Signals

GTLS

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

Flow ranking

Rank#1408
Score / z0.016 / 0.00
Consensus179.19 over 324 funds
Momentumnot computed

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
Drawdownnot computed
Short interestnot computed

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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 898.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 743.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 417.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 317.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 269.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 228.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 198.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 179.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 178.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gates Capital Management, Inc. CIK 0001312908 0.682 31 166.8 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 158.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
No Street GP LP CIK 0001765774 0.676 32 154.8 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 145.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 139.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 119.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Perpetual Ltd CIK 0001647273 0.486 419 107.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 107.1 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 97.6 0.0% 1 +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 93.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 92.9 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 92.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 89.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 84.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 81.2 0.0% 1 +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 69.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Van Berkom & Associates Inc. CIK 0001524408 0.552 67 68.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 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 62.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 58.1 0.1% 1 +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 53.9 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 51.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 51.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 51.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearline Capital LP CIK 0001600136 0.146 101 50.3 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 49.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLANTIC INVESTMENT MANAGEMENT, INC. CIK 0001063296 0.229 12 45.2 23.1% 1 +23.1 pp +23.1 pp +23.1 pp +23.1 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 42.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 41.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hood River Capital Management LLC CIK 0001578177 0.546 166 41.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 39.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 36.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 35.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 35.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Third Point LLC CIK 0001040273 0.205 42 35.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 33.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aristotle Capital Boston, LLC CIK 0001633911 0.326 119 32.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 32.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 30.2 0.3% 1 +0.3 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 28.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 25.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 24.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 24.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 24.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIL Ltd CIK 0000318989 0.878 1140 23.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICE HALL JAMES & ASSOCIATES, LLC CIK 0001230765 0.367 240 23.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 22.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 22.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 22.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 22.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 22.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 22.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 20.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 19.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 19.2 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 19.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Penn Capital Management Company, LLC CIK 0001158202 0.097 185 18.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
EMERALD ADVISERS, LLC CIK 0001015083 0.164 237 17.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 17.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 17.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aristotle Atlantic Partners, LLC CIK 0001697267 0.669 117 17.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 17.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paradice Investment Management LLC CIK 0001620275 0.613 21 17.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Nixon Capital, LLC CIK 0001846352 0.278 17 15.4 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 15.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wolf Hill Capital Management, LP CIK 0001785988 0.205 26 13.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 13.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 13.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 13.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
AQR Arbitrage LLC CIK 0001167456 0.150 634 13.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 13.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 12.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 12.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALPINE ASSOCIATES MANAGEMENT INC. CIK 0001396835 0.104 66 12.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 12.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 11.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 11.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 11.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 11.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CastleKnight Management LP CIK 0001835751 0.112 402 11.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRAUN STACEY ASSOCIATES INC CIK 0000872080 0.525 113 11.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.441 548 10.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 10.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EMERALD MUTUAL FUND ADVISERS TRUST CIK 0001352895 0.146 197 10.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Hiddenite Capital Partners LP CIK 0001823823 0.000 27 10.3 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
Woodline Partners LP CIK 0001784547 0.424 1011 10.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 9.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group CIK 0002033881 0.450 27 9.0 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 8.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 8.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 8.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 8.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kintayl Capital LP CIK 0002032385 0.020 57 7.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Versor Investments LP CIK 0001650301 0.000 27 7.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Roubaix Capital, LLC CIK 0001769700 0.005 50 6.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 6.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RIPOSTE CAPITAL LLC CIK 0001672355 0.000 21 6.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
NBW CAPITAL LLC CIK 0001512901 0.322 111 6.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 5.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MOODY ALDRICH PARTNERS LLC CIK 0000936941 0.063 175 5.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 5.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
ICON ADVISERS INC/CO CIK 0001058470 0.054 195 5.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
IRIDIAN ASSET MANAGEMENT LLC/CT CIK 0001033427 0.546 41 5.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 5.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kamunting Street Capital Management, L.P. CIK 0001317267 0.238 25 4.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.8 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 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARVEY CAPITAL MANAGEMENT INC CIK 0001119032 0.491 91 4.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 4.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 4.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bullseye Asset Management LLC CIK 0001513779 0.127 56 4.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 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
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
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
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 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
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
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 3 +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
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 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
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 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
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 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 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 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
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 GTLS). Qtrs Held counts distinct quarters this fund has actually held GTLS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GTLS position size. Δ columns are the percentage-point change in GTLS'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