Signals

FIVE

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

Flow ranking

Rank#24508
Score / z-1.665 / -2.49
Consensus188.38 over 336 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+1% / 2.6d

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 0 831.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 773.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 346.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 321.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 289.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 265.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 259.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASATCH ADVISORS LP CIK 0000814133 0.571 219 230.9 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 226.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Capital World Investors CIK 0001422849 0.974 637 209.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 178.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 160.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 148.4 2.5% 2 +0.3 pp +2.5 pp +2.5 pp +2.5 pp
SAMLYN CAPITAL, LLC CIK 0001421097 0.327 77 146.1 2.1% 2 +0.6 pp +2.1 pp +2.1 pp +2.1 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 140.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 131.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 128.6 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 128.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 126.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 120.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pacifica Capital Investments, LLC CIK 0001486713 0.851 15 111.6 30.3% 2 +2.0 pp +30.3 pp +30.3 pp +30.3 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 106.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anomaly Capital Management, LP CIK 0001817534 0.473 24 101.8 3.0% 2 -0.6 pp +3.0 pp +3.0 pp +3.0 pp
Stephens Investment Management Group LLC CIK 0001314440 0.460 176 101.8 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 99.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Giverny Capital Inc. CIK 0001641864 0.751 51 98.6 3.0% 3 +0.2 pp +1.3 pp +3.0 pp +3.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 90.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 83.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hook Mill Capital Partners, LP CIK 0001943395 0.163 37 81.4 7.4% 2 +1.6 pp +7.4 pp +7.4 pp +7.4 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 79.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 78.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 73.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 72.2 0.1% 2 -0.1 pp +0.1 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 71.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 69.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 67.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 65.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 65.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 61.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 60.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 60.2 1.4% 2 -1.5 pp +1.4 pp +1.4 pp +1.4 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 55.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 53.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 50.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 48.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEMPER AUGUSTUS INVESTMENTS GROUP LLC CIK 0001115373 0.751 50 47.7 6.0% 2 -0.0 pp +6.0 pp +6.0 pp +6.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 43.1 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 41.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 40.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 35.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Interval Partners, LP CIK 0001590228 0.033 216 34.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MANE GLOBAL CAPITAL MANAGEMENT LP CIK 0001856155 0.000 54 34.4 1.6% 2 +0.5 pp +1.6 pp +1.6 pp +1.6 pp
Man Group plc CIK 0001637460 0.631 2032 33.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hood River Capital Management LLC CIK 0001578177 0.546 166 32.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 31.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 31.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 28.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 28.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 27.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 26.5 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 26.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 26.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 25.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 25.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 24.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Divisadero Street Capital Management, LP CIK 0001901865 0.210 140 24.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 23.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 22.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 22.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 21.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Shellback Capital, LP CIK 0001591744 0.016 89 20.7 1.3% 2 +0.6 pp +1.3 pp +1.3 pp +1.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 20.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 20.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ampfield Management, L.P. CIK 0001853635 0.758 5 19.3 21.5% 2 +3.3 pp +21.5 pp +21.5 pp +21.5 pp
Nuveen, LLC CIK 0001871926 0.966 3735 18.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 18.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 18.4 0.7% 2 -0.4 pp +0.7 pp +0.7 pp +0.7 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 18.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 17.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Creek Advisors LLC CIK 0001333709 0.134 64 17.8 2.6% 2 +0.6 pp +2.6 pp +2.6 pp +2.6 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 17.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 17.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 16.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 16.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 15.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 15.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 15.0 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP CIK 0001595082 0.000 231 13.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PDT Partners, LLC CIK 0001564702 0.042 489 13.9 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 13.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EMERALD ADVISERS, LLC CIK 0001015083 0.164 237 13.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 11.5 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 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 11.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tabor Asset Management, LP CIK 0001834780 0.069 46 10.7 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 10.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 9.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Panoramic Capital, LLC CIK 0001950490 0.035 43 9.4 6.0% 2 +1.9 pp +6.0 pp +6.0 pp +6.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 9.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 9.2 0.1% 2 -0.4 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
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 8.1 0.0% 1 +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 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 8.0 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 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grandeur Peak Global Advisors, LLC CIK 0001569137 0.264 75 7.7 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Pembroke Management, LTD CIK 0001063497 0.301 100 7.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
EMERALD MUTUAL FUND ADVISERS TRUST CIK 0001352895 0.146 197 7.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 7.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 7.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Atika Capital Management LLC CIK 0001599731 0.149 62 7.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 6.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Standard LLC CIK 0001517666 0.035 27 6.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 6.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 5.7 0.0% 2 -0.1 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 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bullseye Asset Management LLC CIK 0001513779 0.127 56 5.3 2.8% 2 +0.5 pp +2.8 pp +2.8 pp +2.8 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 4.9 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 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 4.7 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Lisanti Capital Growth, LLC CIK 0001424467 0.005 109 4.6 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.5 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 4.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.2 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 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 3.7 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 3.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
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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
Trexquant Investment LP CIK 0001633445 0.115 1625 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Voleon Capital Management LP CIK 0001479847 0.337 761 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hardy Reed LLC CIK 0001761871 0.866 252 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invenomic Capital Management LP CIK 0001769456 0.090 115 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 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
Capital Research Global Investors CIK 0001422848 0.983 426 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 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
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eisler Capital Management Ltd. CIK 0002055810 0.000 376 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 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
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
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
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 -0.2 pp -0.0 pp -0.1 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MYDA Advisors LLC CIK 0001589689 0.023 143 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 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 -0.3 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
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 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
Applied Finance Capital Management, LLC CIK 0001966007 0.403 218 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 -0.1 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
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
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fund 1 Investments, LLC CIK 0001959730 0.078 45 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.0 0.0% 0 -0.1 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
DeepCurrents Investment Group LLC CIK 0001754535 0.160 103 0.0 0.0% 0 -0.1 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 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 FIVE). Qtrs Held counts distinct quarters this fund has actually held FIVE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FIVE position size. Δ columns are the percentage-point change in FIVE'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