Signals

FSV

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

Flow ranking

Rank#998
Score / z0.087 / 0.09
Consensus108.04 over 165 funds
Momentum-0.46 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-31%
Short interest+23% / 4.7d ⚡

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 / 0

Ownership

13D / 13G / dilution0 / 0 / 0

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
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 574.7 2.0% 5 -0.4 pp +0.7 pp +0.8 pp +0.8 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 292.7 0.2% 5 -0.0 pp -0.1 pp +0.2 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 239.4 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 173.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 172.9 3.8% 5 -0.1 pp +0.7 pp +0.0 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 167.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 152.5 0.2% 6 -0.1 pp -0.2 pp -0.2 pp -0.2 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 124.1 0.0% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 122.4 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 100.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 91.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 78.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 74.3 0.1% 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 74.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
BCV Asset Management Inc. CIK 0002110721 0.558 116 72.0 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 66.3 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 61.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 59.1 1.4% 5 -0.2 pp +0.1 pp +0.1 pp +0.2 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 56.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 55.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 52.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copeland Capital Management, LLC CIK 0001541743 0.466 265 49.5 1.0% 5 -0.1 pp -0.2 pp -0.3 pp -0.2 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 49.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 47.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 46.8 0.4% 3 +0.1 pp -0.1 pp +0.4 pp +0.4 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 44.2 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 41.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lionstone Capital Management LLC CIK 0001575662 0.915 11 41.3 9.5% 5 +0.7 pp +0.7 pp -0.1 pp +0.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 40.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 38.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 37.5 0.0% 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 37.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 36.2 0.6% 5 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 35.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Baskin Financial Services Inc. CIK 0001511098 0.683 54 35.0 2.8% 5 -0.1 pp -0.2 pp -0.8 pp -0.6 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 34.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 32.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AltraVue Capital, LLC CIK 0001740837 0.784 26 32.1 2.3% 5 +0.8 pp +0.7 pp +0.3 pp +0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 30.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 30.1 0.0% 5 -0.0 pp -0.0 pp -0.2 pp -0.1 pp
SEB Asset Management AB CIK 0002127509 0.832 700 27.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 26.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 26.8 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 20.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 20.2 3.3% 5 -0.4 pp -0.5 pp +0.2 pp +0.3 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 20.2 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 19.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 19.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 18.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 18.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 17.4 0.4% 5 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 17.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 15.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 15.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 14.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 14.1 1.6% 3 +0.2 pp +0.9 pp +1.6 pp +1.6 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 13.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 13.5 1.3% 5 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 13.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 13.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 13.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 13.0 0.6% 6 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
Amundi CIK 0001330387 0.000 1 9.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 9.5 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
THIRD AVENUE MANAGEMENT LLC CIK 0001099281 0.473 55 8.8 1.4% 3 +0.3 pp +0.9 pp +1.4 pp +1.4 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 8.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 8.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 8.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 7.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 7.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 7.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 7.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Catawba River Capital CIK 0001843303 0.467 24 7.1 3.2% 5 -0.1 pp -0.2 pp -0.9 pp -1.0 pp
Legato Capital Management LLC CIK 0001442641 0.058 678 7.1 0.6% 5 +0.3 pp +0.2 pp +0.0 pp +0.0 pp
Summit Creek Advisors LLC CIK 0001333709 0.134 64 7.0 2.4% 5 -0.3 pp +0.1 pp -0.4 pp -0.2 pp
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 6.4 0.5% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 6.4 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 5.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 5.9 0.0% 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 5.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 5.6 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Langdon Equity Partners CIK 0002111148 0.595 9 5.2 2.9% 2 -1.3 pp +2.9 pp +2.9 pp +2.9 pp
AVIVA PLC CIK 0001140022 0.925 854 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 4.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 4.5 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 3.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 3.6 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 3.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cumberland Partners Ltd CIK 0001578985 0.443 153 3.5 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
Canoe Financial LP CIK 0001908219 0.716 110 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 3.4 0.3% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PensionDanmark Pensionsforsikringsaktieselskab CIK 1897090 0.813 590 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PDT Partners, LLC CIK 0001564702 0.042 489 3.0 0.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ewing Morris & Co. Investment Partners Ltd. CIK 0001846838 0.072 89 2.8 1.5% 5 +0.6 pp +0.8 pp +1.1 pp +0.6 pp
AMICA MUTUAL INSURANCE CO CIK 0000857508 0.683 142 2.8 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Turtle Creek Asset Management Inc. CIK 0001484148 0.717 38 2.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 2.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JCIC Asset Management Inc. CIK 0001492040 0.574 113 2.5 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 2.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 2.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.020 253 2.2 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Norwood Investment Partners, LP CIK 0001888610 0.318 14 2.0 2.7% 5 -3.1 pp -4.3 pp -0.5 pp -1.0 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 2.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp -0.3 pp
GFI Investment Counsel Ltd. CIK 0001688774 0.782 30 1.9 0.3% 7 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.9 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 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 1.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
JB CAPITAL PARTNERS LP CIK 0001138532 0.749 87 1.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.3 0.0% 1 +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 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 1.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AUXIER ASSET MANAGEMENT LLC CIK 0001105863 0.410 184 1.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 1.0 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 0.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pembroke Management, LTD CIK 0001063497 0.301 100 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 0.9 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.9 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Numerai GP LLC CIK 0001668527 0.018 710 0.8 0.1% 5 -0.4 pp -0.2 pp -0.1 pp -0.4 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fideuram Asset Management (Ireland) dac CIK 0002109923 0.020 738 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.7 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 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.0 0.0% 0 +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% 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
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Purpose Unlimited Inc. CIK 0002115120 0.732 601 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aristides Capital LLC CIK 0001595521 0.108 147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 0.0 0.0% 0 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Anson Funds Management LP CIK 0001491072 0.108 146 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 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
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SYON CAPITAL LLC CIK 0001999353 0.453 949 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sustainable Insight Capital Management, LLC CIK 0001580677 0.133 78 0.0 0.0% 0 -0.3 pp -0.2 pp -0.3 pp -0.3 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grafton Street Partners Management Company, LLC CIK 0001923769 0.838 10 0.0 0.0% 0 -4.3 pp +0.0 pp +0.0 pp +0.0 pp
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA ADVISORS GROUP, INC. CIK 0001444949 0.078 117 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 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
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Westerkirk Capital Inc. CIK 0002080423 0.554 212 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VISTA FINANCE, LLC CIK 0001893809 0.382 69 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp +0.0 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
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Andra AP-fonden CIK 0001535452 0.620 393 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eos Management, L.P. CIK 0001548882 0.464 35 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp -1.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gulf International Bank (UK) Ltd CIK 0001598697 0.000 565 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
Fullerton Fund Management Co Ltd. CIK 0001592746 0.427 119 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Durable Capital Partners LP CIK 0001798849 0.765 36 0.0 0.0% 0 +0.0 pp -0.6 pp -2.7 pp -2.6 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
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Yorktown Management & Research Co Inc CIK 0001313559 0.023 249 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 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
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Amica Retiree Medical Trust CIK 0001599950 0.187 141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Avanza Fonder AB CIK 0002035325 0.716 459 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIDUCIARY FAMILY OFFICE, LLC CIK 0002020280 0.498 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Timelo Investment Management Inc. CIK 0001851296 0.009 47 0.0 0.0% 0 +0.0 pp -3.3 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 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 FSV). Qtrs Held counts distinct quarters this fund has actually held FSV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FSV position size. Δ columns are the percentage-point change in FSV'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