Signals

← Signals

☆EVRG

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

Flow ranking

Rank#435
Score / z0.403 / 0.56
Consensus292.44 over 554 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total2 / 5
FiledFormItems
2026-09-16 8-K 8.01, 9.01
2026-08-24 8-K 1.02, 8.01, 9.01
2026-08-06 8-K 2.02, 7.01, 9.01
2026-07-01 8-K 8.01, 9.01
2026-07-01 8-K 1.01, 1.02, 2.03, 9.01
2026-05-07 8-K 2.02, 7.01, 9.01
2026-03-10 8-K 8.01, 9.01
2026-02-19 8-K 2.02, 7.01, 9.01
2026-02-11 8-K 1.01, 1.02, 2.03, 9.01
2026-01-07 8-K 1.01, 2.03, 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 1
FiledFormFiler
2026-08-17 424B5 Evergy, Inc.
2026-03-05 424B5 Evergy, Inc.
2025-05-09 424B5 Evergy, Inc.
2024-12-02 424B5 Evergy, Inc.
2019-09-05 424B5 Evergy, Inc.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
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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 2,189.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,657.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 1,204.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 685.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 544.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 465.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 441.6 0.1% 3 -0.0 pp +0.0 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 280.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 272.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 210.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 208.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bluescape Energy Partners LLC CIK 0001629283 0.826 4 192.6 50.3% 3 +3.3 pp +5.7 pp +50.3 pp +50.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 192.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 190.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magellan Asset Management Ltd CIK 0001536105 0.373 78 174.7 2.1% 3 -0.1 pp +0.3 pp +2.1 pp +2.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 160.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 158.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 144.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 137.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 133.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 132.4 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 128.4 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 126.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 124.4 1.4% 3 -0.2 pp -0.2 pp +1.4 pp +1.4 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 121.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 108.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 105.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 98.9 1.3% 3 -0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 97.7 0.0% 3 -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 96.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Energy Income Partners, LLC CIK 0001388814 0.832 88 88.6 1.6% 3 -0.0 pp +0.1 pp +1.6 pp +1.6 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 88.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 87.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 83.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 82.5 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 79.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 78.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 76.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 75.6 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 74.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 73.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 70.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 68.8 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 66.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 66.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 62.0 0.4% 3 +0.3 pp +0.1 pp +0.4 pp +0.4 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 58.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 55.7 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆OLD REPUBLIC INTERNATIONAL CORP (ORI) CIK 0000074260 0.634 54 52.7 2.1% 3 -0.2 pp -0.1 pp +2.1 pp +2.1 pp
☆RNC CAPITAL MANAGEMENT LLC CIK 0000051762 0.545 181 50.4 2.3% 3 -0.1 pp -0.0 pp +2.3 pp +2.3 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 49.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 47.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 46.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 45.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 44.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 44.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 43.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 42.5 2.7% 3 -0.5 pp -1.3 pp +2.7 pp +2.7 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 40.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 37.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 34.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.224 95 34.4 2.2% 2 +0.4 pp +2.2 pp +2.2 pp +2.2 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 33.0 0.0% 3 -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 31.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Teilinger Capital Ltd. CIK 0001531879 0.778 6 31.2 31.8% 3 -15.5 pp -16.1 pp +31.8 pp +31.8 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 29.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 29.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 29.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 29.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 29.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 28.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 27.8 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 27.6 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 27.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 26.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 26.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 23.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 23.7 0.0% 3 -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 23.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 22.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 22.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 22.2 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 21.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 21.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 21.1 0.2% 3 -0.0 pp +0.0 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 20.8 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 20.0 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 19.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diameter Capital Partners LP CIK 0001727012 0.000 31 18.8 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 18.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 16.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 16.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 16.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 16.1 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 16.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 15.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 15.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Yaupon Capital Management LP CIK 0001755028 0.055 110 15.2 0.7% 3 -0.0 pp -3.0 pp +0.7 pp +0.7 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 14.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 14.4 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 14.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 14.1 0.7% 3 -0.3 pp -0.2 pp +0.7 pp +0.7 pp
☆Amundi CIK 0001330387 0.000 1 13.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 12.9 1.4% 1 +1.4 pp +1.1 pp +1.4 pp +1.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 12.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 12.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Vestcor Inc CIK 0001536925 0.400 1189 12.6 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 12.5 0.1% 1 +0.1 pp +0.1 pp -0.2 pp +0.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 12.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 12.0 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 11.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 11.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 11.6 0.4% 3 -0.3 pp -0.2 pp +0.4 pp +0.4 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 11.5 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 11.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Leeward Investments, LLC - MA CIK 0001923173 0.390 140 11.3 0.6% 3 -0.1 pp +0.0 pp +0.6 pp +0.6 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 11.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 11.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sagefield Capital LP CIK 0001771179 0.140 107 10.4 0.9% 3 -0.1 pp -0.3 pp +0.9 pp +0.9 pp
☆ADVOCATE GROUP LLC CIK 0001853401 0.368 122 10.3 1.7% 3 -0.2 pp -0.1 pp +1.7 pp +1.7 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 10.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 10.0 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Zimmer Partners, LP CIK 0001565854 0.202 112 10.0 0.3% 1 +0.3 pp -1.2 pp +0.3 pp +0.3 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 9.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 9.7 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 9.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 9.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 9.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 9.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 9.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 9.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 9.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 8.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.0 0.0% 0 -0.7 pp -0.9 pp +0.0 pp +0.0 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 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
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Amica Retiree Medical Trust CIK 0001599950 0.187 141 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆State of Wyoming CIK 0001821626 0.105 1872 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Voleon Capital Management LP CIK 0001479847 0.338 761 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Optas, LLC CIK 0001802961 0.460 494 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
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Avengers, Inc. CIK 0001844393 0.740 155 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
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 0.0 0.0% 0 -0.6 pp -0.3 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 EVRG). Qtrs Held counts distinct quarters this fund has actually held EVRG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EVRG position size. Δ columns are the percentage-point change in EVRG'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