Signals

EXPE

1208 in-universe funds with a nonzero position in EXPE within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22704
Score / z-0.393 / -0.57
Consensus370.71 over 712 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-9% / 5.1d

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
VANGUARD GROUP INC CIK 0000102909 0.000 0 4,188.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,786.6 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 4261 1,597.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,535.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 954.5 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 938.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NORGES BANK CIK 0001374170 0.994 1617 862.0 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 829.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 701.3 3.1% 3 +0.7 pp +1.0 pp +3.1 pp +3.1 pp
WINDACRE PARTNERSHIP LLC CIK 0001599383 0.983 11 666.4 7.1% 3 -2.7 pp -0.6 pp +7.1 pp +7.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 622.6 0.4% 3 -0.0 pp -0.0 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 612.6 0.0% 5 +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 597.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PAR CAPITAL MANAGEMENT INC CIK 0001051359 0.934 45 552.0 14.6% 3 +0.8 pp +1.5 pp +14.6 pp +14.6 pp
LYRICAL ASSET MANAGEMENT LP CIK 0001542302 0.853 41 452.5 5.9% 3 +0.8 pp +2.0 pp +5.9 pp +5.9 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 421.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 364.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 364.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 363.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 360.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 332.5 0.1% 3 +0.0 pp +0.0 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 312.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 274.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 263.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 259.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FIL Ltd CIK 0000318989 0.878 1140 229.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 222.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 222.0 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 208.9 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 196.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 191.2 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 176.4 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 175.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 175.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 165.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 165.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 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 163.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 160.4 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 156.6 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 155.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 143.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 139.4 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 128.5 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 122.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 109.8 0.5% 3 +0.1 pp +0.4 pp +0.5 pp +0.5 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 109.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Fiera Capital Corp CIK 0001505817 0.842 401 109.3 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 106.9 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 97.9 0.3% 3 +0.2 pp +0.1 pp +0.3 pp +0.3 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 97.5 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 96.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 94.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Railway Pension Investments Ltd CIK 0001658020 0.554 102 93.7 1.1% 3 +0.8 pp +0.9 pp +1.1 pp +1.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 91.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GLENVIEW CAPITAL MANAGEMENT, LLC CIK 0001138995 0.683 42 91.1 1.9% 3 +0.1 pp -0.5 pp +1.9 pp +1.9 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 90.9 0.3% 3 -0.2 pp -0.1 pp +0.3 pp +0.3 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 89.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 80.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 78.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 75.1 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
GOODNOW INVESTMENT GROUP, LLC CIK 0001362255 0.658 23 74.5 7.0% 3 -0.1 pp +0.5 pp +7.0 pp +7.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 70.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 69.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
National Pension Service CIK 0001608046 0.956 552 69.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 69.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 69.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 67.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 64.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 63.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEIZERT CAPITAL PARTNERS, LLC CIK 0001134283 0.413 181 63.1 2.7% 3 +0.1 pp +0.8 pp +2.7 pp +2.7 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 62.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 62.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 60.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 58.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 57.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 56.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 56.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vinva Investment Management Ltd CIK 0001968109 0.574 468 56.0 0.7% 3 +0.2 pp +0.4 pp +0.7 pp +0.7 pp
STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 55.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 55.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 55.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AustralianSuper Pty Ltd CIK 0001694164 0.632 288 53.8 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 51.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 50.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 50.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 50.3 1.5% 3 +0.3 pp +0.5 pp +1.5 pp +1.5 pp
Patient Capital Management, LLC CIK 0001854794 0.748 39 49.9 1.9% 3 -0.2 pp -0.1 pp +1.9 pp +1.9 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 49.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Swedbank AB CIK 0000946431 0.941 696 48.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 46.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 46.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 45.9 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 45.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 45.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 44.9 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 44.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 43.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 41.5 1.7% 3 +0.4 pp +0.8 pp +1.7 pp +1.7 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 40.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 39.9 1.5% 3 +0.5 pp +0.6 pp +1.5 pp +1.5 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 39.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 39.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 38.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 38.1 2.0% 3 +0.3 pp +0.6 pp +2.0 pp +2.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 37.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 35.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 35.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 32.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 32.4 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 31.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 30.8 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Achmea Investment Management B.V. CIK 0001697765 0.760 115 30.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Candriam S.C.A. CIK 0001537014 0.787 677 30.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 30.0 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Andra AP-fonden CIK 0001535452 0.620 393 29.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 29.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 29.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stanley Capital Management, LLC CIK 0001518934 0.344 37 28.8 4.8% 3 +1.2 pp +1.9 pp +4.8 pp +4.8 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 28.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 28.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 28.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 27.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 26.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 25.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 24.4 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 23.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 23.3 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 23.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 22.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 22.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 22.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 21.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund CIK 0001730896 0.655 184 21.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 21.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 20.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 20.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
GENERAL AMERICAN INVESTORS CO INC (GAM, GAM-PB) CIK 0000040417 0.655 69 20.7 1.3% 3 +0.3 pp -0.3 pp +1.3 pp +1.3 pp
Permit Capital, LLC CIK 0001313978 0.675 20 20.7 6.4% 3 +0.9 pp +1.9 pp +6.4 pp +6.4 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 20.7 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 20.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 20.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 20.4 1.0% 3 +0.2 pp +0.4 pp +1.0 pp +1.0 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 20.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 19.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 19.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 18.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 18.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 18.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 18.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ramiah Investment Group CIK 0001566307 0.000 79 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Donoghue Forlines LLC CIK 0001702435 0.000 114 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 0.0 0.0% 0 -0.0 pp +0.0 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
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 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
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
Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 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
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
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
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
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
Clarius Group, LLC CIK 0001664214 0.831 384 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 -0.2 pp +0.0 pp +0.0 pp
Hound Partners, LLC CIK 0001353316 0.078 32 0.0 0.0% 0 -6.2 pp -8.0 pp +0.0 pp +0.0 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 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
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ValueAct Holdings, L.P. CIK 0001418814 0.936 18 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 -0.0 pp -0.0 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
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 0.0 0.0% 0 +0.0 pp -0.5 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
S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 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
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.0 pp -0.0 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
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.0 0.0% 0 -0.2 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
PointState Capital LP CIK 0001509842 0.202 43 0.0 0.0% 0 -1.6 pp -1.1 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 0.0 0.0% 0 +0.0 pp +0.0 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
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
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 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 +0.0 pp -0.3 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
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mubadala Investment Co PJSC CIK 0001704268 0.995 72 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 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 0.0 0.0% 0 +0.0 pp -0.2 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
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Saraza Management, LP CIK 0001894188 0.399 18 0.0 0.0% 0 +0.0 pp -4.1 pp +0.0 pp +0.0 pp
CLARK ESTATES INC/NY CIK 0001056466 0.278 90 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Axim Planning & Wealth CIK 0001950607 0.146 89 0.0 0.0% 0 -0.5 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
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
ICON ADVISERS INC/CO CIK 0001058470 0.054 195 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 0 +0.0 pp -0.2 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 EXPE). Qtrs Held counts distinct quarters this fund has actually held EXPE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EXPE position size. Δ columns are the percentage-point change in EXPE'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