Signals

KEEL

259 in-universe funds with a nonzero position in KEEL within the trailing 4 quarters, as of 2026Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-08-21 Insider Gagnon Benjamin (Chief Executive Officer) acquired via purchase ($129,497)
2026-08-20 Insider WILSON LIAM DANIEL (Chief Operating Officer) acquired via purchase ($99,999)
2026-08-17 Insider WILSON LIAM DANIEL (Chief Operating Officer) acquired via purchase ($100,064)
2026-08-13 Insider Gagnon Benjamin (Chief Executive Officer) acquired via purchase ($196,097)
2026-08-10 8-K Item(s) 2.02, 9.01
2026-07-10 Insider Silverstein Rachel Rose (EVP, General Counsel, Corp Sec) acquired via option exercise
2026-07-10 Insider Silverstein Rachel Rose (EVP, General Counsel, Corp Sec) disposed via tax withholding ($31,929)
2026-07-10 Insider Ammann Marc-Andre (Principal Accounting Officer) acquired via option exercise
2026-07-10 Insider Ammann Marc-Andre (Principal Accounting Officer) disposed via tax withholding ($70,905)
2026-07-10 Insider WILSON LIAM DANIEL (Chief Operating Officer) acquired via option exercise
2026-07-10 Insider WILSON LIAM DANIEL (Chief Operating Officer) disposed via tax withholding ($152,648)
2026-07-06 8-K Item(s) 5.02, 7.01, 9.01
2026-06-16 8-K Item(s) 4.01, 9.01 -- negative
2026-06-10 8-K Item(s) 1.01, 2.03, 3.02, 8.01, 9.01
2026-06-05 8-K Item(s) 8.01, 9.01
2026-06-04 8-K Item(s) 8.01, 9.01
2026-05-11 8-K Item(s) 2.02, 9.01
2026-04-03 8-K Item(s) 5.02, 9.01
2026-04-01 8-K Item(s) 1.01, 2.03, 3.02, 3.03, 5.01, 5.02, 5.03, 7.01, 8.01, 9.01
2023-12-13 Ownership Dilution filing by Keel Infrastructure Corp. (D)
2021-06-16 Ownership Dilution filing by Keel Infrastructure Corp. (D)
2021-02-18 Ownership Dilution filing by Keel Infrastructure Corp. (D)
2021-01-20 Ownership Dilution filing by Keel Infrastructure Corp. (D)
2021-01-20 Ownership Dilution filing by Keel Infrastructure Corp. (D)
2020-06-15 Ownership Dilution filing by Keel Infrastructure Corp. (D)

Flow ranking

Rank#611
Score / z0.224 / 0.29
Consensus147.15 over 260 funds
Momentumno 12m return

Price & positioning

130 cached closes, trailing year
Drawdownno history
Short interest+9% / 1.4d

Forensics

Clean as of 2026Q2
Accrual ratio
F-score
M-score
Net issuance

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-08-21 Gagnon Benjamin P $129,497
2026-08-20 WILSON LIAM DANIEL P $99,999
2026-08-17 WILSON LIAM DANIEL P $100,064
2026-08-13 Gagnon Benjamin P $196,097
2026-07-10 Silverstein Rachel Rose M
2026-07-10 Silverstein Rachel Rose F $31,929
2026-07-10 Ammann Marc-Andre M
2026-07-10 Ammann Marc-Andre F $70,905
2026-07-10 WILSON LIAM DANIEL M
2026-07-10 WILSON LIAM DANIEL F $152,648
Showing the 10 most recent.

8-K events

Negative / total0 / 2
FiledFormItems
2026-08-10 8-K 2.02, 9.01
2026-07-06 8-K 5.02, 7.01, 9.01
2026-06-16 8-K 4.01, 9.01
2026-06-10 8-K 1.01, 2.03, 3.02, 8.01, 9.01
2026-06-05 8-K 8.01, 9.01
2026-06-04 8-K 8.01, 9.01
2026-05-11 8-K 2.02, 9.01
2026-04-03 8-K 5.02, 9.01
2026-04-01 8-K 1.01, 2.03, 3.02, 3.03, 5.01, 5.02, 5.03, 7.01, 8.01, 9.01

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2023-12-13 D Keel Infrastructure Corp.
2021-06-16 D Keel Infrastructure Corp.
2021-02-18 D Keel Infrastructure Corp.
2021-01-20 D Keel Infrastructure Corp.
2021-01-20 D Keel Infrastructure Corp.
2020-06-15 D Keel Infrastructure Corp.

LLM reads

Ticker EvalMixed
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 252.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Situational Awareness LP CIK 0002045724 0.573 23 151.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Monarch Alternative Capital LP CIK 0001281084 0.263 7 150.9 21.5% 1 +21.5 pp +21.5 pp +21.5 pp +21.5 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 133.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 113.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 79.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 75.2 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 72.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 66.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 55.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 44.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BIT Capital GmbH CIK 0002053305 0.254 82 44.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 41.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 37.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 37.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CastleKnight Management LP CIK 0001835751 0.112 402 36.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 35.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 30.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value Aligned Research Advisors, LLC CIK 0001963565 0.606 59 29.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 26.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 26.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 23.0 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 22.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 21.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 21.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 21.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THAMES CAPITAL MANAGEMENT LLC CIK 0001714267 0.041 56 20.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 20.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 19.1 0.0% 1 +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 18.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 15.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 15.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 11.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Columbus Hill Capital Management, L.P. CIK 0001384982 0.230 29 11.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 7.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Galaxy Digital Capital Management GP LLC CIK 0002118292 0.011 51 7.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clear Street Group Inc. CIK 0001881567 0.813 1364 5.1 0.0% 1 +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 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 4.2 0.0% 1 +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 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Soviero Asset Management, LP CIK 0001755622 0.015 55 3.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MMCAP International Inc. SPC CIK 0001304857 0.030 303 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Caption Management, LLC CIK 0001706766 0.079 538 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alight Capital Management LP CIK 0001651473 0.049 76 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Defiance ETFs, LLC CIK 0001732541 0.057 384 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 3.0 0.0% 1 +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 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.084 390 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORA Capital, LLC CIK 0001742435 0.008 345 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEIGHTS CAPITAL MANAGEMENT, INC CIK 0001081698 0.005 323 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Walleye Trading LLC CIK 0001388391 0.179 946 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capelight Capital Asset Management LP CIK 0002105992 0.218 35 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Potrero Capital Research LLC CIK 0001536630 0.015 44 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. CIK 0001817652 0.604 168 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FirstWave Capital Management LLC CIK 0002093108 0.037 62 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SUSQUEHANNA ADVISORS GROUP, INC. CIK 0001444949 0.078 117 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.1 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 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.1 0.0% 1 +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 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 1.0 0.0% 1 +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 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sculptor Capital LP CIK 0001054587 0.143 320 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centiva Capital, LP CIK 0001692507 0.034 1439 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BUFFALO BUSINESS & ESTATE SERVICES LTD CIK 0002103405 0.602 105 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anson Funds Management LP CIK 0001491072 0.108 146 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.5 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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Sage Partners, LLC CIK 0001936845 0.773 126 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shaolin Capital Management LLC CIK 0001766806 0.046 546 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACT CAPITAL MANAGEMENT, LLC CIK 0001442273 0.181 62 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XPONANCE LLC CIK 0001637541 0.815 1841 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP CIK 0001595082 0.000 231 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUEFG, LLC CIK 0001766067 0.882 75 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CSS LLC/IL CIK 0001103646 0.116 766 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Welch Group, LLC CIK 0001443095 0.629 320 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dickmeyer Boyce Financial Management, Inc. CIK 0002038325 0.294 129 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DeepCurrents Investment Group LLC CIK 0001754535 0.160 103 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.1 0.0% 1 +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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skaana Management L.P. CIK 0001860998 0.059 104 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Weaver Consulting Group CIK 0001780055 0.312 297 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Finward Bancorp (FNWD) CIK 0000919864 0.243 107 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
R Squared Ltd CIK 0001896148 0.003 509 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Innovative Asset Advisors Group, LLC CIK 0002127147 0.091 287 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kemnay Advisory Services Inc. CIK 0001555283 0.677 1169 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TrinityBridge Ltd CIK 0001718570 0.840 269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 1 +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 KEEL). Qtrs Held counts distinct quarters this fund has actually held KEEL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its KEEL position size. Δ columns are the percentage-point change in KEEL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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