Signals

FOUR

425 in-universe funds with a nonzero position in FOUR within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#764
Score / z0.156 / 0.18
Consensus146.78 over 272 funds
Momentumno 12m return

Price & positioning

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

Forensics

Clean as of 2026Q2
Accrual ratio-0.005
F-score
M-score
Net issuance

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-08-06 8-K 2.02, 9.01
2026-07-13 8-K 1.01, 2.03, 9.01
2026-06-17 8-K 5.07, 9.01
2026-05-07 8-K 2.02, 9.01
2026-03-09 8-K 5.02, 7.01
2026-02-26 8-K 2.02, 9.01
2026-02-10 8-K 1.01, 9.01
2026-01-05 8-K 1.01, 2.03, 9.01
2025-12-18 8-K 1.01, 5.02
2025-12-08 8-K 1.01, 2.03, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-05-02 424B5 Shift4 Payments, Inc.
2025-04-30 424B5 Shift4 Payments, Inc.
2023-01-24 D Shift4 Payments, Inc.
2022-12-23 D Shift4 Payments, Inc.
2022-11-10 D Shift4 Payments, Inc.
2022-09-23 D Shift4 Payments, Inc.
2022-06-15 D Shift4 Payments, Inc.
2021-07-20 424B5 Shift4 Payments, Inc.

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
Durable Capital Partners LP CIK 0001798849 0.765 36 660.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 637.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASATCH ADVISORS LP CIK 0000814133 0.571 219 628.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 625.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP CIK 0001854440 0.970 10 492.2 15.7% 1 +15.7 pp +15.7 pp +15.7 pp +15.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 234.9 0.0% 1 +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 210.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 200.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 191.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 183.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 179.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 162.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 149.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 130.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 125.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 115.7 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 109.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 108.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Boston Partners CIK 0001386060 0.833 802 105.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 102.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 102.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spyglass Capital Management LLC CIK 0001654344 0.405 25 101.9 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
FIL Ltd CIK 0000318989 0.878 1140 95.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 94.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 92.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GOODNOW INVESTMENT GROUP, LLC CIK 0001362255 0.658 23 84.9 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 83.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Senator Investment Group LP CIK 0001443689 0.107 58 79.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Wolf Hill Capital Management, LP CIK 0001785988 0.205 26 79.2 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
ShawSpring Partners LLC CIK 0001766908 0.560 11 77.2 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 76.4 0.0% 1 +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 67.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 67.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 66.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 54.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 51.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
14B Captial Management LP CIK 0002009911 0.330 18 49.3 20.2% 1 +20.2 pp +20.2 pp +20.2 pp +20.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 49.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 48.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 46.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 46.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portolan Capital Management, LLC CIK 0001350290 0.078 148 43.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
BW Gestao de Investimentos Ltda. CIK 0001568280 0.068 294 41.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 35.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICE HALL JAMES & ASSOCIATES, LLC CIK 0001230765 0.367 240 33.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 33.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 33.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.441 548 32.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 32.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 32.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Artemis Investment Management LLP CIK 0001535385 0.328 213 31.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 31.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 30.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 29.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EMERALD ADVISERS, LLC CIK 0001015083 0.164 237 28.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 27.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maestria Partners LLC CIK 0002000390 0.711 14 27.0 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
Granahan Investment Management, LLC CIK 0001026710 0.275 150 25.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 24.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 23.6 0.1% 1 +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 21.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 21.8 0.0% 1 +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 20.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thematics Asset Management CIK 0001956031 0.494 125 19.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 18.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 18.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 17.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 16.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 16.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EMERALD MUTUAL FUND ADVISERS TRUST CIK 0001352895 0.146 197 15.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 15.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEEPWATER ASSET MANAGEMENT, LLC CIK 0001964171 0.103 35 14.6 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 13.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Nuveen, LLC CIK 0001871926 0.966 3735 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 12.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ratan Capital Management LP CIK 0001566887 0.000 47 12.3 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Swiss National Bank CIK 0001582202 0.961 2301 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 11.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 10.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 10.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 10.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 8.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
SORA INVESTORS LLC CIK 0001894532 0.034 76 8.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 7.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pier Capital, LLC CIK 0001310051 0.081 129 7.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meridiem Capital Partners LP CIK 0002026798 0.000 80 6.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Bullseye Asset Management LLC CIK 0001513779 0.127 56 6.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
General Equity Holdings LP CIK 0001700362 0.565 13 6.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 5.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1492 Capital Management LLC CIK 0001584087 0.142 133 5.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CenterBook Partners LP CIK 0001872738 0.028 693 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 5.0 0.1% 1 +0.1 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 4.7 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 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nicholas Investment Partners, LP CIK 0001389574 0.098 204 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLOVERFIELDS CAPITAL GROUP, LP CIK 0001819581 0.154 90 4.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bosman Wealth Management, LLC CIK 0002066260 0.092 56 3.5 3.2% 2 -0.5 pp +3.2 pp +3.2 pp +3.2 pp
Game Creek Capital, LP CIK 0001731132 0.153 66 3.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shaolin Capital Management LLC CIK 0001766806 0.046 546 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lisanti Capital Growth, LLC CIK 0001424467 0.005 109 3.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delta Global Management LP CIK 0001992724 0.029 149 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MRP Capital Investments, LLC CIK 0001964831 0.122 223 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quarry LP CIK 0001965207 0.031 2367 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMMER ROAD LLC CIK 0001604873 0.856 21 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berbice Capital Management LLC CIK 0002051605 0.347 87 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VEGA INVESTMENT SOLUTIONS CIK 0002056914 0.174 144 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 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 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 +0.0 pp +0.0 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 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 FOUR). Qtrs Held counts distinct quarters this fund has actually held FOUR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FOUR position size. Δ columns are the percentage-point change in FOUR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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