pp -0.1 pp +0.2 pp +0.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 0.6 0.0% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
FORMULA GROWTH LTD CIK 0001093219 0.072 145 0.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.6 0.0% 3 +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 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investment Services, LLC CIK 0001426940 0.193 143 0.5 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
AVIVA PLC CIK 0001140022 0.925 854 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Watershed Asset Management, L.L.C. CIK 0001315926 0.037 116 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 0.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Linden Thomas Advisory Services, LLC CIK 0001965702 0.218 542 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.4 0.0% 4 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COWA, LLC CIK 0001844480 0.512 181 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.3 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 0.2 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Cornerstone Investment Partners, LLC CIK 0001328062 0.683 312 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AXQ CAPITAL, LP CIK 0001916908 0.003 960 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAILARD, INC. CIK 0000750641 0.578 763 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.2 0.0% 5 +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 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 0.0 0.0% 0 -0.2 pp -0.4 pp -0.3 pp -0.3 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
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 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
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 EVER). Qtrs Held counts distinct quarters this fund has actually held EVER (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EVER position size. Δ columns are the percentage-point change in EVER'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