Signals

EXEL

680 in-universe funds with a nonzero position in EXEL within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#1125
Score / z0.040 / 0.06
Consensus193.92 over 363 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

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 1,212.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,076.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 805.4 4.6% 2 +1.2 pp +4.6 pp +4.6 pp +4.6 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 638.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 459.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 379.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 343.6 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 316.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 246.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 217.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 172.7 0.0% 2 -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 132.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 132.0 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 112.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 109.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Investment Management Group LLC CIK 0001314440 0.460 176 103.7 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 101.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 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 97.6 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 96.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 94.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 92.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 89.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 87.2 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
FMR LLC CIK 0000315066 0.989 5571 73.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 68.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Caligan Partners LP CIK 0001727492 0.722 25 63.0 8.7% 2 -4.3 pp +8.7 pp +8.7 pp +8.7 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 59.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 58.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 53.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 53.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 48.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 0001085936 0.494 243 45.2 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 44.4 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 41.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 40.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 40.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 38.9 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 38.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 38.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 36.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 35.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 34.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Swedbank AB CIK 0000946431 0.941 696 34.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 34.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 33.3 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 31.9 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 31.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 30.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 30.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 29.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Candriam S.C.A. CIK 0001537014 0.787 677 28.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 27.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 26.4 0.0% 2 +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 26.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 25.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 24.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 24.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EULAV Asset Management CIK 0001540826 0.373 152 23.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 23.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 22.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 22.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 22.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 22.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 21.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 21.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 21.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 21.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Krensavage Asset Management, LLC CIK 0001609251 0.683 18 21.4 9.1% 2 -2.4 pp +9.1 pp +9.1 pp +9.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 20.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 20.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 19.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
NFJ INVESTMENT GROUP, LLC CIK 0001862664 0.181 208 17.7 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
South Street Advisors LLC CIK 0001399706 0.498 84 17.6 2.3% 2 +1.1 pp +2.3 pp +2.3 pp +2.3 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 17.6 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 15.8 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 15.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 15.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 14.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 14.0 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 13.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 13.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 13.1 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 13.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 13.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 12.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 12.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 12.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 12.2 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 12.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SEIZERT CAPITAL PARTNERS, LLC CIK 0001134283 0.413 181 12.1 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 12.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 11.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 11.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 11.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLOBEFLEX CAPITAL L P CIK 0000921531 0.114 394 10.8 1.7% 2 -1.8 pp +1.7 pp +1.7 pp +1.7 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 10.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 10.2 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 10.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 10.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 9.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURNEY CO/ CIK 0000940445 0.713 605 9.5 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 9.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 9.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestcor Inc CIK 0001536925 0.400 1189 8.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 8.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital Impact Advisors, LLC CIK 0001602198 0.253 29 8.4 1.9% 2 -0.5 pp +1.9 pp +1.9 pp +1.9 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 8.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 8.0 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 7.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL MANAGEMENT CORP /VA CIK 0001074273 0.483 72 7.5 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 7.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 7.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 7.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 7.1 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 6.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 6.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Livforsakringsbolaget Skandia, Omsesidigt CIK 0001547926 0.561 444 6.1 0.2% 2 -3.4 pp +0.2 pp +0.2 pp +0.2 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 6.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 6.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 5.5 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 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 5.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
13D Management LLC CIK 0001600133 0.386 11 5.0 4.8% 2 -1.0 pp +4.8 pp +4.8 pp +4.8 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 4.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUSSMAN STRATEGIC ADVISORS, INC. CIK 0001179475 0.008 231 4.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 4.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 4.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Global Advisors, LLC CIK 0001580212 0.136 129 4.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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V-Square Quantitative Management LLC CIK 0001943239 0.480 725 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Teton Advisors, Inc. CIK 0001444874 0.146 184 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp +0.0 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 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 -0.1 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
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calydon Capital CIK 0001759271 0.373 277 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Raiffeisen Bank International AG CIK 0002044885 0.723 593 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Phocas Financial Corp. CIK 0001356783 0.164 153 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 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 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 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
Abacus FCF Advisors LLC CIK 0001604903 0.160 58 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Global IMC LLC CIK 0001741619 0.000 11 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 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
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 EXEL). Qtrs Held counts distinct quarters this fund has actually held EXEL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EXEL position size. Δ columns are the percentage-point change in EXEL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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