Signals

IVZ

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

Flow ranking

Rank#176
Score / z1.083 / 1.53
Consensus223.31 over 403 funds
Momentumno 12m return

Price & positioning

227 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
MASSACHUSETTS MUTUAL LIFE INSURANCE CO CIK 0000225602 0.978 2 2,136.6 88.1% 3 +2.1 pp +4.7 pp +88.1 pp +88.1 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,391.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,023.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 565.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 545.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 364.7 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 286.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 233.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 230.4 0.0% 1 +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 192.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 168.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 157.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 144.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 126.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 115.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAMLYN CAPITAL, LLC CIK 0001421097 0.327 77 110.6 1.8% 2 +1.1 pp +1.8 pp +1.8 pp +1.8 pp
NORGES BANK CIK 0001374170 0.994 1617 102.5 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 85.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 78.3 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TRIAN FUND MANAGEMENT, L.P. CIK 0001345471 0.962 8 78.0 2.0% 3 -6.2 pp -4.1 pp +2.0 pp +2.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 74.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 69.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 64.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 60.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 54.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 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 54.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 53.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 52.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 52.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 51.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 49.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 41.4 0.7% 3 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 38.5 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 38.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 37.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 36.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 35.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 33.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 33.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 31.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 30.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 29.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BASSWOOD CAPITAL MANAGEMENT, L.L.C. CIK 0001085393 0.529 108 29.3 1.3% 3 +0.3 pp +0.8 pp +1.3 pp +1.3 pp
Walleye Trading LLC CIK 0001388391 0.179 946 28.2 0.5% 3 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 27.9 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 26.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.7 0.0% 4 +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 24.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 24.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 22.7 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 20.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 20.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 19.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 19.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 18.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 18.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 18.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 18.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 18.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 18.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 17.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 17.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 16.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 15.4 0.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 15.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 13.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 13.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 13.1 1.3% 3 +0.1 pp +0.4 pp +1.3 pp +1.3 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 12.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 11.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 11.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 10.8 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
Prana Capital Management, LP CIK 0001710951 0.303 118 10.7 0.4% 3 -0.4 pp +0.3 pp +0.4 pp +0.4 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 10.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 10.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 9.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 9.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Live Oak Private Wealth LLC CIK 0001799877 0.267 211 9.1 1.2% 3 +0.1 pp +0.4 pp +1.2 pp +1.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 8.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Governors Lane LP CIK 0001644187 0.123 184 8.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Cambridge Financial Group, Inc. CIK 0001334199 0.293 33 8.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 8.2 0.0% 2 +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 8.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 8.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 7.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 7.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 7.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 7.1 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 6.9 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 6.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wesleyan Assurance Society CIK 0001773368 0.720 109 6.8 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Gifford Fong Associates CIK 0001740316 0.472 124 6.7 1.3% 3 +0.1 pp +0.4 pp +1.3 pp +1.3 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Poehling Capital Management, INC. CIK 0001730815 0.228 166 6.7 1.4% 3 +0.1 pp +0.4 pp +1.4 pp +1.4 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Olstein Capital Management, L.P. CIK 0000947996 0.000 0 6.1 1.3% 3 -0.1 pp +0.1 pp +1.3 pp +1.3 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 5.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 5.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 5.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Informed Momentum Co LLC CIK 0001510989 0.009 268 5.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 4.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CACTI ASSET MANAGEMENT LLC CIK 0001452208 0.844 76 4.8 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 4.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mubadala Investment Co PJSC CIK 0001704268 0.995 72 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 4.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 4.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 4.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 4.2 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 4.0 0.0% 3 +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 4.0 0.0% 3 +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 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 3.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Convergence Investment Partners, LLC CIK 0001456133 0.067 241 3.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 3.6 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 3.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 3.5 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 3.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 3.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Czech National Bank CIK 0001908923 0.861 503 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Meiji Yasuda Asset Management Co Ltd. CIK 0001491685 0.417 596 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 -0.2 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 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
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 0.0 0.0% 0 +0.0 pp -0.1 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
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 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
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
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
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -0.1 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
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp -0.2 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 IVZ). Qtrs Held counts distinct quarters this fund has actually held IVZ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IVZ position size. Δ columns are the percentage-point change in IVZ'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