Signals

FOUR

541 in-universe funds with a nonzero position in FOUR within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22102
Score / z-0.028 / -0.05
Consensus111.39 over 210 funds
Momentumno 12m return

Price & positioning

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

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

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
WASATCH ADVISORS LP CIK 0000814133 0.571 219 426.9 2.5% 3 -0.0 pp -0.8 pp +2.5 pp +2.5 pp
Durable Capital Partners LP CIK 0001798849 0.765 36 416.0 3.9% 3 +0.7 pp -1.1 pp +3.9 pp +3.9 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 402.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 382.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP CIK 0001854440 0.970 10 350.9 14.0% 3 +0.8 pp -1.6 pp +14.0 pp +14.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 169.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 166.5 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 131.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 127.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 127.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 110.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Spyglass Capital Management LLC CIK 0001654344 0.404 25 106.9 5.3% 3 +0.2 pp -0.7 pp +5.3 pp +5.3 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 104.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 86.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 76.7 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
ShawSpring Partners LLC CIK 0001766908 0.560 11 72.3 13.6% 3 -0.8 pp +3.9 pp +13.6 pp +13.6 pp
FIL Ltd CIK 0000318989 0.878 1140 71.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 69.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 63.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 58.3 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 56.8 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 56.2 0.3% 3 -0.2 pp -0.3 pp +0.3 pp +0.3 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 54.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOODNOW INVESTMENT GROUP, LLC CIK 0001362255 0.658 23 53.6 5.0% 3 -1.4 pp -2.9 pp +5.0 pp +5.0 pp
NORGES BANK CIK 0001374170 0.994 1617 51.6 0.0% 1 +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 49.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 46.7 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 45.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RICE HALL JAMES & ASSOCIATES, LLC CIK 0001230765 0.367 240 41.8 2.3% 3 -0.2 pp +0.5 pp +2.3 pp +2.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 32.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Maestria Partners LLC CIK 0002000390 0.711 14 32.5 9.5% 3 +0.4 pp +0.1 pp +9.5 pp +9.5 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 32.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 31.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 31.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Portolan Capital Management, LLC CIK 0001350290 0.078 148 29.5 1.6% 3 +0.8 pp -1.1 pp +1.6 pp +1.6 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 28.5 1.5% 3 -0.8 pp -1.0 pp +1.5 pp +1.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 26.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
14B Captial Management LP CIK 0002009911 0.330 18 24.2 19.5% 3 +1.5 pp -0.8 pp +19.5 pp +19.5 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 23.8 0.7% 3 +0.0 pp -0.2 pp +0.7 pp +0.7 pp
Long Focus Capital Management, LLC CIK 0001602716 0.525 76 22.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 20.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 18.5 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 18.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 18.1 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
EMERALD ADVISERS, LLC CIK 0001015083 0.164 237 17.7 0.5% 3 -0.1 pp -0.5 pp +0.5 pp +0.5 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 17.1 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 16.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 15.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 13.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEEPWATER ASSET MANAGEMENT, LLC CIK 0001964171 0.103 35 13.0 3.8% 3 -1.3 pp -2.0 pp +3.8 pp +3.8 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 12.5 0.3% 3 -0.1 pp -0.4 pp +0.3 pp +0.3 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 12.4 0.0% 3 +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 11.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
University of Illinois Foundation CIK 0001994249 0.055 29 11.5 4.0% 2 +0.8 pp +4.0 pp +4.0 pp +4.0 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 11.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 11.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 10.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 10.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
EMERALD MUTUAL FUND ADVISERS TRUST CIK 0001352895 0.146 197 10.4 0.5% 3 -0.2 pp -0.5 pp +0.5 pp +0.5 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 10.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
North Reef Capital Management LP CIK 0001867831 0.724 43 9.8 0.4% 3 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
Nuveen, LLC CIK 0001871926 0.966 3735 9.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 9.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 9.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 9.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 9.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 9.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 8.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 8.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 7.8 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 7.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 7.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 7.2 1.0% 3 -0.1 pp -0.4 pp +1.0 pp +1.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 7.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 6.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Occam Crest Management LP CIK 0002085909 0.294 25 6.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 5.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 5.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Maxi Investments CY Ltd CIK 0001838222 0.024 72 5.8 1.1% 3 -0.2 pp +0.8 pp +1.1 pp +1.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 5.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Game Creek Capital, LP CIK 0001731132 0.153 66 5.0 1.9% 3 +0.7 pp +0.1 pp +1.9 pp +1.9 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 5.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 5.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ratan Capital Management LP CIK 0001566887 0.000 47 4.6 1.3% 3 -2.3 pp -4.4 pp +1.3 pp +1.3 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 4.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
7G CAPITAL MANAGEMENT, LLC CIK 0001720350 0.743 10 4.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 4.2 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
Bullseye Asset Management LLC CIK 0001513779 0.127 56 4.2 2.2% 3 -0.4 pp -1.0 pp +2.2 pp +2.2 pp
CastleKnight Management LP CIK 0001835751 0.112 402 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CLOVERFIELDS CAPITAL GROUP, LP CIK 0001819581 0.154 90 3.5 1.1% 3 +0.0 pp -0.2 pp +1.1 pp +1.1 pp
VELA Investment Management, LLC CIK 0001895612 0.203 132 3.3 0.9% 3 +0.3 pp +0.4 pp +0.9 pp +0.9 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 3.1 0.0% 3 -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 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.9 0.0% 3 -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 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sculptor Capital LP CIK 0001054587 0.143 320 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
E. Ohman J:or Asset Management AB CIK 0002009396 0.686 465 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 2.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 2.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 2.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 1.9 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Aurora Investment Counsel CIK 0001316397 0.033 113 1.8 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 1.7 0.0% 3 -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 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 1.4 0.3% 3 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 1.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 1.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 1.3 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Tejara Capital Ltd CIK 0001879713 0.057 66 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 1.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Caption Management, LLC CIK 0001706766 0.079 538 1.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Argyle Capital Management, LLC CIK 0001321194 0.239 138 1.2 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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WINTON GROUP Ltd CIK 0001612063 0.014 1137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHAKER INVESTMENTS LLC/OH CIK 0001009005 0.197 87 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 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
Atria Investments, Inc CIK 0001535865 0.500 2111 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
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
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SORA INVESTORS LLC CIK 0001894532 0.034 76 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
1492 Capital Management LLC CIK 0001584087 0.142 133 0.0 0.0% 0 -1.9 pp -2.7 pp +0.0 pp +0.0 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -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
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Senator Investment Group LP CIK 0001443689 0.107 58 0.0 0.0% 0 -0.8 pp -3.1 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
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granahan Investment Management, LLC CIK 0001026710 0.275 150 0.0 0.0% 0 -0.6 pp -1.0 pp +0.0 pp +0.0 pp
JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lisanti Capital Growth, LLC CIK 0001424467 0.005 109 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 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
Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
General Equity Holdings LP CIK 0001700362 0.565 13 0.0 0.0% 0 -3.2 pp -4.6 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 -0.2 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
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Delta Investment Management, LLC CIK 0001757043 0.270 293 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
Yorktown Management & Research Co Inc CIK 0001313559 0.023 249 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
Artemis Investment Management LLP CIK 0001535385 0.328 213 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 0.0 0.0% 0 -0.6 pp -0.8 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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