Signals

INVH

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

Flow ranking

Rank#1517
Score / z0.015 / -0.01
Consensus186.89 over 336 funds
Momentumnot computed

Price & positioning

226 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

Negative / total0 / 4
FiledFormItems
2026-09-09 8-K 7.01, 9.01
2026-07-29 8-K 2.02, 9.01
2026-07-08 8-K 1.01, 2.03, 9.01
2026-07-06 8-K 8.01, 9.01
2026-06-01 8-K 7.01, 9.01
2026-05-08 8-K 5.02, 5.07, 9.01
2026-04-29 8-K 2.02, 9.01
2026-03-05 8-K 5.02, 9.01
2026-02-27 8-K 7.01, 9.01
2026-02-18 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 2
FiledFormFiler
2026-07-02 424B5 Invitation Homes Inc.
2026-06-30 424B5 Invitation Homes Inc.
2025-08-13 424B5 Invitation Homes Inc.
2025-08-12 424B5 Invitation Homes Inc.
2024-09-24 424B5 Invitation Homes Inc.
2024-09-23 424B5 Invitation Homes Inc.
2024-06-14 424B5 Invitation Homes Inc.
2023-08-01 424B5 Invitation Homes Inc.
2023-07-31 424B5 Invitation Homes Inc.
2022-03-29 424B5 Invitation Homes Inc.
Showing the 10 most recent.

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 1,598.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 986.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 453.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 428.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
APG Asset Management US Inc. CIK 0001323255 0.969 61 397.0 3.1% 4 -0.6 pp -0.6 pp -1.2 pp +3.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 363.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 340.2 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 252.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 208.2 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 192.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CENTERSQUARE INVESTMENT MANAGEMENT LLC CIK 0001725296 0.917 80 185.1 1.9% 4 +0.1 pp +0.0 pp -0.4 pp +1.9 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 180.2 0.1% 4 +0.1 pp +0.1 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 170.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 146.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 142.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 136.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 115.8 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 111.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RUSH ISLAND MANAGEMENT, LP CIK 0001736465 0.353 22 105.3 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 99.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 98.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 96.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 91.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 79.3 0.0% 1 +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 74.4 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 73.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 72.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 66.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 65.6 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 63.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 62.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 59.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Resolution Capital Ltd CIK 0001612389 0.895 39 57.3 1.2% 4 -0.7 pp -2.1 pp -3.0 pp +1.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 55.4 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 53.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 51.0 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Apollo Management Holdings, L.P. CIK 0001449434 0.790 83 50.2 0.8% 2 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 49.5 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Land & Buildings Investment Management, LLC CIK 0001536520 0.453 19 48.9 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 44.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 43.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 42.5 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 42.3 0.0% 4 -0.1 pp -0.1 pp -0.3 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 42.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 40.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 40.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 37.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 37.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 37.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 36.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 35.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 34.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Conversant Capital LLC CIK 0001850901 0.686 17 31.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 30.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 28.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 28.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 28.2 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 27.9 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 27.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 27.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 27.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 26.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 26.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 25.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 25.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 24.8 0.4% 3 +0.3 pp +0.2 pp +0.4 pp +0.4 pp
Investure, LLC CIK 0001476993 0.837 17 23.6 1.2% 4 +0.1 pp -0.0 pp -0.5 pp +1.2 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 23.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 22.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 21.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 21.4 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
STRS OHIO CIK 0000820478 0.777 2154 21.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
NATIXIS CIK 0001274981 0.561 1107 20.8 0.1% 4 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
Gillson Capital LP CIK 0001698055 0.068 80 18.9 1.5% 1 +1.5 pp +1.5 pp -1.8 pp +1.5 pp
HEITMAN REAL ESTATE SECURITIES LLC CIK 0001080117 0.456 57 18.5 1.3% 3 -1.0 pp -1.0 pp +1.3 pp +1.3 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 17.9 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 17.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DigitalBridge Group, Inc. (DBRG, DBRG-PH, DBRG-PI, DBRG-PJ) CIK 0001679688 0.391 57 17.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 17.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 17.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Man Group plc CIK 0001637460 0.631 2032 16.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 16.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC CIK 0001085601 0.755 44 16.6 0.7% 4 -0.0 pp +0.1 pp +0.1 pp +0.7 pp
Carlyle Group Inc. (CG, CGABL) CIK 0001527166 0.988 19 16.5 0.2% 1 +0.2 pp -0.2 pp -0.2 pp +0.2 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 16.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 15.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 15.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 15.2 0.0% 4 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 15.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 14.7 0.0% 4 -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 14.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP CIK 0001595082 0.000 231 14.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 14.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 13.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 13.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 12.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 11.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 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 11.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CIK 0001033984 0.658 101 10.8 0.2% 4 -0.5 pp -1.2 pp -2.9 pp +0.2 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 10.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Swedbank AB CIK 0000946431 0.941 696 10.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 10.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 10.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 10.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 9.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 9.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Empyrean Capital Partners, LP CIK 0001317195 0.150 118 9.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 9.5 0.3% 4 +0.1 pp -0.1 pp +0.1 pp +0.3 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 9.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 8.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 8.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gray Foundation CIK 0002011602 0.903 9 8.5 2.1% 4 -0.2 pp -0.7 pp -1.0 pp +2.1 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 8.4 0.1% 4 -1.3 pp -1.0 pp +0.1 pp +0.1 pp
AEW CAPITAL MANAGEMENT L P CIK 0001046187 0.864 39 8.3 0.6% 4 +0.0 pp +0.1 pp -0.5 pp +0.6 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sophron Capital Management L.P. CIK 0002027142 0.113 43 7.9 2.3% 3 -0.8 pp +1.3 pp +2.3 pp +2.3 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 7.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 7.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 6.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 6.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 6.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IFM Investors Pty Ltd CIK 0001698246 0.822 641 6.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 6.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 5.9 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 5.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 5.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 5.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Tredje AP-fonden CIK 0001650290 0.789 424 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 5.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Presima Securities ULC CIK 0001399360 0.000 0 5.2 2.9% 4 -0.4 pp -2.0 pp -2.9 pp +2.9 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 5.2 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.0 0.0% 0 -0.1 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
American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
SENTRY INVESTMENT MANAGEMENT LLC CIK 0000089014 0.896 1 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 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
American Assets Capital Advisers, LLC CIK 0001626691 0.267 36 0.0 0.0% 0 +0.0 pp -1.3 pp -1.5 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.413 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kentucky Retirement Systems CIK 0001537783 0.036 505 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HGI Capital Management, LLC CIK 0001595907 0.000 21 0.0 0.0% 0 +0.0 pp +0.0 pp -4.9 pp +0.0 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Greenland Capital Management LP CIK 0001896430 0.029 237 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ABS Direct Equity Fund LLC CIK 0001729347 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Robeco Schweiz AG CIK 0001418427 0.613 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Pensionfund Sabic CIK 0001637246 0.347 76 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Masterton Capital Management, LP CIK 0001817145 0.027 24 0.0 0.0% 0 -7.3 pp -7.0 pp -4.9 pp +0.0 pp
WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.0 0.0% 0 -0.0 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
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Delta Global Management LP CIK 0001992724 0.029 149 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 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 -0.1 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
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
Montecito Bank & Trust CIK 0001422508 0.403 271 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonegate Management LLC CIK 0001877054 0.000 0 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
Phocas Financial Corp. CIK 0001356783 0.164 153 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vinva Investment Management Ltd CIK 0001968109 0.574 468 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AG2R LA MONDIALE GESTION D'ACTIFS CIK 0002047606 0.632 342 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Empire Financial Management Company, LLC CIK 0001971875 0.017 139 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 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 -0.1 pp +0.0 pp
Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Waterfront Capital Partners, LLC CIK 0001595077 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -2.4 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
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 0.0 0.0% 0 -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% 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
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 0.0 0.0% 0 +0.0 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
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 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 -0.2 pp -0.4 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prana Capital Management, LP CIK 0001710951 0.303 118 0.0 0.0% 0 -0.6 pp -0.6 pp -0.3 pp +0.0 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 0 -0.0 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
Amica Retiree Medical Trust CIK 0001599950 0.187 141 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
Candriam S.C.A. CIK 0001537014 0.787 677 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Warwick Investment Management, Inc. CIK 0001931041 0.746 149 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 +0.0 pp +0.0 pp -0.2 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
Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 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 INVH). Qtrs Held counts distinct quarters this fund has actually held INVH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its INVH position size. Δ columns are the percentage-point change in INVH'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