Signals

← Signals

☆EVR

707 in-universe funds with a nonzero position in EVR within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#15794
Score / z0.000 / -0.01
Consensus176.06 over 345 funds
Momentumnot computed

Price & positioning

226 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

Negative / total0 / 1
FiledFormItems
2026-07-29 8-K 2.02, 9.01
2026-06-12 8-K 5.07, 9.01
2026-04-29 8-K 2.02, 9.01
2026-02-04 8-K 2.02, 9.01
2026-02-04 8-K 5.02
2025-10-29 8-K 2.02, 9.01
2025-07-30 8-K 3.02, 7.01, 9.01
2025-07-30 8-K 2.02, 9.01
2025-07-11 8-K 1.01, 2.03, 9.01
2025-06-13 8-K 5.07, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

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 1,306.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,176.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 657.2 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 457.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 427.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 413.3 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 394.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 314.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 291.9 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Boston Partners CIK 0001386060 0.833 802 280.5 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 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 233.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 182.6 0.1% 3 +0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 181.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 164.2 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 149.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 148.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 143.4 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 119.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 112.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 109.0 0.0% 3 -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 108.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 108.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paralel Advisors LLC CIK 0001895911 0.889 126 102.1 4.0% 3 +0.0 pp +0.7 pp +4.0 pp +4.0 pp
☆FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 93.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 90.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stephens Investment Management Group LLC CIK 0001314440 0.460 176 83.4 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 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 82.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 81.5 0.2% 3 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆Junto Capital Management LP CIK 0001595880 0.030 80 75.5 1.7% 1 +1.7 pp +0.6 pp +1.7 pp +1.7 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 74.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Channing Capital Management, LLC CIK 0001302404 0.414 106 74.8 1.9% 3 -0.4 pp -0.8 pp +1.9 pp +1.9 pp
☆Artemis Investment Management LLP CIK 0001535385 0.328 213 70.0 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 68.2 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 65.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 61.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 59.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 57.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 57.4 0.9% 3 +0.1 pp +0.5 pp +0.9 pp +0.9 pp
☆Capital International Investors CIK 0001562230 0.968 446 56.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 55.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 51.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 49.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TREMBLANT CAPITAL GROUP CIK 0001353312 0.409 58 49.6 1.3% 3 +0.7 pp +0.8 pp +1.3 pp +1.3 pp
☆Global Alpha Capital Management Ltd. CIK 0001584691 0.465 48 40.7 2.5% 3 -0.6 pp -0.3 pp +2.5 pp +2.5 pp
☆Azora Capital LP CIK 0001700272 0.093 47 40.2 2.5% 2 +0.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 38.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 37.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRAUN STACEY ASSOCIATES INC CIK 0000872080 0.525 113 37.6 1.2% 3 +0.0 pp +0.2 pp +1.2 pp +1.2 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 36.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 35.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 35.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Covea Finance CIK 0001636948 0.445 153 35.4 1.2% 2 +0.5 pp +1.2 pp +1.2 pp +1.2 pp
☆Ceredex Value Advisors LLC CIK 0001738726 0.067 168 34.1 1.0% 3 +0.5 pp +0.3 pp +1.0 pp +1.0 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 33.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 33.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 32.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 32.2 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 31.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 30.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 29.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 29.4 0.0% 3 +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 28.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 28.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.224 95 28.2 1.8% 3 -0.6 pp -0.6 pp +1.8 pp +1.8 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 26.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 25.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 25.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 25.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 24.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Interval Partners, LP CIK 0001590228 0.034 216 24.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 24.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 23.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BASSWOOD CAPITAL MANAGEMENT, L.L.C. CIK 0001085393 0.529 108 23.7 1.0% 3 -0.0 pp -0.3 pp +1.0 pp +1.0 pp
☆Jain Global LLC CIK 0002024579 0.024 1417 22.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 22.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 21.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 20.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 20.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 20.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 20.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 19.8 0.8% 3 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆CCM INVESTMENT ADVISERS LLC CIK 0000931097 0.448 88 19.0 1.8% 3 -0.0 pp +0.2 pp +1.8 pp +1.8 pp
☆STRS OHIO CIK 0000820478 0.777 2154 18.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 18.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 18.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 18.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 18.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Empire Life Investments Inc. CIK 0001640951 0.544 113 17.8 1.0% 3 -0.2 pp -0.1 pp +1.0 pp +1.0 pp
☆MARSICO CAPITAL MANAGEMENT LLC CIK 0001055966 0.532 69 17.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 16.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 16.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆THAMES CAPITAL MANAGEMENT LLC CIK 0001714267 0.041 56 16.0 2.3% 3 +0.1 pp +1.0 pp +2.3 pp +2.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 15.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 15.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 15.7 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 15.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 14.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 14.1 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 13.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 13.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 13.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 13.6 1.3% 3 -0.0 pp +0.2 pp +1.3 pp +1.3 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 13.2 2.6% 3 +0.0 pp +0.3 pp +2.6 pp +2.6 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 13.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BOKF, NA CIK 0000009634 0.752 1160 12.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 12.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Leeward Investments, LLC - MA CIK 0001923173 0.390 140 12.7 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.5 0.0% 3 +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 12.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 12.4 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 12.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 11.3 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cinctive Capital Management LP CIK 0001787258 0.000 400 11.1 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 10.9 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 10.4 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 9.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Granite Investment Partners, LLC CIK 0001542266 0.322 277 9.7 0.6% 3 -0.2 pp -0.3 pp +0.6 pp +0.6 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 9.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 9.2 0.7% 3 +0.4 pp -0.5 pp +0.7 pp +0.7 pp
☆Nitorum Capital, L.P. CIK 0001630243 0.425 23 9.1 2.0% 3 +0.3 pp +0.4 pp +2.0 pp +2.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 8.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 8.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 8.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PEREGRINE INVESTMENT MANAGEMENT INC CIK 0002053303 0.025 26 8.5 5.3% 3 +1.0 pp +0.9 pp +5.3 pp +5.3 pp
☆Sarasin & Partners LLP CIK 0001510481 0.875 94 8.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 8.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 7.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prana Capital Management, LP CIK 0001710951 0.303 118 7.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 7.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 7.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 7.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 6.6 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 6.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 6.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 6.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆NorthRock Partners, LLC CIK 0001632097 0.841 669 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
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bain Capital Public Equity, LP CIK 0001962552 0.000 0 0.0 0.0% 0 -6.2 pp -3.1 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆MAVERICK CAPITAL LTD CIK 0000934639 0.375 177 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 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
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 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
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KETTLE HILL CAPITAL MANAGEMENT, LLC CIK 0001387369 0.018 35 0.0 0.0% 0 -5.0 pp -4.1 pp +0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 0.0 0.0% 0 -0.0 pp -0.1 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
☆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
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 -0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆WINTON GROUP Ltd CIK 0001612063 0.014 1137 0.0 0.0% 0 -0.1 pp -0.4 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 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
☆Ausbil Investment Management Ltd CIK 0001966036 0.159 65 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 -0.1 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 -0.2 pp -0.1 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
☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTPAC BANKING CORP (WBKCY, WEBNF) CIK 0000719245 0.475 498 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'Neil Global Advisors, Inc. CIK 0001861159 0.000 62 0.0 0.0% 0 -0.2 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
☆Olympiad Research LP CIK 0001787147 0.000 138 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 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
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SANDLER CAPITAL MANAGEMENT CIK 0001000742 0.008 112 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Absolute Gestao de Investimentos Ltda. CIK 0001622610 0.000 34 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vinva Investment Management Ltd CIK 0001968109 0.574 468 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAMLYN CAPITAL, LLC CIK 0001421097 0.327 77 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fieldview Capital Management, LLC CIK 0002040221 0.000 507 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆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
☆Bain Capital Public Equity Management II, LLC CIK 0001768111 0.000 0 0.0 0.0% 0 -6.8 pp -3.2 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
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 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
☆EMINENCE CAPITAL, LP CIK 0001107310 0.000 0 0.0 0.0% 0 +0.0 pp -1.8 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
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 0.0 0.0% 0 -0.8 pp -1.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CastleKnight Management LP CIK 0001835751 0.112 402 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alamea Verwaltungs GmbH CIK 0001727645 0.240 73 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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 EVR). Qtrs Held counts distinct quarters this fund has actually held EVR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EVR position size. Δ columns are the percentage-point change in EVR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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