☆JHX
Catalyst Timeline Full insider history
| Date | Type | What happened |
|---|---|---|
| 2026-09-15 | Insider | PETERSON RENEE J acquired via award |
| 2026-09-15 | Insider | HECKES HOWARD C acquired via award |
| 2026-09-15 | Insider | Hendrickson Gary E acquired via award |
| 2026-09-15 | Insider | Pfeifer John C acquired via award |
| 2026-09-15 | Insider | Rowland Suzanne B acquired via award |
| 2026-09-15 | Insider | Sindel Alan Robert Harold acquired via award |
| 2026-09-15 | Insider | Singh Jesse G acquired via award |
| 2026-09-15 | Insider | Stein Nigel acquired via award |
| 2026-08-25 | Insider | Skelly Jonathan (Pres. James Hardie NA) disposed via sale ($1,523,000) |
| 2026-08-25 | Insider | Skelly Jonathan (Pres. James Hardie NA) acquired via option exercise ($561,500) |
| 2026-08-21 | 8-K | Item(s) 3.03, 5.03, 5.07, 9.01 |
| 2026-08-20 | 8-K | Item(s) 1.01, 7.01, 9.01 |
| 2026-08-06 | 8-K | Item(s) 2.02, 9.01 |
| 2026-07-23 | 8-K | Item(s) 2.02, 9.01 |
| 2026-06-26 | 8-K | Item(s) 7.01, 9.01 |
| 2026-05-20 | 8-K | Item(s) 7.01, 9.01 |
| 2026-05-19 | 8-K | Item(s) 2.02, 9.01 |
| 2026-05-15 | 8-K | Item(s) 5.02, 7.01, 9.01 |
Flow ranking
Rank#1194
Score / z0.012 / 0.05
Consensus82.89 over 179 funds
Momentumnot computed
Price & positioning
224 cached closes, trailing year
Drawdownnot computed
Short interestnot computed
Forensics
Clean
as of 2027Q1
Accrual ratio-0.011
F-score—
M-score—
Net issuance—
Insider
Score+0.00
Buys / cluster sells0 / 0
| Date | Insider | Code | Value |
|---|---|---|---|
| 2026-09-15 | PETERSON RENEE J | A | — |
| 2026-09-15 | HECKES HOWARD C | A | — |
| 2026-09-15 | Hendrickson Gary E | A | — |
| 2026-09-15 | Pfeifer John C | A | — |
| 2026-09-15 | Rowland Suzanne B | A | — |
| 2026-09-15 | Sindel Alan Robert Harold | A | — |
| 2026-09-15 | Singh Jesse G | A | — |
| 2026-09-15 | Stein Nigel | A | — |
| 2026-08-25 | Skelly Jonathan | S | $1,523,000 |
| 2026-08-25 | Skelly Jonathan | M | $561,500 |
Showing the 10 most recent.
8-K events
Negative / total0 / 5
| Filed | Form | Items |
|---|---|---|
| 2026-08-21 | 8-K | 3.03, 5.03, 5.07, 9.01 |
| 2026-08-20 | 8-K | 1.01, 7.01, 9.01 |
| 2026-08-06 | 8-K | 2.02, 9.01 |
| 2026-07-23 | 8-K | 2.02, 9.01 |
| 2026-06-26 | 8-K | 7.01, 9.01 |
| 2026-05-20 | 8-K | 7.01, 9.01 |
| 2026-05-19 | 8-K | 2.02, 9.01 |
| 2026-05-15 | 8-K | 5.02, 7.01, 9.01 |
Ownership
13D / 13G / dilution0 / 0 / 0
LLM reads
Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 | 0.954 | 1898 | 1,087.5 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆D1 Capital Partners L.P. CIK 0001747057 | 0.000 | 55 | 506.4 | 4.7% | 2 | +0.5 pp | +4.7 pp | +4.7 pp | +4.7 pp |
| ☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 | 0.931 | 1003 | 262.1 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆FMR LLC CIK 0000315066 | 0.989 | 5571 | 230.1 | 0.0% | 2 | -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 | 201.1 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.482 | 6351 | 157.7 | 0.1% | 2 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Point72 Asset Management, L.P. CIK 0001603466 | 0.241 | 1978 | 151.5 | 0.2% | 2 | -0.1 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Phoenix Financial Ltd. CIK 0001679543 | 0.682 | 519 | 114.5 | 1.2% | 2 | -0.2 pp | +1.2 pp | +1.2 pp | +1.2 pp |
| ☆Slate Path Capital LP CIK 0001559706 | 0.201 | 40 | 111.3 | 1.5% | 2 | +0.8 pp | +1.5 pp | +1.5 pp | +1.5 pp |
| ☆Alyeska Investment Group, L.P. CIK 0001453072 | 0.264 | 652 | 107.2 | 0.3% | 2 | +0.0 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Hill City Capital, LP CIK 0001837343 | 0.897 | 28 | 106.2 | 4.0% | 2 | +0.6 pp | +4.0 pp | +4.0 pp | +4.0 pp |
| ☆BlackRock, Inc. (BLK) CIK 0002012383 | 0.995 | 5652 | 88.8 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 | 0.985 | 8402 | 81.5 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 | 0.610 | 934 | 77.5 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 | 0.548 | 3841 | 73.8 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Capital World Investors CIK 0001422849 | 0.974 | 637 | 64.6 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RDST Capital LLC CIK 0001912187 | 0.448 | 18 | 55.9 | 5.3% | 1 | +5.3 pp | +5.3 pp | +5.3 pp | +5.3 pp |
| ☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | 0.399 | 3140 | 53.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 | 0.839 | 1002 | 44.4 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Stephens Investment Management Group LLC CIK 0001314440 | 0.460 | 176 | 44.1 | 0.6% | 2 | +0.1 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆ACK Asset Management LLC CIK 0001510940 | 0.196 | 21 | 43.6 | 5.5% | 2 | +0.4 pp | +5.5 pp | +5.5 pp | +5.5 pp |
| ☆MARSHALL WACE, LLP CIK 0001318757 | 0.756 | 2719 | 42.5 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TimesSquare Capital Management, LLC CIK 0001313816 | 0.500 | 158 | 41.6 | 0.6% | 2 | +0.2 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆Senator Investment Group LP CIK 0001443689 | 0.106 | 58 | 37.9 | 1.5% | 2 | +0.9 pp | +1.5 pp | +1.5 pp | +1.5 pp |
| ☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 | 0.969 | 5626 | 34.2 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Woodline Partners LP CIK 0001784547 | 0.424 | 1011 | 33.3 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Interval Partners, LP CIK 0001590228 | 0.033 | 216 | 33.2 | 0.8% | 2 | +0.2 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 | 0.993 | 4261 | 30.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Kinetic Partners Management, LP CIK 0001911448 | 0.140 | 47 | 26.4 | 1.3% | 1 | +1.3 pp | +1.3 pp | +1.3 pp | +1.3 pp |
| ☆Junto Capital Management LP CIK 0001595880 | 0.030 | 80 | 26.3 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆BWCP, LP CIK 0001787893 | 0.196 | 24 | 21.8 | 3.6% | 2 | -0.7 pp | +3.6 pp | +3.6 pp | +3.6 pp |
| ☆Schonfeld Strategic Advisors LLC CIK 0001665241 | 0.155 | 2292 | 21.2 | 0.1% | 2 | -0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 | 0.024 | 715 | 21.1 | 0.4% | 2 | +0.2 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆BROWN ADVISORY INC CIK 0001345929 | 0.906 | 1447 | 21.1 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 21.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Diameter Capital Partners LP CIK 0001727012 | 0.000 | 31 | 20.8 | 2.2% | 2 | +1.4 pp | +2.2 pp | +2.2 pp | +2.2 pp |
| ☆Sea Cliff Partners Management, LP CIK 0002011655 | 0.453 | 14 | 20.7 | 8.7% | 2 | +4.1 pp | +8.7 pp | +8.7 pp | +8.7 pp |
| ☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 | 0.990 | 4447 | 18.9 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Merewether Investment Management, LP CIK 0001736852 | 0.195 | 81 | 18.2 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Clearline Capital LP CIK 0001600136 | 0.146 | 101 | 18.0 | 1.4% | 2 | +0.2 pp | +1.4 pp | +1.4 pp | +1.4 pp |
| ☆Aristotle Capital Boston, LLC CIK 0001633911 | 0.326 | 119 | 17.9 | 1.0% | 2 | +0.3 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆Rivermont Capital Management LP CIK 0001965613 | 0.110 | 20 | 17.8 | 4.2% | 1 | +4.2 pp | +4.2 pp | +4.2 pp | +4.2 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 | 17.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Engineers Gate Manager LP CIK 0001620220 | 0.031 | 2192 | 17.0 | 0.2% | 2 | +0.1 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Calamos Advisors LLC CIK 0001316507 | 0.672 | 942 | 16.3 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 | 0.882 | 1887 | 13.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 | 0.983 | 4440 | 11.6 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 | 0.925 | 1050 | 10.8 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 | 0.365 | 300 | 10.7 | 0.1% | 2 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 | 0.885 | 3272 | 10.4 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 | 0.440 | 548 | 10.3 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Gotham Asset Management, LLC CIK 0001510387 | 0.825 | 1791 | 10.1 | 0.0% | 2 | -0.1 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Man Group plc CIK 0001637460 | 0.631 | 2032 | 9.6 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Invenomic Capital Management LP CIK 0001769456 | 0.090 | 115 | 8.7 | 0.4% | 2 | +0.2 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Walleye Capital LLC CIK 0001758720 | 0.283 | 1924 | 8.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 | 0.099 | 1679 | 7.6 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 | 0.405 | 590 | 7.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆SIH Partners, LLLP CIK 0001996244 | 0.030 | 285 | 7.3 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆NEXPOINT ASSET MANAGEMENT, L.P. CIK 0001469877 | 0.000 | 67 | 6.8 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 | 0.956 | 4648 | 6.6 | 0.0% | 2 | +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 | 6.5 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FIRST TRUST ADVISORS LP CIK 0001125816 | 0.822 | 2655 | 6.4 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FORMULA GROWTH LTD CIK 0001093219 | 0.072 | 145 | 6.4 | 2.5% | 2 | -0.1 pp | +2.5 pp | +2.5 pp | +2.5 pp |
| ☆Nuveen, LLC CIK 0001871926 | 0.966 | 3735 | 6.1 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 | 0.949 | 3317 | 5.8 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 5.5 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Squarepoint Ops LLC CIK 0001642575 | 0.419 | 2729 | 5.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ING GROEP NV (ING, INGVF) CIK 0001039765 | 0.612 | 514 | 5.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Quantinno Capital Management LP CIK 0001759654 | 0.879 | 3419 | 5.2 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆VANGUARD GROUP INC CIK 0000102909 | 0.000 | 0 | 5.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 4.8 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ArrowMark Colorado Holdings LLC CIK 0001483859 | 0.094 | 296 | 4.7 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Lighthouse Investment Partners, LLC CIK 0001600344 | 0.014 | 667 | 4.6 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Corient Private Wealth LP CIK 0001948780 | 0.887 | 3043 | 4.5 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Hudson Bay Capital Management LP CIK 0001393825 | 0.317 | 1210 | 3.7 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 | 0.974 | 3723 | 3.7 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 | 0.057 | 1962 | 3.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 | 0.963 | 3221 | 3.5 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RHUMBLINE ADVISERS CIK 0001115418 | 0.943 | 4189 | 3.3 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Caledonia (Private) Investments Pty Ltd CIK 0001352924 | 0.960 | 17 | 3.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 | 0.954 | 4062 | 3.2 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 | 0.010 | 748 | 3.1 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Cinctive Capital Management LP CIK 0001787258 | 0.000 | 400 | 3.0 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 | 0.967 | 6822 | 2.9 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Monaco Asset Management SAM CIK 0001803593 | 0.097 | 36 | 2.7 | 0.8% | 1 | +0.8 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆OSSIAM CIK 0001767471 | 0.182 | 680 | 2.7 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆BEACONLIGHT CAPITAL, LLC CIK 0001569537 | 0.032 | 31 | 2.4 | 1.4% | 1 | +1.4 pp | +1.4 pp | +1.4 pp | +1.4 pp |
| ☆IEQ CAPITAL, LLC CIK 0001779789 | 0.694 | 2011 | 2.4 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 | 0.924 | 4888 | 2.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ArchPoint Investors CIK 0001483472 | 0.607 | 80 | 2.1 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 | 0.142 | 2094 | 2.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SUSQUEHANNA ADVISORS GROUP, INC. CIK 0001444949 | 0.078 | 117 | 2.1 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Holocene Advisors, LP CIK 0001700574 | 0.334 | 782 | 2.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Quantbot Technologies LP CIK 0001512991 | 0.011 | 1893 | 2.0 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 1.9 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MAIRS & POWER INC CIK 0001070134 | 0.871 | 254 | 1.9 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Verition Fund Management LLC CIK 0001454027 | 0.193 | 1442 | 1.8 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 | 0.917 | 2136 | 1.6 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Polymer Capital Management (US) LLC CIK 0001973324 | 0.000 | 602 | 1.5 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Ionic Capital Management LLC CIK 0001386462 | 0.013 | 103 | 1.4 | 1.4% | 2 | -0.5 pp | +1.4 pp | +1.4 pp | +1.4 pp |
| ☆Sequoia Financial Advisors, LLC CIK 0001599900 | 0.860 | 2124 | 1.4 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CastleKnight Management LP CIK 0001835751 | 0.112 | 402 | 1.4 | 0.1% | 2 | -0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | 0.858 | 3900 | 1.4 | 0.0% | 2 | +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 | 1.4 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 | 0.920 | 3173 | 1.2 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Creative Planning CIK 0001540235 | 0.979 | 4196 | 1.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
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| ☆WPG Advisers, LLC CIK 0002067343 | 0.198 | 1549 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SageView Advisory Group, LLC CIK 0001914558 | 0.814 | 615 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ALBION FINANCIAL GROUP /UT CIK 0001054677 | 0.646 | 652 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Capital Analysts, LLC CIK 0001624758 | 0.681 | 1536 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 | 0.518 | 1527 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ASSETMARK, INC CIK 0001344551 | 0.900 | 3558 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 | 0.316 | 3241 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sound Income Strategies, LLC CIK 0001730960 | 0.451 | 483 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Larson Financial Group LLC CIK 0001731061 | 0.550 | 3722 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Physician Wealth Advisors, Inc. CIK 0001795173 | 0.595 | 2334 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WealthCollab, LLC CIK 0002017870 | 0.551 | 969 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Root Financial Partners, LLC CIK 0001977181 | 0.834 | 407 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Bogart Wealth, LLC CIK 0001715740 | 0.593 | 2005 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Bruce G. Allen Investments, LLC CIK 0002005409 | 0.456 | 1037 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆JFS WEALTH ADVISORS, LLC CIK 0001568068 | 0.739 | 2253 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Bullock Wealth Management Group CIK 2067581 | 0.266 | 607 | 0.0 | 0.0% | 3 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Independence Bank of Kentucky CIK 0001730479 | 0.508 | 589 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MONTAG A & ASSOCIATES INC CIK 0000829407 | 0.583 | 954 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Quent Capital, LLC CIK 0001912338 | 0.680 | 1649 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 | 0.225 | 2262 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Clearstead Trust, LLC CIK 0001708001 | 0.631 | 970 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 | 0.787 | 1418 | 0.0 | 0.0% | 2 | +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% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆UMB Bank, n.a. CIK 0000933429 | 0.805 | 2303 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cromwell Holdings LLC CIK 0001894712 | 0.161 | 1108 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 | 0.606 | 1278 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆DecisionPoint Financial, LLC CIK 0001938514 | 0.881 | 1416 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Transamerica Financial Advisors, LLC CIK 0001502149 | 0.192 | 2188 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Nemes Rush Group LLC CIK 0001982273 | 0.516 | 945 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Activest Wealth Management CIK 0001883134 | 0.526 | 1477 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Private Wealth Asset Management, LLC CIK 0001883006 | 0.617 | 930 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PRIVATE TRUST CO NA CIK 0001277557 | 0.320 | 2708 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NewEdge Advisors, LLC CIK 0001633516 | 0.773 | 4198 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Essential Partners LLC CIK 0002136442 | 0.019 | 2853 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 | 0.909 | 1694 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BESSEMER GROUP INC CIK 0001054074 | 0.063 | 2558 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SPX Gestao de Recursos Ltda CIK 0001589176 | 0.023 | 79 | 0.0 | 0.0% | 0 | -0.2 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OMERS ADMINISTRATION Corp CIK 0001053321 | 0.328 | 906 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Paladin Wealth, LLC CIK 0002040377 | 0.148 | 134 | 0.0 | 0.0% | 0 | -0.3 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 |
| ☆Lombard Odier Asset Management (USA) Corp CIK 0001491719 | 0.015 | 77 | 0.0 | 0.0% | 0 | -0.2 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Wealthspire Advisors, LLC CIK 0001646247 | 0.767 | 1298 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆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 |
| ☆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 |
| ☆Cercano Management LLC CIK 0001936416 | 0.054 | 133 | 0.0 | 0.0% | 0 | -0.2 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LM Asset Management Inc. CIK 0002057190 | 0.791 | 9 | 0.0 | 0.0% | 0 | -2.1 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SouthState Bank Corp (SSB) CIK 0000764038 | 0.516 | 1313 | 0.0 | 0.0% | 0 | -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 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 | 0.000 | 1601 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 | 0.370 | 375 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 | 0.007 | 777 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Dorsey & Whitney Trust CO LLC CIK 0001384042 | 0.505 | 730 | 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 |
| ☆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 |
| ☆Sachetta, LLC CIK 0002010574 | 0.327 | 1025 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Quarry LP CIK 0001965207 | 0.031 | 2367 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ballentine Partners, LLC CIK 0001374889 | 0.936 | 1078 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Zimmer Partners, LP CIK 0001565854 | 0.202 | 112 | 0.0 | 0.0% | 0 | -0.1 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆First Pacific Financial CIK 0001810089 | 0.717 | 510 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 | 0.598 | 942 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LRI Investments, LLC CIK 0002023325 | 0.727 | 1954 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Dunhill Financial, LLC CIK 0001948904 | 0.569 | 1617 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Private Wealth Management Group, LLC CIK 0002011342 | 0.607 | 1455 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Advisory Services Network, LLC CIK 0001573876 | 0.615 | 2019 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Tidal Investments LLC CIK 0001600064 | 0.635 | 2147 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆American Capital Advisory, LLC CIK 0002018007 | 0.537 | 1163 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 | 0.000 | 0 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 | 0.958 | 1061 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 | 0.919 | 2485 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Jump Financial, LLC CIK 0001831577 | 0.000 | 1935 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Roubaix Capital, LLC CIK 0001769700 | 0.005 | 50 | 0.0 | 0.0% | 0 | -2.6 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 | 0.898 | 424 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Principia Wealth Advisory, LLC CIK 0002041436 | 0.234 | 1064 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Resolute Capital Asset Partners LLC CIK 0001834913 | 0.010 | 48 | 0.0 | 0.0% | 0 | -0.9 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CGC Financial Services, LLC CIK 0001992785 | 0.572 | 337 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Long Pond Capital, LP CIK 0001499066 | 0.162 | 30 | 0.0 | 0.0% | 0 | -10.1 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 |
| ☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 | 0.455 | 1522 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆D. E. Shaw & Co., Inc. CIK 0001009207 | 0.579 | 3463 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 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 |
| ☆Abound Wealth Management CIK 0001950323 | 0.745 | 1359 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Brown Financial Advisors CIK 0002035548 | 0.168 | 212 | 0.0 | 0.0% | 0 | -0.3 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Beaird Harris Wealth Management, LLC CIK 0001908938 | 0.832 | 707 | 0.0 | 0.0% | 0 | -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 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Vident Advisory, LLC CIK 0001744347 | 0.597 | 1911 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Clean Energy Transition LLP CIK 0001911523 | 0.831 | 14 | 0.0 | 0.0% | 0 | -0.3 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Point72 Europe (London) LLP CIK 0001698051 | 0.000 | 0 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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