Signals

FERG

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

Flow ranking

Rank#24190
Score / z-0.285 / -0.43
Consensus300.83 over 545 funds
Momentumno 12m return

Price & positioning

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

Forensics

Issuance as of 2026Q2
Accrual ratio0.020
F-score6
M-score-2.12
Net issuance100.0%

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 4
FiledFormItems
2026-08-14 8-K 8.01, 9.01
2026-08-11 8-K 1.01, 2.03, 9.01
2026-08-10 8-K 2.02, 9.01
2026-07-13 8-K 7.01, 9.01
2026-05-05 8-K 2.02, 9.01
2026-05-04 8-K 5.07
2026-02-24 8-K 2.02, 9.01
2025-12-09 8-K 2.02, 9.01
2025-12-04 8-K 5.07
2025-09-22 8-K 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker EvalMixed
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 4,337.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,701.9 0.0% 2 +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 1,463.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
FMR LLC CIK 0000315066 0.989 5571 1,247.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1,245.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 1,000.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 980.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 838.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Soroban Capital Partners LP CIK 0001517857 0.964 23 821.0 6.8% 2 -1.1 pp +6.8 pp +6.8 pp +6.8 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 756.2 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 753.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 711.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 679.5 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 664.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Egerton Capital (UK) LLP CIK 0001581811 0.848 23 584.0 6.2% 2 +1.2 pp +6.2 pp +6.2 pp +6.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 563.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 524.5 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 508.1 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 470.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 464.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIDUCIARY MANAGEMENT INC /WI/ CIK 0000764532 0.570 56 445.0 4.5% 2 -1.2 pp +4.5 pp +4.5 pp +4.5 pp
CANTILLON CAPITAL MANAGEMENT LLC CIK 0001279936 0.470 27 442.4 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 396.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 387.9 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
Capital Research Global Investors CIK 0001422848 0.983 426 386.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 346.3 1.6% 2 -0.5 pp +1.6 pp +1.6 pp +1.6 pp
Amundi CIK 0001330387 0.000 1 341.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Foxhaven Asset Management, LP CIK 0001590531 0.905 16 340.9 8.5% 2 +0.3 pp +8.5 pp +8.5 pp +8.5 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 337.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
W1M Investment Management Ltd CIK 0001344114 0.000 0 328.9 4.2% 2 +0.9 pp +4.2 pp +4.2 pp +4.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 313.8 0.0% 2 -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 309.9 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
59 North Capital Management, LP CIK 0001805589 0.557 19 281.9 8.8% 2 +4.2 pp +8.8 pp +8.8 pp +8.8 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 267.6 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
BAUPOST GROUP LLC/MA CIK 0001061768 0.000 23 259.5 5.4% 2 -0.6 pp +5.4 pp +5.4 pp +5.4 pp
Durable Capital Partners LP CIK 0001798849 0.765 36 244.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 244.2 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 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 208.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Pacific Advisors, LP CIK 0001377581 0.846 74 205.8 2.8% 2 -1.1 pp +2.8 pp +2.8 pp +2.8 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 204.7 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 202.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 190.6 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 189.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 183.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rathbones Group PLC CIK 0001351991 0.902 665 182.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 182.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 175.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 172.0 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 161.8 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 159.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 156.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
EMINENCE CAPITAL, LP CIK 0001107310 0.000 0 151.3 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 150.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 149.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 147.7 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Findlay Park Partners LLP CIK 0001351950 0.605 49 145.4 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 144.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 143.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 142.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 137.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 134.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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 133.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NAYA CAPITAL MANAGEMENT UK LTD CIK 0001665012 0.853 3 132.8 11.3% 2 -9.9 pp +11.3 pp +11.3 pp +11.3 pp
Perpetual Ltd CIK 0001647273 0.486 419 132.5 1.6% 2 +0.7 pp +1.6 pp +1.6 pp +1.6 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 132.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 130.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 130.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 127.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 126.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 121.1 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 117.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XN LP CIK 0001756558 0.535 27 113.1 3.3% 2 +1.3 pp +3.3 pp +3.3 pp +3.3 pp
Wesleyan Assurance Society CIK 0001773368 0.720 109 112.2 6.7% 2 -0.4 pp +6.7 pp +6.7 pp +6.7 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 111.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 105.5 1.5% 2 -0.5 pp +1.5 pp +1.5 pp +1.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 102.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 99.4 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 97.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 94.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Southpoint Capital Advisors LP CIK 0001319998 0.396 33 89.8 2.4% 2 +0.7 pp +2.4 pp +2.4 pp +2.4 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 87.5 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 86.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 85.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rokos Capital Management LLP CIK 0001666335 0.000 134 79.2 1.0% 2 +0.8 pp +1.0 pp +1.0 pp +1.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 78.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kinetic Partners Management, LP CIK 0001911448 0.140 47 78.4 3.8% 2 +1.1 pp +3.8 pp +3.8 pp +3.8 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 78.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 72.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 72.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Pension Service CIK 0001608046 0.956 552 71.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 70.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 69.8 2.0% 2 -0.3 pp +2.0 pp +2.0 pp +2.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 69.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Robeco Schweiz AG CIK 0001418427 0.613 126 69.0 1.6% 2 -0.8 pp +1.6 pp +1.6 pp +1.6 pp
MONTANOVA CAPITAL, LLC CIK 0001569064 0.534 95 68.8 2.1% 2 +0.5 pp +2.1 pp +2.1 pp +2.1 pp
MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 65.8 8.8% 2 +2.0 pp +8.8 pp +8.8 pp +8.8 pp
GFI Investment Counsel Ltd. CIK 0001688774 0.782 30 63.7 6.6% 4 -0.3 pp +1.1 pp +1.0 pp +6.6 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 61.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 58.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 58.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SATURNA CAPITAL CORP CIK 0001316617 0.899 140 53.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Interval Partners, LP CIK 0001590228 0.034 216 51.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 51.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 50.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Crow's Nest Holdings LP CIK 0001898772 0.758 11 50.5 10.5% 2 -0.5 pp +10.5 pp +10.5 pp +10.5 pp
Atreides Management, LP CIK 0001777813 0.274 46 50.0 1.3% 2 -0.5 pp +1.3 pp +1.3 pp +1.3 pp
W1M Asset Management Ltd CIK 0001767559 0.885 203 49.7 3.5% 2 -0.4 pp +3.5 pp +3.5 pp +3.5 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 49.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 49.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 48.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 47.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manchester Global Management (UK) Ltd CIK 0001965104 0.705 23 47.2 6.2% 2 +2.3 pp +6.2 pp +6.2 pp +6.2 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 46.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 45.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital World Investors CIK 0001422849 0.974 637 44.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 44.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 42.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 42.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 42.1 0.9% 4 +0.0 pp +0.2 pp +0.1 pp +0.9 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 42.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 41.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 40.2 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 39.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 38.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRAN CAPITAL MANAGEMENT, L.P. CIK 0001009262 0.437 66 37.9 4.5% 2 -0.6 pp +4.5 pp +4.5 pp +4.5 pp
AVIVA PLC CIK 0001140022 0.925 854 37.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 37.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Lionstone Capital Management LLC CIK 0001575662 0.915 11 36.2 8.5% 2 +0.0 pp +8.5 pp +8.5 pp +8.5 pp
Fisher Funds Management LTD CIK 0001435028 0.536 174 36.0 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 35.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 34.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 33.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 33.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 32.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Rivermont Capital Management LP CIK 0001965613 0.110 20 32.3 8.5% 2 -2.1 pp +8.5 pp +8.5 pp +8.5 pp
Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 32.2 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 31.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 30.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Swedbank AB CIK 0000946431 0.941 696 30.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 30.2 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Skye Global Management LP CIK 0001675884 0.960 30 28.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 28.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 28.5 1.3% 3 -0.4 pp -0.0 pp +1.3 pp +1.3 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 27.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
FIL Ltd CIK 0000318989 0.878 1140 26.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 24.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 23.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 23.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +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
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Saranac Partners Ltd CIK 0002098745 0.206 112 0.0 0.0% 0 -0.2 pp -0.1 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
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
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH CIK 0001142433 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANZ SE CIK 0001127508 0.910 519 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Employees Provident Fund Board CIK 0001600177 0.852 68 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 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
Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VEGA INVESTMENT SOLUTIONS CIK 0002056914 0.174 144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Whetstone Capital Advisors, LLC CIK 0001607278 0.338 67 0.0 0.0% 0 -0.1 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
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Mediolanum International Funds Ltd CIK 0002022028 0.592 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Railway Pension Investments Ltd CIK 0001658020 0.554 102 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Volterra Technologies LP CIK 0001833567 0.000 81 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 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
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 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
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARBER ASSET MANAGEMENT LLC CIK 0001387921 0.055 39 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ISTHMUS PARTNERS, LLC CIK 0001639666 0.299 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
River Road Asset Management, LLC CIK 0001341401 0.545 175 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Capula Management Ltd CIK 0001557017 0.915 303 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 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
Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 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
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 -0.1 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
CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 +0.0 pp -0.3 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
MARINER INVESTMENT GROUP LLC CIK 0001096978 0.221 75 0.0 0.0% 0 -1.2 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 -0.0 pp -0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 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
Laurion Capital Management LP CIK 0001390202 0.192 253 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
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
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMF Tjanstepension AB CIK 0001553562 0.910 121 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Applied Capital LLC/FL CIK 0001965393 0.206 92 0.0 0.0% 0 -1.3 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
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chico Wealth RIA CIK 0001926037 0.794 49 0.0 0.0% 0 -0.2 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
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
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 FERG). Qtrs Held counts distinct quarters this fund has actually held FERG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FERG position size. Δ columns are the percentage-point change in FERG'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