Signals

IRM

976 in-universe funds with a nonzero position in IRM within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1486
Score / z0.010 / -0.00
Consensus340.13 over 633 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
VANGUARD GROUP INC CIK 0000102909 0.000 0 4,827.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3,208.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 1,737.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 826.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 687.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 440.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 440.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORGES BANK CIK 0001374170 0.994 1617 419.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 417.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 371.9 0.1% 1 +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 359.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 351.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 336.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 265.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 253.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Contour Asset Management LLC CIK 0001510669 0.151 27 239.5 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
Capital World Investors CIK 0001422849 0.974 637 217.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 210.8 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 209.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTERSQUARE INVESTMENT MANAGEMENT LLC CIK 0001725296 0.917 80 208.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 202.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 199.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 192.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 187.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 184.6 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 179.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 175.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 159.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 153.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 151.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 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 128.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CIK 0001033984 0.658 101 110.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 104.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 94.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 91.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 90.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 80.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 78.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 78.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 76.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 75.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 70.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 69.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 68.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 64.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 63.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AEW CAPITAL MANAGEMENT L P CIK 0001046187 0.864 39 63.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 59.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 59.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
APG Asset Management US Inc. CIK 0001323255 0.969 61 58.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 57.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 57.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 57.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 53.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 52.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 50.7 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 49.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
National Pension Service CIK 0001608046 0.956 552 48.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEITMAN REAL ESTATE SECURITIES LLC CIK 0001080117 0.456 57 47.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 47.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 46.5 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 46.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 43.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 43.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Adelante Capital Management LLC CIK 0001067926 0.754 42 41.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 40.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 39.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 39.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 38.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gillson Capital LP CIK 0001698055 0.068 80 37.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 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 37.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 37.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 34.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 33.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 33.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 32.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 30.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 29.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 28.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 27.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 25.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Andra AP-fonden CIK 0001535452 0.270 396 25.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 23.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 23.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 23.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 23.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 23.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 22.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 22.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 22.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waterfront Capital Partners, LLC CIK 0001595077 0.000 0 21.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 21.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 21.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 21.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 20.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 20.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 20.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 19.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intrinsic Edge Capital Management LLC CIK 0001671754 0.047 102 19.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 18.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UNITED BANK CIK 0001286478 0.652 130 18.6 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 18.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 18.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 18.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 17.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 17.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 17.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 17.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 16.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 16.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 16.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 15.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 15.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 15.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 15.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nippon Life Global Investors Americas, Inc. CIK 0001040190 0.445 101 15.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 15.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 14.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 14.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 14.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 14.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 14.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 13.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 13.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AR ASSET MANAGEMENT INC CIK 0001080166 0.519 122 13.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Vert Asset Management LLC CIK 0001904664 0.684 44 13.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 13.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 13.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 13.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 12.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 12.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 12.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 11.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 11.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LBP AM SA CIK 0001970075 0.619 423 11.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 11.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFM Investors Pty Ltd CIK 0001698246 0.822 641 10.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 -0.1 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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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 IRM). Qtrs Held counts distinct quarters this fund has actually held IRM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IRM position size. Δ columns are the percentage-point change in IRM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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