Signals

INSM

583 in-universe funds with a nonzero position in INSM within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#42
Score / z3.191 / 4.78
Consensus194.11 over 343 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3,319.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Darwin Global Management, Ltd. CIK 0001839209 0.467 5 2,897.8 80.5% 2 -0.2 pp +80.5 pp +80.5 pp +80.5 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 2,871.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,780.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 1,322.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital International Investors CIK 0001562230 0.968 446 1,087.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
BAKER BROS. ADVISORS LP CIK 0001263508 0.959 84 965.4 7.0% 2 -0.6 pp +7.0 pp +7.0 pp +7.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 814.7 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 711.1 1.0% 2 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 573.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 541.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 468.2 2.0% 2 +1.3 pp +2.0 pp +2.0 pp +2.0 pp
RTW INVESTMENTS, LP CIK 0001493215 0.781 84 444.2 5.5% 2 +1.1 pp +5.5 pp +5.5 pp +5.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 392.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Duquesne Family Office LLC CIK 0001536411 0.000 86 349.0 8.9% 2 +3.1 pp +8.9 pp +8.9 pp +8.9 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 336.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 308.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 296.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 288.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 237.1 0.0% 2 +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 230.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integral Health Asset Management, LLC CIK 0001773206 0.244 89 230.4 16.8% 2 +1.8 pp +16.8 pp +16.8 pp +16.8 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 223.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 222.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 195.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 180.4 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 173.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 164.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 163.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Castle Hook Partners LP CIK 0001687241 0.157 66 157.2 2.4% 2 +1.7 pp +2.4 pp +2.4 pp +2.4 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 156.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 154.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 153.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC CIK 0001638555 0.123 79 150.0 4.9% 2 +0.9 pp +4.9 pp +4.9 pp +4.9 pp
NWI MANAGEMENT LP CIK 0001103887 0.216 49 147.0 15.5% 2 +8.7 pp +15.5 pp +15.5 pp +15.5 pp
EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 144.7 2.4% 2 +0.3 pp +2.4 pp +2.4 pp +2.4 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 140.4 0.0% 2 -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 138.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hood River Capital Management LLC CIK 0001578177 0.546 166 126.9 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 125.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 124.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIL Ltd CIK 0000318989 0.878 1140 122.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 119.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 116.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 114.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 111.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 109.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Artia Global Partners LP CIK 0001937964 0.290 47 105.4 18.6% 2 -0.9 pp +18.6 pp +18.6 pp +18.6 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 103.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PERCEPTIVE ADVISORS LLC CIK 0001224962 0.539 102 101.1 2.9% 2 +0.5 pp +2.9 pp +2.9 pp +2.9 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 94.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.375 177 94.5 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 93.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 92.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 86.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 85.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 84.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 84.2 0.1% 1 +0.1 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 74.0 0.0% 2 +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 73.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 72.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 72.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 70.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Palo Alto Investors LP CIK 0001306923 0.632 52 70.8 13.1% 2 -5.4 pp +13.1 pp +13.1 pp +13.1 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 70.3 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 67.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
DEERFIELD MANAGEMENT COMPANY, L.P. CIK 0001009258 0.810 82 67.8 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 66.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Affinity Asset Advisors, LLC CIK 0001773195 0.376 104 64.8 6.0% 2 -1.0 pp +6.0 pp +6.0 pp +6.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 64.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 62.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cormorant Asset Management, LP CIK 0001583977 0.574 50 61.9 4.3% 2 +0.2 pp +4.3 pp +4.3 pp +4.3 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 61.2 0.9% 2 -0.4 pp +0.9 pp +0.9 pp +0.9 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 57.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Candriam S.C.A. CIK 0001537014 0.787 677 57.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 55.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rock Springs Capital Management LP CIK 0001595725 0.441 104 55.4 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 53.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 53.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Swiss National Bank CIK 0001582202 0.961 2301 53.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 51.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 50.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 50.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 49.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Long Focus Capital Management, LLC CIK 0001602716 0.525 76 48.7 2.8% 2 -0.6 pp +2.8 pp +2.8 pp +2.8 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 47.4 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 47.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Patient Square Capital LP CIK 0001819257 0.507 23 47.0 12.6% 2 -0.4 pp +12.6 pp +12.6 pp +12.6 pp
First Turn Management, LLC CIK 0001993440 0.192 31 46.1 6.9% 2 -0.1 pp +6.9 pp +6.9 pp +6.9 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 44.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 42.3 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
SAMLYN CAPITAL, LLC CIK 0001421097 0.327 77 42.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 40.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eagle Health Investments LP CIK 0001842545 0.381 27 39.1 10.3% 2 -0.4 pp +10.3 pp +10.3 pp +10.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 34.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 33.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 33.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 33.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 31.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONTANOVA CAPITAL, LLC CIK 0001569064 0.534 95 31.4 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 30.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 30.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 29.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SILVERARC CAPITAL MANAGEMENT, LLC CIK 0001816307 0.087 65 29.8 4.3% 2 -0.8 pp +4.3 pp +4.3 pp +4.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 29.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 28.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Novo Holdings A/S CIK 0001388325 0.595 25 28.8 1.9% 2 -3.0 pp +1.9 pp +1.9 pp +1.9 pp
TANG CAPITAL MANAGEMENT LLC CIK 0001232621 0.706 41 28.8 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 27.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Investment Partners, LP CIK 0001389574 0.098 204 26.0 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 25.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 24.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 23.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 23.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 21.6 0.0% 2 +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 19.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 19.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rhenman & Partners Asset Management AB CIK 0001599882 0.096 99 19.0 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 18.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 18.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Woodline Partners LP CIK 0001784547 0.424 1011 18.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 16.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 15.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 15.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 15.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sofinnova Investments, Inc. CIK 0001631134 0.340 53 15.0 0.9% 2 -1.2 pp +0.9 pp +0.9 pp +0.9 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 14.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Atika Capital Management LLC CIK 0001599731 0.149 62 13.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 13.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LMR Partners LLP CIK 0001578621 0.225 1167 13.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 13.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 13.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EULAV Asset Management CIK 0001540826 0.373 152 13.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ESSEX INVESTMENT MANAGEMENT CO LLC CIK 0000201772 0.131 306 12.5 1.9% 2 +0.7 pp +1.9 pp +1.9 pp +1.9 pp
Man Group plc CIK 0001637460 0.631 2032 12.3 0.0% 1 +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 11.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 11.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICE HALL JAMES & ASSOCIATES, LLC CIK 0001230765 0.367 240 11.5 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 11.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 11.0 0.0% 2 -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 10.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 10.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 10.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 10.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 9.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 9.5 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 9.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 8.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 8.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 8.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 1 +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 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% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 1 +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
J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 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% 3 +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
Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 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
Seneschal Advisors, LLC CIK 0002039659 0.657 596 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
E Fund Management Co., Ltd. CIK 0001842296 0.366 488 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Ikarian Capital, LLC CIK 0001778253 0.063 126 0.0 0.0% 0 -5.5 pp +0.0 pp +0.0 pp +0.0 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 -0.2 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
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ally Bridge Group (NY) LLC CIK 0001822947 0.014 23 0.0 0.0% 0 -4.0 pp +0.0 pp +0.0 pp +0.0 pp
111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Persistent Asset Partners Ltd CIK 0002056052 0.000 725 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resolute Capital Asset Partners LLC CIK 0001834913 0.010 48 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Iron Triangle Partners LP CIK 0001779763 0.000 27 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 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 Light Asset Management, LLC CIK 0001600004 0.507 31 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 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
Bollard Group LLC CIK 0001556218 0.801 308 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
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CSS LLC/IL CIK 0001103646 0.116 766 0.0 0.0% 0 -0.2 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
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 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
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
Simplify Asset Management Inc. CIK 0001846368 0.982 136 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Global IMC LLC CIK 0001741619 0.000 11 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 -0.4 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
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laurion Capital Management LP CIK 0001390202 0.192 253 0.0 0.0% 0 -0.2 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
Deep Track Capital, LP CIK 0001856083 0.444 66 0.0 0.0% 0 -5.7 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 INSM). Qtrs Held counts distinct quarters this fund has actually held INSM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its INSM position size. Δ columns are the percentage-point change in INSM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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