Signals

← Signals

☆ISRG

2504 in-universe funds with a nonzero position in ISRG within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22603
Score / z-0.269 / -0.39
Consensus753.64 over 1492 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+7% / 5.4d

Forensics

Issuance as of 2026Q2
Accrual ratio-0.012
F-score7
M-score—
Net issuance550.0%
See the full series →

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-07-27 8-K 5.03, 9.01
2026-07-16 8-K 2.02, 9.01
2026-05-28 8-K 5.02, 9.01
2026-05-04 8-K 5.02, 5.07, 7.01
2026-04-21 8-K 2.02, 9.01
2026-03-02 8-K 8.01, 9.01
2026-01-22 8-K 2.02, 9.01
2026-01-14 8-K 2.02, 9.01
2025-12-18 8-K 5.02
2025-10-21 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

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 19,037.2 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 17,283.1 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 8,892.8 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 4,638.2 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Capital World Investors CIK 0001422849 0.974 637 4,449.5 0.6% 3 +0.1 pp +0.0 pp +0.6 pp +0.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 3,725.2 0.2% 3 +0.1 pp -0.1 pp +0.2 pp +0.2 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 3,251.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 2,857.0 0.3% 1 +0.3 pp -0.0 pp +0.3 pp +0.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2,338.4 0.4% 3 +0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2,311.2 0.2% 3 +0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2,220.3 0.4% 3 +0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2,143.7 0.7% 3 +0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2,107.2 0.7% 3 +0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,997.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 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 1,982.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 1,951.6 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 1,817.5 1.1% 3 +0.3 pp +0.1 pp +1.1 pp +1.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1,664.2 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 1,546.4 0.4% 3 +0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1,449.8 0.4% 3 +0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1,446.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 1,445.0 1.2% 3 +0.3 pp -0.1 pp +1.2 pp +1.2 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1,390.7 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,368.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Amundi CIK 0001330387 0.000 1 1,266.0 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1,265.7 0.5% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,211.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 1,191.3 0.6% 3 +0.1 pp -0.0 pp +0.6 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,031.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆EDGEWOOD MANAGEMENT LLC CIK 0000860561 0.856 90 1,026.0 4.9% 3 +0.9 pp +0.8 pp +4.9 pp +4.9 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 971.6 1.2% 3 +0.2 pp -0.0 pp +1.2 pp +1.2 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 953.3 0.8% 3 +0.2 pp +0.1 pp +0.8 pp +0.8 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 897.4 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 878.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 868.7 1.3% 3 +0.8 pp -0.1 pp +1.3 pp +1.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 862.1 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 860.9 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 842.2 0.6% 3 +0.5 pp +0.1 pp +0.6 pp +0.6 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 840.4 0.5% 3 +0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 804.5 0.5% 3 +0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 791.0 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆SANDS CAPITAL MANAGEMENT, LLC CIK 0001020066 0.851 71 779.9 2.4% 3 +0.7 pp +1.2 pp +2.4 pp +2.4 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 739.7 0.6% 3 -0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆Winslow Capital Management, LLC CIK 0000900973 0.758 66 722.5 2.4% 3 +1.4 pp -0.0 pp +2.4 pp +2.4 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 671.7 1.7% 3 +0.3 pp -0.1 pp +1.7 pp +1.7 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 664.1 1.6% 3 +0.4 pp +0.1 pp +1.6 pp +1.6 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 659.1 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 651.5 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 610.6 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 604.1 1.2% 3 +0.0 pp +0.5 pp +1.2 pp +1.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 589.3 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 586.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 556.4 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 503.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 494.7 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 477.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Swedbank AB CIK 0000946431 0.941 696 476.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆COATUE MANAGEMENT LLC CIK 0001135730 0.880 66 457.2 1.1% 3 +0.4 pp +0.0 pp +1.1 pp +1.1 pp
☆National Pension Service CIK 0001608046 0.956 552 412.8 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 398.2 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 391.6 1.1% 3 +0.2 pp +0.1 pp +1.1 pp +1.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 389.0 0.4% 4 +0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 379.1 0.6% 3 +0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 374.4 0.4% 3 +0.2 pp +0.0 pp +0.4 pp +0.4 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 369.5 0.3% 4 +0.1 pp -0.0 pp -0.0 pp +0.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 355.1 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 352.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 350.1 0.6% 3 +0.2 pp +0.0 pp +0.6 pp +0.6 pp
☆Alphinity Investment Management Pty Ltd CIK 0001731012 0.631 27 333.5 3.4% 3 +0.0 pp -0.7 pp +3.4 pp +3.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 332.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 331.1 0.9% 3 +0.2 pp -0.0 pp +0.9 pp +0.9 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 330.1 0.5% 3 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 315.4 0.3% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 312.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 310.5 0.5% 3 +0.2 pp +0.1 pp +0.5 pp +0.5 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 307.3 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Mirova US LLC CIK 0001802900 0.862 45 302.5 3.0% 3 +0.6 pp -0.2 pp +3.0 pp +3.0 pp
☆Navera Investment Management Ltd. CIK 0001842702 0.766 56 291.0 6.1% 3 +0.9 pp +0.9 pp +6.1 pp +6.1 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 290.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 290.1 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 285.0 1.7% 3 +1.5 pp +1.4 pp +1.7 pp +1.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 275.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 268.8 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 268.2 2.8% 3 +0.6 pp -0.0 pp +2.8 pp +2.8 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 260.5 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 260.1 0.4% 3 +0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 257.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 252.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 252.2 1.0% 3 +0.2 pp -0.1 pp +1.0 pp +1.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 250.7 1.1% 3 +0.2 pp -0.1 pp +1.1 pp +1.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 250.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 249.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 248.8 0.7% 3 +0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆Employees Provident Fund Board CIK 0001600177 0.852 68 248.4 1.8% 5 +0.3 pp +0.2 pp +0.6 pp +0.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 238.6 0.2% 3 +0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 236.2 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 233.0 0.4% 3 +0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 226.5 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 215.5 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 214.7 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆BRISTOL JOHN W & CO INC /NY/ CIK 0000276101 0.793 62 206.7 3.2% 3 +1.1 pp +0.8 pp +3.2 pp +3.2 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 206.2 11.3% 3 +1.9 pp +0.7 pp +11.3 pp +11.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 204.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 201.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 200.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 199.1 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 198.8 0.8% 3 +0.3 pp -0.0 pp +0.8 pp +0.8 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 196.8 0.5% 3 +0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 193.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 192.8 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 186.6 0.5% 3 +0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆Bellevue Group AG CIK 0001674546 0.451 148 182.4 3.5% 3 +0.2 pp -1.1 pp +3.5 pp +3.5 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 178.1 1.3% 3 +0.3 pp +0.1 pp +1.3 pp +1.3 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 178.0 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 174.5 1.0% 3 +0.2 pp -0.0 pp +1.0 pp +1.0 pp
☆DF DENT & CO INC CIK 0000934999 0.597 271 173.0 2.5% 3 +0.5 pp +0.2 pp +2.5 pp +2.5 pp
☆AVIVA PLC CIK 0001140022 0.925 854 168.6 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 168.2 0.7% 3 +0.3 pp +0.5 pp +0.7 pp +0.7 pp
☆Liontrust Investment Partners LLP CIK 0001544204 0.226 194 166.7 2.5% 3 +0.6 pp +0.6 pp +2.5 pp +2.5 pp
☆Candriam S.C.A. CIK 0001537014 0.787 677 164.8 0.8% 3 +0.2 pp -0.2 pp +0.8 pp +0.8 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 160.0 0.9% 3 +0.7 pp +0.7 pp +0.9 pp +0.9 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 160.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 158.3 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 155.1 0.4% 3 +0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆TCW GROUP INC CIK 0000850401 0.730 629 154.1 1.1% 3 +0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆ORBIMED ADVISORS LLC CIK 0001055951 0.515 121 149.2 3.1% 3 -0.0 pp -0.9 pp +3.1 pp +3.1 pp
☆SurgoCap Partners LP CIK 0001960830 0.872 13 148.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 146.1 0.3% 5 +0.3 pp +0.1 pp -0.1 pp -0.1 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 144.7 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 139.1 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆DnB Asset Management AS CIK 0001456670 0.904 1276 138.6 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 138.3 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆James Hambro & Partners LLP CIK 0001731152 0.827 68 135.4 4.8% 3 +1.1 pp -0.2 pp +4.8 pp +4.8 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 131.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 127.0 0.7% 3 +0.5 pp +0.6 pp +0.7 pp +0.7 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 122.4 0.4% 3 +0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆Hyperion Asset Management Ltd CIK 0001619844 0.883 20 120.9 3.4% 3 +0.7 pp +0.4 pp +3.4 pp +3.4 pp
☆Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 120.6 0.6% 3 +0.1 pp -0.0 pp +0.6 pp +0.6 pp
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☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Meridiem Capital Partners LP CIK 0002026798 0.000 80 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Zweig-DiMenna Associates LLC CIK 0001533950 0.165 70 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueSpruce Investments, LP CIK 0001600285 0.502 18 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HWG Holdings LP CIK 0001599390 0.277 44 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Stenger Family Office, LLC CIK 0002056106 0.508 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosight Management, LP CIK 0001617201 0.300 36 0.0 0.0% 0 -5.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Investment Advisors LLC CIK 0001910971 0.285 70 0.0 0.0% 0 -0.1 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 -1.1 pp +0.0 pp +0.0 pp
☆Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 0 +0.0 pp -4.0 pp +0.0 pp +0.0 pp
☆DE BURLO GROUP INC CIK 0001134288 0.340 90 0.0 0.0% 0 +0.0 pp -2.6 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Square Partners, LLC CIK 0001605911 0.000 0 0.0 0.0% 0 -1.3 pp -1.5 pp +0.0 pp +0.0 pp
☆Iron Triangle Partners LP CIK 0001779763 0.000 27 0.0 0.0% 0 +0.0 pp -5.2 pp +0.0 pp +0.0 pp
☆MARTIN CURRIE LTD CIK 0001094499 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 +0.0 pp -0.5 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
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pembroke Management, LTD CIK 0001063497 0.302 100 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆First Dallas Securities Inc. CIK 0001378559 0.326 125 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Humankind Investments LLC CIK 0001845373 0.696 22 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Andrew Hill Investment Advisors, Inc. CIK 0001897071 0.050 57 0.0 0.0% 0 +0.0 pp -3.4 pp +0.0 pp +0.0 pp
☆Delta Global Management LP CIK 0001992724 0.029 149 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Triasima Portfolio Management inc. CIK 0001938757 0.172 127 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Carmignac Gestion CIK 0001569758 0.744 94 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Saranac Partners Ltd CIK 0002098745 0.206 112 0.0 0.0% 0 +0.0 pp -2.6 pp -2.6 pp +0.0 pp
☆Roberts Capital Advisors, LLC CIK 0001883719 0.000 0 0.0 0.0% 0 -0.9 pp -0.7 pp +0.0 pp +0.0 pp
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆Alamea Verwaltungs GmbH CIK 0001727645 0.240 73 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -1.9 pp -1.2 pp +0.0 pp +0.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 -0.1 pp -0.6 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Artemis Investment Management LLP CIK 0001535385 0.328 213 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆EFG Asset Management (North America) Corp. CIK 0001911412 0.000 0 0.0 0.0% 0 -0.8 pp -1.0 pp +0.0 pp +0.0 pp
☆Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SIG BROKERAGE, LP CIK 1094429 0.013 305 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 -0.1 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vivid Wealth Management, LLC CIK 0002007281 0.413 73 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆KG Capital Management CIK 0001771687 0.158 142 0.0 0.0% 0 -0.4 pp -0.1 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Alcosta Capital Management, Inc. CIK 0001842509 0.556 22 0.0 0.0% 0 +0.0 pp -2.8 pp +0.0 pp +0.0 pp
☆Davis Investment Partners, LLC CIK 0001963865 0.484 172 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 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
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆CIBC Capital Markets (Europe) S.A. CIK 0002045104 0.843 10 0.0 0.0% 0 -3.8 pp -9.8 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 -0.3 pp -0.6 pp +0.0 pp +0.0 pp
☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Turn Management, LLC CIK 0001993440 0.192 31 0.0 0.0% 0 +0.0 pp -3.3 pp +0.0 pp +0.0 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 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
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 0.0 0.0% 0 +0.0 pp -0.1 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
☆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 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Renasant Bank CIK 0001656167 0.136 141 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fullerton Fund Management Co Ltd. CIK 0001592746 0.427 119 0.0 0.0% 0 -0.0 pp -1.6 pp +0.0 pp +0.0 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 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 +0.0 pp -0.3 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 ISRG). Qtrs Held counts distinct quarters this fund has actually held ISRG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ISRG position size. Δ columns are the percentage-point change in ISRG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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