Signals

IDA

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

Flow ranking

Rank#17051
Score / z0.000 / -0.01
Consensus182.06 over 320 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
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 838.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 758.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 382.0 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 266.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 238.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
REAVES W H & CO INC CIK 0000740913 0.781 94 228.8 4.0% 3 -0.0 pp -0.0 pp +4.0 pp +4.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 187.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 169.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 164.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 139.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 118.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zimmer Partners, LP CIK 0001565854 0.202 112 101.3 2.7% 2 +0.9 pp +2.7 pp +2.7 pp +2.7 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 99.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 98.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 94.4 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 82.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 80.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 79.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 74.0 1.0% 3 +0.1 pp +0.2 pp +1.0 pp +1.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 72.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 67.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Boston Trust Walden Corp CIK 0001534866 0.672 396 66.7 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 65.0 0.1% 3 +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 62.0 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 60.0 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 56.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 56.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 52.8 1.5% 3 -0.1 pp +1.0 pp +1.5 pp +1.5 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 51.5 1.5% 3 -0.1 pp +0.0 pp +1.5 pp +1.5 pp
Capital International Investors CIK 0001562230 0.968 446 51.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 49.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Energy Income Partners, LLC CIK 0001388814 0.832 88 49.4 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 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 45.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 44.5 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 43.1 0.0% 4 -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 42.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 41.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 38.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 38.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 38.3 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 36.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 34.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 32.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 32.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 31.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 30.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 29.5 0.0% 3 +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 26.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 26.2 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 25.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 23.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 21.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leeward Investments, LLC - MA CIK 0001923173 0.390 140 21.2 1.1% 3 -0.1 pp +0.0 pp +1.1 pp +1.1 pp
Tributary Capital Management, LLC CIK 0001441888 0.323 135 20.6 2.0% 3 -0.2 pp +0.2 pp +2.0 pp +2.0 pp
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 20.5 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Beck Bode, LLC CIK 0001790548 0.122 104 20.3 3.4% 3 -0.0 pp +0.3 pp +3.4 pp +3.4 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 19.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 18.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 18.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.304 543 17.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 17.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 16.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 16.5 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
Aberdeen Group plc CIK 0001716774 0.934 934 16.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 16.0 1.5% 3 -0.1 pp -0.0 pp +1.5 pp +1.5 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 14.8 0.0% 3 +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 14.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 14.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 13.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 12.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 12.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Burkehill Global Management, LP CIK 0001904549 0.000 173 12.7 0.8% 3 +0.1 pp -0.0 pp +0.8 pp +0.8 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 11.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 11.6 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 11.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aristotle Capital Boston, LLC CIK 0001633911 0.326 119 10.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
TEMA ETFS LLC CIK 0002056807 0.118 583 10.0 0.8% 3 +0.3 pp +0.2 pp +0.8 pp +0.8 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 10.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 9.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Yaupon Capital Management LP CIK 0001755028 0.055 110 8.9 0.4% 3 -0.5 pp -0.8 pp +0.4 pp +0.4 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 7.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Phocas Financial Corp. CIK 0001356783 0.164 153 7.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 6.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 6.6 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 6.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 6.2 0.2% 4 -0.2 pp -0.2 pp -0.2 pp +0.2 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 6.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 5.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
River Road Asset Management, LLC CIK 0001341401 0.545 175 5.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
THOMAS STORY & SON LLC CIK 0001505207 0.484 53 5.6 2.1% 3 -0.1 pp +0.1 pp +2.1 pp +2.1 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 5.5 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 5.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magellan Asset Management Ltd CIK 0001536105 0.373 78 5.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
F/m Investments LLC CIK 0001834499 0.385 354 5.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOHN G ULLMAN & ASSOCIATES INC CIK 0000919530 0.367 181 4.8 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 4.8 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Buckley Wealth Management, LLC CIK 0001730126 0.502 104 4.8 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 4.8 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 4.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 4.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 4.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 4.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 4.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 4.2 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 4.2 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 4.1 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 4.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.9 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 3.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 3.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 3.6 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aventail Capital Group, LP CIK 0001803822 0.064 155 3.1 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 3.1 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 3.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 3.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 3.0 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 2.9 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 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 2.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRING TURNER CAPITAL GROUP INC CIK 0001568839 0.174 73 2.8 1.7% 3 -0.1 pp -0.1 pp +1.7 pp +1.7 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.7 0.0% 5 -0.0 pp -0.7 pp -0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEVEN GRAND MANAGERS, LLC CIK 0001909126 0.028 176 2.5 0.2% 3 -0.2 pp -0.8 pp +0.2 pp +0.2 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.3 0.0% 4 -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 2.3 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 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 2.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 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 +0.0 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
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FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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CIBC Asset Management Inc CIK 0001021926 0.855 1428 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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 IDA). Qtrs Held counts distinct quarters this fund has actually held IDA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IDA position size. Δ columns are the percentage-point change in IDA'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