Signals

FELE

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

Flow ranking

Rank#17905
Score / z0.000 / -0.00
Consensus129.72 over 216 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 591.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 413.9 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 191.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 182.6 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 169.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 154.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 116.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 106.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 98.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 93.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 90.4 0.0% 2 -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 69.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 60.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 59.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.672 396 58.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 52.1 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 47.7 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 42.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 36.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 34.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 32.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tributary Capital Management, LLC CIK 0001441888 0.323 135 29.8 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 27.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 24.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 23.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 20.0 0.0% 2 +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 19.6 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 17.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Running Oak Capital LLC CIK 0001803994 0.162 59 16.4 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 16.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 15.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 14.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 14.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 14.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 13.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 13.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 13.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 13.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 12.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 12.2 0.0% 3 -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 12.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 11.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 11.0 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 9.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 9.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 9.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MONARCH CAPITAL MANAGEMENT INC CIK 0000938759 0.352 130 9.3 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 9.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 8.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 8.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 8.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 8.3 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 8.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 7.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Swiss National Bank CIK 0001582202 0.961 2301 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 6.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 6.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 6.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 6.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 5.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Man Group plc CIK 0001637460 0.631 2032 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 4.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 4.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
AlphaQuest LLC CIK 0001883897 0.000 0 4.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EULAV Asset Management CIK 0001540826 0.373 152 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 4.2 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridge City Capital, LLC CIK 0001713521 0.134 114 3.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meiji Yasuda Asset Management Co Ltd. CIK 0001491685 0.417 596 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 2.4 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 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CAPITAL MANAGEMENT INC CIK 0001320168 0.498 80 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 2.0 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 2.0 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 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.8 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 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fruth Investment Management CIK 0001416856 0.254 225 1.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 1.3 0.0% 2 -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 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redmond Asset Management, LLC CIK 0001567890 0.222 199 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 1.1 0.0% 2 +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 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.0 0.0% 2 +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 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -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
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
Weiss Asset Management LP CIK 0001357550 0.000 613 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 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
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
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
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
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 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
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Petrus Trust Company, LTA CIK 0001473429 0.705 27 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 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 -0.0 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 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
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
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUDLEY & SHANLEY, INC. CIK 0000883511 0.501 37 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 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
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
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
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 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 FELE). Qtrs Held counts distinct quarters this fund has actually held FELE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FELE position size. Δ columns are the percentage-point change in FELE'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