Signals

IDA

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

Flow ranking

Rank#18325
Score / z0.000 / -0.02
Consensus211.58 over 370 funds
Momentumnot computed

Price & positioning

227 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 1,033.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 498.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 377.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 371.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 334.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 333.8 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 297.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 290.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAVES W H & CO INC CIK 0000740913 0.781 94 267.8 4.1% 5 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 259.1 0.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 217.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 200.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 179.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 158.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 136.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 133.6 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 127.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 114.9 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 101.7 0.0% 5 -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 92.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 90.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 89.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 82.6 1.1% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 78.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 77.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 72.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.672 396 70.7 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Zimmer Partners, LP CIK 0001565854 0.202 112 69.7 1.6% 4 -0.9 pp -1.0 pp -0.1 pp +1.6 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 69.1 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 68.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 64.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Energy Income Partners, LLC CIK 0001388814 0.832 88 60.6 1.0% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 59.9 1.7% 5 -0.0 pp +0.2 pp +0.1 pp +1.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 59.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 57.4 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 55.0 0.0% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 53.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 50.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 48.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 46.9 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 43.4 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 42.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 42.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 42.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 41.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 40.7 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 38.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 37.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 36.0 1.5% 4 -0.2 pp +0.5 pp +0.4 pp +1.5 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 33.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 32.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 32.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 32.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Arbejdsmarkedets Tillaegspension CIK 0002105395 0.283 164 30.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
TEMA ETFS LLC CIK 0002056807 0.118 583 29.7 1.0% 5 -0.2 pp +0.2 pp +0.5 pp +0.4 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 27.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 27.1 1.2% 5 -0.6 pp -0.3 pp -0.5 pp -0.3 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 25.6 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 24.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 24.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leeward Investments, LLC - MA CIK 0001923173 0.390 140 24.1 1.1% 5 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
Tributary Capital Management, LLC CIK 0001441888 0.323 135 23.3 1.9% 5 -0.3 pp -0.1 pp -0.3 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 21.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 20.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 20.5 0.4% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 19.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 19.5 1.6% 5 -0.1 pp +0.1 pp +0.0 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 19.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 17.8 0.0% 7 -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 17.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 16.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 16.5 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 16.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 15.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
M&G Plc CIK 0001802539 0.820 370 14.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 14.5 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 14.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 14.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 13.7 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 13.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Boston Partners CIK 0001386060 0.833 802 13.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 13.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 12.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 12.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 11.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 11.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 11.6 0.1% 5 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 11.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 10.7 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 9.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 9.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Aristotle Capital Boston, LLC CIK 0001633911 0.326 119 9.1 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
Magellan Asset Management Ltd CIK 0001536105 0.373 78 8.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 8.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 8.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 8.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 8.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON CAPITAL ADVISORS LP CIK 0000949615 0.924 53 7.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 7.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 7.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 6.9 0.2% 6 -0.0 pp +0.0 pp -0.2 pp -0.2 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 6.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Emerald Investment Advisers, LLC CIK 0002127823 0.287 268 6.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
THOMAS STORY & SON LLC CIK 0001505207 0.484 53 6.7 2.4% 5 -0.1 pp +0.3 pp +0.2 pp +0.4 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 6.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phocas Financial Corp. CIK 0001356783 0.164 153 6.4 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 6.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.2 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 6.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 6.1 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 5.9 0.0% 5 -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 5.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Buckley Wealth Management, LLC CIK 0001730126 0.502 104 5.7 1.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 5.5 0.4% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 5.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 5.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JOHN G ULLMAN & ASSOCIATES INC CIK 0000919530 0.367 181 5.1 0.6% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 5.1 0.1% 5 -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 5.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 4.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PDT Partners, LLC CIK 0001564702 0.042 489 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
River Road Asset Management, LLC CIK 0001341401 0.545 175 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 4.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 4.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 3.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 3.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 3.6 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 3.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 3.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 3.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 3.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 3.1 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 3.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
PRING TURNER CAPITAL GROUP INC CIK 0001568839 0.174 73 3.0 1.7% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 3.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.9 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.9 0.0% 7 -0.0 pp +0.0 pp +0.0 pp -0.7 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 2.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Odyssean, LLC CIK 0002092853 0.021 485 0.0 0.0% 0 -0.1 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
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 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
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 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
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -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% 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
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
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
MENDON CAPITAL ADVISORS CORP CIK 0001177043 0.249 46 0.0 0.0% 0 -0.8 pp +0.0 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
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
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
Arlington Trust Co LLC CIK 0001997685 0.934 846 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
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 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 -0.1 pp -0.1 pp
CHOREO, LLC CIK 0001679031 0.797 1690 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 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 (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