Signals

KWEB

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

Flow ranking

Rank#14
Score / z8.048 / 11.44
Consensus107.88 over 224 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-24% / 1.7d

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
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 518.7 0.6% 3 +0.3 pp +0.4 pp +0.6 pp +0.6 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 371.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 295.1 0.4% 3 +0.2 pp +0.4 pp +0.4 pp +0.4 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 285.9 0.0% 4 -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 253.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit Rock Advisors, LP CIK 0001540951 0.000 3 228.4 100.0% 1 +100.0 pp +100.0 pp +100.0 pp +100.0 pp
Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 221.3 0.7% 3 +0.2 pp +0.3 pp +0.7 pp +0.7 pp
Appaloosa LP CIK 0001656456 0.883 25 161.7 2.4% 3 -1.9 pp +0.2 pp +2.4 pp +2.4 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 146.5 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 141.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Krane Funds Advisors LLC CIK 0001536592 0.650 185 131.3 4.3% 3 +0.7 pp +0.1 pp +4.3 pp +4.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 71.9 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 70.7 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
Kapitalo Investimentos Ltda CIK 0001798686 0.140 51 59.0 11.3% 3 +0.8 pp +1.9 pp +11.3 pp +11.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 50.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 47.9 0.0% 5 -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 47.7 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 39.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 38.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 38.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 37.5 0.0% 4 -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 35.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
University of Illinois Foundation CIK 0001994249 0.055 29 34.9 12.0% 3 -3.2 pp -2.1 pp +12.0 pp +12.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 34.2 2.0% 1 +2.0 pp +1.3 pp +2.0 pp +2.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 30.9 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 30.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MKP Capital Management, L.L.C. CIK 0001534949 0.684 22 30.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 30.0 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 28.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 27.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 26.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 24.8 0.0% 3 -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 24.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakout Capital Partners, LP CIK 0001935243 0.415 8 23.0 16.4% 3 -4.5 pp -1.5 pp +16.4 pp +16.4 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 20.5 0.6% 1 +0.6 pp +0.2 pp +0.3 pp +0.6 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 18.9 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
Compass Rose Asset Management, LP CIK 0001758811 0.215 17 18.7 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 17.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 16.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PING CAPITAL MANAGEMENT, INC. CIK 0001804352 0.687 69 16.9 6.7% 3 +1.0 pp -1.8 pp +6.7 pp +6.7 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 15.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aurora Investment Managers, LLC. CIK 0001798485 0.065 52 15.0 8.5% 3 -1.6 pp +0.4 pp +8.5 pp +8.5 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 13.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 12.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 11.2 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 10.1 0.4% 3 -0.2 pp -0.1 pp +0.4 pp +0.4 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 9.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 8.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Walleye Trading LLC CIK 0001388391 0.179 946 8.0 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Rye Brook Capital LLC CIK 0001844147 0.254 40 8.0 7.5% 2 +1.4 pp +7.5 pp +7.5 pp +7.5 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 8.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 7.9 1.1% 2 -1.2 pp +1.1 pp +1.1 pp +1.1 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 7.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HELIOS CAPITAL MANAGEMENT PTE. LTD CIK 0001727612 0.375 26 7.6 5.2% 3 -1.1 pp -0.7 pp +5.2 pp +5.2 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 7.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 7.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Glenorchy Capital Ltd CIK 0002008506 0.248 59 7.5 4.9% 3 -1.9 pp -1.0 pp +4.9 pp +4.9 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 6.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 6.8 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 6.8 0.6% 3 +0.1 pp +0.5 pp +0.6 pp +0.6 pp
LHM, INC. CIK 0002009224 0.733 24 6.7 2.5% 3 -0.6 pp -0.1 pp +2.5 pp +2.5 pp
Parkwood LLC CIK 0001597823 0.291 71 6.1 0.5% 3 -0.2 pp -0.0 pp +0.5 pp +0.5 pp
Trium Capital LLP CIK 0001963860 0.054 50 5.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Tamar Securities, LLC CIK 0001703081 0.527 90 5.2 0.6% 3 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 5.2 1.1% 3 -0.2 pp -0.2 pp +1.1 pp +1.1 pp
Csenge Advisory Group CIK 0001715593 0.550 760 5.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 4.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stelac Advisory Services LLC CIK 0001519676 0.375 168 4.5 1.6% 3 +1.2 pp +0.3 pp +1.6 pp +1.6 pp
DME Capital Management, LP CIK 0001489933 0.694 46 4.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Wealth Planning, LLC CIK 0001566728 0.877 154 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.084 390 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 4.3 0.1% 2 -0.9 pp +0.1 pp +0.1 pp +0.1 pp
III Capital Management CIK 0001783139 0.455 48 3.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 3.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 3.8 1.7% 3 -0.4 pp -0.2 pp +1.7 pp +1.7 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 3.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LAKEWOOD CAPITAL MANAGEMENT, LP CIK 0001424381 0.450 62 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 3.7 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Senator Investment Group LP CIK 0001443689 0.106 58 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ArchPoint Investors CIK 0001483472 0.607 80 3.5 0.8% 3 -0.4 pp -0.2 pp +0.8 pp +0.8 pp
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 3.5 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATAURO, LLC CIK 0002052964 0.684 158 3.3 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
Activest Wealth Management CIK 0001883134 0.526 1477 3.3 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 3.3 0.1% 1 +0.1 pp -0.5 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 3.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gainplan LLC CIK 0001697857 0.087 60 2.7 1.0% 3 -0.4 pp -0.3 pp +1.0 pp +1.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 2.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.200 93 2.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 2.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 2.5 0.4% 3 -0.2 pp -0.1 pp +0.4 pp +0.4 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 2.1 0.3% 3 +0.3 pp +0.1 pp +0.3 pp +0.3 pp
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC CIK 0001845930 0.467 78 2.1 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Momentum Wealth Planning, LLC CIK 0002087652 0.379 33 2.1 1.6% 2 -3.7 pp +1.6 pp +1.6 pp +1.6 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIG BROKERAGE, LP CIK 1094429 0.013 305 1.9 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 1.8 0.8% 3 +0.6 pp +0.6 pp +0.8 pp +0.8 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Everstar Asset Management, LLC CIK 0002023744 0.121 202 1.7 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Next Capital Management LLC CIK 0001752762 0.504 138 1.7 0.5% 3 -0.2 pp -0.1 pp +0.5 pp +0.5 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Maxi Investments CY Ltd CIK 0001838222 0.024 72 1.4 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 1.2 0.5% 1 +0.5 pp +0.4 pp +0.5 pp +0.5 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Galaxy Group Investments LLC CIK 0001912562 0.725 36 1.1 0.1% 4 -0.1 pp -0.0 pp -0.4 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hudson Value Partners, LLC CIK 0001840501 0.359 108 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Permanens Capital L.P. CIK 0001599637 0.386 100 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Markets Trading UK LLP CIK 0001719165 0.000 87 0.9 1.1% 1 +1.1 pp +0.7 pp +1.1 pp +1.1 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.9 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp -0.2 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
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Shay Capital LLC CIK 0001723643 0.044 394 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Northstar Advisory Group, LLC CIK 0001816000 0.138 118 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
Amitell Capital Pte Ltd CIK 0001807559 0.090 26 0.0 0.0% 0 -3.9 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
Fosun International Ltd CIK 0001447884 0.512 73 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anthracite Investment Company, Inc. CIK 0001809930 0.000 0 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capula Management Ltd CIK 0001557017 0.914 303 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Vienna Asset Management LLC CIK 0001913545 0.160 69 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rovida Investment Management Ltd CIK 0002053064 0.685 20 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 0 -3.1 pp -3.0 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
Absolute Gestao de Investimentos Ltda. CIK 0001622610 0.000 34 0.0 0.0% 0 +0.0 pp -0.7 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
Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berbice Capital Management LLC CIK 0002051605 0.347 87 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 -0.0 pp -0.3 pp +0.0 pp +0.0 pp
Symmetry Investments LP CIK 0001691919 0.056 112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
FACTORIAL MANAGEMENT Ltd CIK 0001697137 0.979 3 0.0 0.0% 0 +0.0 pp -44.1 pp +0.0 pp +0.0 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sphera Management Technology Funds Ltd CIK 0002030525 0.102 83 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EMC Capital Management CIK 0001847772 0.576 53 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Militia Capital Partners, LP CIK 0001837496 0.040 182 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Eisler Capital Management Ltd. CIK 0002055810 0.000 376 0.0 0.0% 0 +0.0 pp -0.0 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
Manatuck Hill Partners, LLC CIK 0001467902 0.027 129 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 0.0 0.0% 0 -1.0 pp -1.9 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
CMT Capital Markets Trading GmbH CIK 0001632813 0.000 103 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MYDA Advisors LLC CIK 0001589689 0.023 143 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Norris Financial Group, LLC CIK 0002129318 0.094 82 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
RIT CAPITAL PARTNERS PLC CIK 0000939334 0.147 13 0.0 0.0% 0 -8.3 pp +0.0 pp +0.0 pp +0.0 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAM Advisory, LLC CIK 0001825292 0.682 107 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fore Capital, LLC CIK 0001714672 0.010 47 0.0 0.0% 0 +0.0 pp -4.8 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. CIK 0001832439 0.761 16 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 0 +0.0 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
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD CIK 0001670627 0.000 24 0.0 0.0% 0 +0.0 pp -4.0 pp +0.0 pp +0.0 pp
MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rinkey Investments CIK 0001730774 0.601 128 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just KWEB). Qtrs Held counts distinct quarters this fund has actually held KWEB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its KWEB position size. Δ columns are the percentage-point change in KWEB'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