Signals

FCFS

539 in-universe funds with a nonzero position in FCFS within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22469
Score / z-0.043 / -0.06
Consensus172.95 over 301 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+13% / 2.4d

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 891.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 695.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 406.4 1.7% 4 +0.2 pp +0.1 pp +0.3 pp +1.7 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 267.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 216.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hood River Capital Management LLC CIK 0001578177 0.546 166 213.2 2.1% 4 +0.2 pp +0.6 pp +1.0 pp +2.1 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 208.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 186.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY MANAGEMENT INC /WI/ CIK 0000764532 0.570 56 171.5 2.1% 4 +0.4 pp +0.1 pp +0.5 pp +2.1 pp
Stephens Investment Management Group LLC CIK 0001314440 0.460 176 156.5 2.1% 4 +0.4 pp +0.4 pp +0.6 pp +2.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 149.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 149.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Capital Research Global Investors CIK 0001422848 0.983 426 105.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 99.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 97.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 93.4 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Boston Partners CIK 0001386060 0.833 802 93.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 89.3 0.9% 4 +0.2 pp +0.1 pp +0.2 pp +0.9 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 88.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 84.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 81.2 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
Nuveen, LLC CIK 0001871926 0.966 3735 75.8 0.0% 4 +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 69.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 69.2 0.0% 4 +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 61.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 56.8 0.0% 4 +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 55.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlas FRM LLC CIK 0001879898 0.625 25 50.8 3.3% 2 +2.5 pp +3.3 pp +3.3 pp +3.3 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 50.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 42.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 42.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 39.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 39.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 36.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 35.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 34.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 34.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 34.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 33.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW SOUTH CAPITAL MANAGEMENT INC CIK 0001044797 0.745 48 33.7 1.6% 4 +0.3 pp +0.3 pp +0.4 pp +1.6 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 33.5 0.3% 4 +0.0 pp -0.0 pp +0.1 pp +0.3 pp
FIRST SABREPOINT CAPITAL MANAGEMENT LP CIK 0001731530 0.281 20 33.3 13.6% 4 +0.8 pp +0.8 pp +2.0 pp +13.6 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 32.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 31.1 0.9% 4 +0.2 pp +0.3 pp +0.3 pp +0.9 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 30.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 28.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Candriam S.C.A. CIK 0001537014 0.787 677 28.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 28.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 28.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TREMBLANT CAPITAL GROUP CIK 0001353312 0.409 58 26.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 25.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 25.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 21.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 20.6 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 19.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Azora Capital LP CIK 0001700272 0.093 47 18.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 17.2 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 16.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 16.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 15.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 14.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 13.3 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 0.253 292 13.3 1.3% 4 +0.3 pp +0.1 pp +0.2 pp +1.3 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 12.7 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 12.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 12.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 11.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 10.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 10.4 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
AWH Capital, L.P. CIK 0001682475 0.272 22 9.2 8.4% 4 +1.2 pp +0.3 pp +0.6 pp +8.4 pp
Creative Planning CIK 0001540235 0.979 4196 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 8.9 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 8.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 7.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hosking Partners LLP CIK 0001650135 0.592 98 7.6 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
CROWN ADVISORS MANAGEMENT, INC. CIK 0001733248 0.311 43 7.5 5.0% 4 +0.8 pp +0.8 pp +0.7 pp +5.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 7.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 7.0 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 7.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 7.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 7.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 6.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 6.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EVEXIA WEALTH LLC CIK 0001975710 0.437 77 6.6 1.8% 3 +0.7 pp +0.8 pp +1.8 pp +1.8 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 6.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Informed Momentum Co LLC CIK 0001510989 0.009 268 6.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 6.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 5.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 5.7 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 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 5.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Livforsakringsbolaget Skandia, Omsesidigt CIK 0001547926 0.561 444 5.0 0.2% 4 +0.1 pp +0.1 pp -0.4 pp +0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 4.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pullen Investment Management, LLC CIK 0002011668 0.100 98 3.9 1.9% 4 +0.2 pp +0.2 pp +0.5 pp +1.9 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 3.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 3.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.6 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Seneca House Advisors CIK 0001731359 0.316 103 3.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Future Fund LLC CIK 0001911970 0.079 118 3.6 1.2% 4 +0.5 pp +0.7 pp +0.9 pp +1.2 pp
One Capital Management, LLC CIK 0001606588 0.779 522 3.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 3.5 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lisanti Capital Growth, LLC CIK 0001424467 0.005 109 3.2 0.8% 1 +0.8 pp +0.8 pp +0.6 pp +0.8 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Day Solutions, LLC CIK 0001467517 0.377 134 3.1 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 3.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Monument Capital Management CIK 0001729428 0.068 262 2.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 2.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 2.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRT Capital Management, LLC CIK 0001798923 0.000 64 2.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
L & S Advisors Inc CIK 0001392364 0.047 236 2.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palisades Investment Partners, LLC CIK 0001427373 0.152 53 2.7 1.0% 4 +0.3 pp +0.2 pp +0.3 pp +1.0 pp
Midway Capital Research & Management CIK 0002115416 0.312 114 2.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 2.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PVG ASSET MANAGEMENT CORP CIK 0000820434 0.274 129 2.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Linden Thomas Advisory Services, LLC CIK 0001965702 0.218 542 2.4 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Aubrey Capital Management Ltd CIK 0001730754 0.021 39 2.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
OAK RIDGE INVESTMENTS LLC CIK 0001054554 0.366 170 2.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 2.4 0.0% 1 +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 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRANT POINT INVESTMENT MANAGEMENT LLC CIK 0001279030 0.141 96 2.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 2.0 0.0% 4 +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 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 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
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
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
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
Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 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 -0.1 pp +0.0 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 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
NEW YORK STATE TEACHERS RETIREMENT SYSTEM CIK 0000314969 0.106 1631 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp -0.0 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
Inspire Investing, LLC CIK 0001670139 0.034 1266 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 0.0 0.0% 0 +0.0 pp -1.4 pp -1.1 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 -0.1 pp -0.0 pp
Petrus Trust Company, LTA CIK 0001473429 0.705 27 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
AdvisorShares Investments LLC CIK 0001425930 0.032 269 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 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 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
SIG BROKERAGE, LP CIK 1094429 0.013 305 0.0 0.0% 0 +0.0 pp -0.1 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
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
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Profit Investment Management, LLC CIK 0001286295 0.000 35 0.0 0.0% 0 +0.0 pp -3.2 pp -3.0 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
Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 +0.0 pp -0.4 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
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 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
INCEPTIONR LLC CIK 0001821561 0.000 628 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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
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
Sheets Smith Investment Management CIK 0001785199 0.008 137 0.0 0.0% 0 +0.0 pp -1.2 pp -1.4 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.0 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
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
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 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 FCFS). Qtrs Held counts distinct quarters this fund has actually held FCFS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FCFS position size. Δ columns are the percentage-point change in FCFS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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