Signals

IDCC

701 in-universe funds with a nonzero position in IDCC within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#17058
Score / z0.000 / -0.02
Consensus196.30 over 351 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2026Q2
Accrual ratio
F-score
M-score
Net issuance

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-15 Mattis Julia C F $110,624
2026-09-15 Mattis Julia C D $0
2026-09-15 Chen Lawrence Liren A
2026-09-15 Chen Lawrence Liren F $7,112,580
2026-09-15 Chen Lawrence Liren D $1,362

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 1,090.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 295.4 0.3% 4 +0.0 pp -0.1 pp +0.0 pp +0.3 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 289.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 257.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 201.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DISCIPLINED GROWTH INVESTORS INC /MN CIK 0001050442 0.715 58 168.1 3.4% 4 -0.3 pp -1.5 pp -0.7 pp +3.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 159.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REINHART PARTNERS, LLC. CIK 0001080298 0.674 72 127.5 3.7% 4 -0.3 pp -1.0 pp +0.5 pp +3.7 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 126.2 0.9% 4 +0.1 pp +0.1 pp +0.6 pp +0.9 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 121.0 0.1% 4 -0.0 pp -0.0 pp +0.0 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 116.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 116.6 0.8% 4 +0.0 pp +0.0 pp +0.3 pp +0.8 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 99.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 98.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 86.7 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 80.7 0.0% 4 -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 80.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 73.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 69.5 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 68.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 67.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 66.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 60.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 54.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 50.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 48.7 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 46.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 43.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 41.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 40.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 38.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 37.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 34.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL MANAGEMENT CORP /VA CIK 0001074273 0.483 72 34.1 5.8% 4 -0.3 pp -1.1 pp +0.5 pp +5.8 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 33.3 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 33.3 1.1% 4 -0.4 pp -0.9 pp -0.3 pp +1.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 32.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 32.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
EMERALD ADVISERS, LLC CIK 0001015083 0.164 237 31.4 1.0% 4 +0.4 pp -0.1 pp -0.4 pp +1.0 pp
Aperture Investors, LLC CIK 0001787596 0.152 82 31.3 4.0% 3 +0.8 pp +0.0 pp +4.0 pp +4.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 27.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 27.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 26.0 0.0% 5 +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 25.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 25.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 24.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 23.6 0.2% 4 -0.1 pp -0.4 pp -0.2 pp +0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 22.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 20.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEUMEIER POMA INVESTMENT COUNSEL LLC CIK 0001044936 0.451 42 20.6 1.7% 4 -0.2 pp -1.1 pp -1.7 pp +1.7 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 20.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 19.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 19.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Street Capital Management, LLC CIK 0001595533 0.343 31 19.4 2.7% 5 -1.1 pp -2.0 pp -1.8 pp -1.3 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 19.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 19.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 19.1 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 18.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 18.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 18.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EMERALD MUTUAL FUND ADVISERS TRUST CIK 0001352895 0.146 197 18.3 0.9% 4 +0.4 pp -0.2 pp -0.5 pp +0.9 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 16.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070 0.328 107 16.8 2.1% 2 +1.0 pp +2.1 pp +2.1 pp +2.1 pp
Shannon River Fund Management LLC CIK 0001301050 0.036 37 16.3 3.1% 4 +0.4 pp -6.8 pp -5.1 pp +3.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 15.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 15.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 15.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 15.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 14.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 14.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 13.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 13.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 13.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 13.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 13.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 12.9 0.4% 4 +0.1 pp -0.1 pp +0.0 pp +0.4 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 12.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 12.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 12.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 11.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 11.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 11.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 11.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 10.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 10.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 10.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 9.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 9.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 9.5 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 9.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 8.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Permit Capital, LLC CIK 0001313978 0.675 20 8.7 3.0% 4 -1.1 pp -1.5 pp -0.7 pp +3.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 8.4 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 7.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strid Group, LLC CIK 0001625800 0.894 93 7.6 0.9% 4 -0.1 pp -0.2 pp +0.1 pp +0.9 pp
Defiance ETFs, LLC CIK 0001732541 0.057 384 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 7.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 6.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BURNEY CO/ CIK 0000940445 0.713 605 6.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Prospect Capital Advisors, LLC CIK 0001632368 0.325 30 6.5 3.6% 4 -1.0 pp -1.7 pp -1.7 pp +3.6 pp
LPL Financial LLC CIK 0001403438 0.957 5996 6.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 6.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 6.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 6.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 6.3 1.2% 4 +0.0 pp -0.1 pp +0.4 pp +1.2 pp
Inspire Investing, LLC CIK 0001670139 0.034 1266 6.2 0.5% 4 +0.0 pp +0.2 pp +0.1 pp +0.5 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 6.2 0.1% 4 -0.0 pp +0.0 pp -0.1 pp +0.1 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 6.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 6.0 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 5.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
S&T BANK/PA CIK 0001010911 0.357 445 5.8 2.2% 4 -0.2 pp -0.5 pp +0.1 pp +2.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 5.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 5.3 0.0% 4 +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 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 5.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Aubrey Capital Management Ltd CIK 0001730754 0.021 39 5.0 2.7% 4 +0.6 pp +0.1 pp +0.7 pp +2.7 pp
Nicholas Investment Partners, LP CIK 0001389574 0.098 204 4.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Uniplan Investment Counsel, Inc. CIK 0001520710 0.368 175 4.9 0.5% 4 -0.3 pp -0.4 pp -0.3 pp +0.5 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 4.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestcor Inc CIK 0001536925 0.400 1189 4.5 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
Cardinal Capital Management CIK 0001434845 0.362 138 4.4 0.6% 4 -0.0 pp -0.1 pp +0.1 pp +0.6 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 4.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 4.4 0.0% 4 -0.1 pp -0.2 pp -0.1 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Candriam S.C.A. CIK 0001537014 0.787 677 3.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 3.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Future Fund LLC CIK 0001911970 0.079 118 3.7 1.3% 4 +0.5 pp +0.6 pp +0.9 pp +1.3 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riverwater Partners LLC CIK 0001882572 0.130 209 3.6 1.2% 4 -0.2 pp -0.3 pp -1.1 pp +1.2 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 3.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 3.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 3.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 3.3 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 3.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 3.3 0.7% 4 -0.1 pp -0.2 pp +0.1 pp +0.7 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 3.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 3.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Andra AP-fonden CIK 0001535452 0.270 396 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
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
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
VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GLOBEFLEX CAPITAL L P CIK 0000921531 0.114 394 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
Genus Capital Management Inc. CIK 0001532385 0.111 204 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 0.0 0.0% 0 -1.0 pp -1.1 pp +0.0 pp +0.0 pp
Fieldview Capital Management, LLC CIK 0002040221 0.000 507 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.167 731 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 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
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Inspire Advisors, LLC CIK 0001810558 0.442 725 0.0 0.0% 0 -0.0 pp -0.4 pp +0.0 pp +0.0 pp
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Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 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
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CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
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SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 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 IDCC). Qtrs Held counts distinct quarters this fund has actually held IDCC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IDCC position size. Δ columns are the percentage-point change in IDCC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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