Signals

FERG

1169 in-universe funds with a nonzero position in FERG within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#386
Score / z0.561 / 0.66
Consensus307.01 over 557 funds
Momentum-0.26 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-11%
Short interest+15% / 2.3d ⚡

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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,726.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 2,168.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 2,077.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 1,794.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 1,711.0 0.3% 5 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,147.7 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 1,100.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 998.0 1.8% 3 -0.4 pp -0.2 pp +1.8 pp +1.8 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 912.2 0.2% 5 -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 906.5 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 810.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Durable Capital Partners LP CIK 0001798849 0.765 36 707.2 6.9% 4 +1.6 pp +3.6 pp +5.1 pp +6.9 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 672.5 1.8% 5 +0.0 pp +0.3 pp +0.2 pp +0.2 pp
Soroban Capital Partners LP CIK 0001517857 0.964 23 576.4 4.1% 5 +0.1 pp -0.8 pp -2.7 pp -3.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 573.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 518.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 503.4 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 502.4 0.5% 5 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
Capital Research Global Investors CIK 0001422848 0.983 426 502.3 0.1% 5 -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 487.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 477.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 475.0 0.4% 5 +0.2 pp +0.3 pp +0.2 pp +0.3 pp
W1M Asset Management Ltd CIK 0001767559 0.885 203 469.9 4.3% 5 -0.4 pp +0.2 pp +0.8 pp +0.3 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 452.7 0.7% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 424.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 424.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 390.7 0.1% 7 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
59 North Capital Management, LP CIK 0001805589 0.557 19 380.3 8.5% 5 -1.5 pp -0.2 pp -0.3 pp +3.9 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 375.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 361.2 1.2% 5 +0.1 pp -0.5 pp -0.4 pp -0.6 pp
Foxhaven Asset Management, LP CIK 0001590531 0.905 16 351.2 9.4% 5 -0.6 pp +1.2 pp +0.9 pp +1.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 325.0 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 308.2 0.7% 5 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 293.0 0.3% 5 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 291.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 286.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 286.6 1.0% 5 -0.0 pp -0.2 pp -0.2 pp -0.5 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 277.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 270.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 263.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 261.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 256.5 0.2% 6 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Amundi CIK 0001330387 0.000 1 253.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 248.3 0.2% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Egerton Capital (UK) LLP CIK 0001581811 0.848 23 238.8 2.3% 5 +0.7 pp -0.1 pp -3.9 pp -2.7 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 218.1 0.4% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 205.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIDUCIARY MANAGEMENT INC /WI/ CIK 0000764532 0.570 56 200.5 2.9% 5 -1.0 pp -0.8 pp -1.7 pp -2.8 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 199.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
First Pacific Advisors, LP CIK 0001377581 0.846 74 186.7 2.3% 5 -0.4 pp -0.3 pp -0.5 pp -1.6 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 186.5 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 184.6 3.6% 5 -0.4 pp +0.2 pp +0.1 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 176.7 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 173.9 0.1% 5 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 169.8 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 164.8 0.4% 5 -0.6 pp -0.6 pp -0.7 pp -0.9 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 158.8 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 156.4 0.3% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
Findlay Park Partners LLP CIK 0001351950 0.605 49 146.9 2.0% 5 +0.4 pp +0.5 pp +0.5 pp +0.2 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 138.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 132.4 14.3% 5 -0.4 pp +3.4 pp +5.5 pp +7.6 pp
Swiss National Bank CIK 0001582202 0.961 2301 130.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
XN LP CIK 0001756558 0.535 27 122.3 3.2% 5 +1.1 pp +1.9 pp -0.1 pp +1.2 pp
Wesleyan Assurance Society CIK 0001773368 0.721 109 117.9 6.0% 5 -0.8 pp -0.4 pp -0.8 pp -1.1 pp
Rathbones Group PLC CIK 0001351991 0.902 665 115.8 0.4% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 112.9 0.9% 5 -0.1 pp -0.2 pp -0.7 pp -1.3 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 109.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 105.1 0.1% 5 -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 103.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 102.9 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 101.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Man Group plc CIK 0001637460 0.631 2032 95.3 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 90.1 0.2% 5 -0.1 pp +0.1 pp -0.1 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 89.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 87.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 86.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 84.7 0.2% 5 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 84.7 0.1% 4 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 84.4 1.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 83.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 80.7 0.1% 5 -0.1 pp -0.2 pp -0.1 pp -0.0 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 80.4 1.2% 5 +0.1 pp +0.1 pp -0.6 pp -0.6 pp
National Pension Service CIK 0001608046 0.956 552 80.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 79.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Munich Reinsurance Co Stock Corp in Munich CIK 0002090208 0.476 164 77.5 1.7% 3 -0.1 pp -0.0 pp +1.7 pp +1.7 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 74.1 0.5% 5 -0.1 pp -0.0 pp -0.2 pp +0.4 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 72.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 72.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 71.4 2.0% 5 -0.0 pp +0.1 pp -0.0 pp -0.3 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 71.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Perpetual Ltd CIK 0001647273 0.486 419 67.8 1.0% 5 +0.2 pp -0.5 pp -0.7 pp -0.0 pp
SATURNA CAPITAL CORP CIK 0001316617 0.899 140 66.1 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Robeco Schweiz AG CIK 0001418427 0.613 126 65.5 1.1% 5 -0.1 pp -0.2 pp -0.5 pp -1.3 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 64.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 59.9 0.0% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
GFI Investment Counsel Ltd. CIK 0001688774 0.782 30 59.6 8.1% 7 -0.3 pp +2.2 pp +1.5 pp +1.1 pp
Southpoint Capital Advisors LP CIK 0001319998 0.396 33 59.3 1.3% 5 -1.5 pp -1.8 pp -1.0 pp -0.3 pp
FIL Ltd CIK 0000318989 0.878 1140 59.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skye Global Management LP CIK 0001675884 0.960 30 58.9 1.1% 5 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
MONTANOVA CAPITAL, LLC CIK 0001569064 0.534 95 58.6 1.2% 5 -0.1 pp +0.3 pp -0.9 pp -0.3 pp
Manchester Global Management (UK) Ltd CIK 0001965104 0.705 23 54.0 6.0% 5 -1.7 pp -2.3 pp -0.2 pp +2.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 53.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 52.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 51.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 51.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 49.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 45.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 43.5 0.4% 7 -0.2 pp -0.2 pp -0.5 pp -0.5 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 43.5 1.2% 3 +0.6 pp +0.6 pp +1.2 pp +1.2 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 43.3 0.7% 5 -0.3 pp -0.2 pp -0.8 pp -1.3 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 42.8 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 42.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.2 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 42.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 41.2 0.6% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 40.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rivermont Capital Management LP CIK 0001965613 0.110 20 39.7 5.6% 5 +0.6 pp +1.2 pp -2.9 pp -5.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 39.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 38.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lionstone Capital Management LLC CIK 0001575662 0.915 11 38.2 8.8% 5 -0.3 pp +0.5 pp +0.3 pp +0.4 pp
TRAN CAPITAL MANAGEMENT, L.P. CIK 0001009262 0.437 66 38.2 4.4% 5 -0.8 pp -0.1 pp -0.1 pp -0.7 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 36.3 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PBU - The Pension Fund of Early Childhood & Youth Educators CIK 0002103310 0.321 124 35.3 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
Atreides Management, LP CIK 0001777813 0.274 46 35.1 0.3% 5 -0.5 pp -0.5 pp -1.0 pp -1.5 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 34.4 0.2% 5 -0.8 pp -0.8 pp -0.8 pp -0.8 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 34.1 0.0% 5 +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 33.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fisher Funds Management LTD CIK 0001435028 0.536 174 32.0 0.9% 5 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
Jain Global LLC CIK 0002024579 0.024 1417 32.0 0.4% 1 +0.4 pp +0.2 pp +0.4 pp +0.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 30.9 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 30.8 0.1% 5 -0.1 pp +0.0 pp -0.0 pp +0.1 pp
ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 30.4 1.0% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 30.2 0.1% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 30.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 29.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 29.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 28.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 28.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 28.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sone Capital Management, LLC CIK 0002026215 0.034 108 28.3 2.2% 3 +0.2 pp +0.9 pp +2.2 pp +2.2 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 28.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 27.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 27.4 1.3% 6 -0.1 pp +0.2 pp +0.0 pp -0.4 pp
Swedbank AB CIK 0000946431 0.941 696 27.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 26.7 0.8% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 26.0 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 25.8 0.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 25.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 25.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Acumen Wealth Advisors, LLC CIK 0001939202 0.059 493 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
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Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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1015 Capital Partners, LLC CIK 0002133991 0.252 609 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Brooklyn FI, LLC CIK 0001916123 0.652 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Sunrise Financial Services, LLC CIK 0002110891 0.491 587 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Seneschal Advisors, LLC CIK 0002039659 0.657 596 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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LSV ASSET MANAGEMENT CIK 0001050470 0.036 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.0 0.0% 0 +0.0 pp -0.1 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
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
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
D1 Capital Partners L.P. CIK 0001747057 0.000 55 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp -0.8 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 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 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
R Squared Ltd CIK 0001896148 0.003 509 0.0 0.0% 0 +0.0 pp -0.1 pp -0.8 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
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 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
LOEWS CORP (L) CIK 0000060086 0.992 28 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Bares Capital Management, Inc. CIK 0001340807 0.923 24 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
STANCE CAPITAL LLC CIK 0002056334 0.005 340 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Alamea Verwaltungs GmbH CIK 0001727645 0.240 73 0.0 0.0% 0 -0.5 pp -0.3 pp -0.3 pp -0.3 pp
WRIGHT INVESTORS SERVICE INC CIK 0000108572 0.214 148 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Alta Advisers Ltd CIK 0001536114 0.367 219 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.5 pp
Canoe Financial LP CIK 0001908219 0.716 110 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 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 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.0 pp -0.2 pp -0.0 pp +0.0 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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