Signals

← Signals

☆KWEB

359 in-universe funds with a nonzero position in KWEB within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#355
Score / z0.531 / 0.80
Consensus122.22 over 238 funds
Momentumno 12m return

Price & positioning

226 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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 373.6 0.0% 4 +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 343.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 325.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Appaloosa LP CIK 0001656456 0.883 25 310.9 4.2% 2 +2.1 pp +4.2 pp +4.2 pp +4.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 298.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 170.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 154.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 150.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 137.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Krane Funds Advisors LLC CIK 0001536592 0.650 185 126.7 3.6% 2 -0.5 pp +3.6 pp +3.6 pp +3.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 118.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 116.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 116.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 100.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 95.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 80.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 58.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kapitalo Investimentos Ltda CIK 0001798686 0.140 51 56.0 10.5% 2 +1.1 pp +10.5 pp +10.5 pp +10.5 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 53.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIT CAPITAL PARTNERS PLC CIK 0000939334 0.147 13 52.9 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 52.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆University of Illinois Foundation CIK 0001994249 0.055 29 43.1 15.2% 2 +1.2 pp +15.2 pp +15.2 pp +15.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 37.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 36.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 33.8 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 30.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 29.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 28.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakout Capital Partners, LP CIK 0001935243 0.415 8 28.2 20.9% 2 +3.0 pp +20.9 pp +20.9 pp +20.9 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 27.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 24.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 23.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 21.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Banco BTG Pactual S.A. CIK 0001536080 0.348 136 21.5 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 19.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Investment Managers, LLC. CIK 0001798485 0.065 52 18.5 10.1% 2 +1.9 pp +10.1 pp +10.1 pp +10.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 18.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 15.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆FIL Ltd CIK 0000318989 0.878 1140 15.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 15.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 14.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BW Gestao de Investimentos Ltda. CIK 0001568280 0.068 294 13.6 1.0% 2 -0.9 pp +1.0 pp +1.0 pp +1.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 13.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 12.0 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 11.5 0.0% 2 -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 11.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 10.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 10.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LHM, INC. CIK 0002009224 0.733 24 9.5 3.1% 2 +0.6 pp +3.1 pp +3.1 pp +3.1 pp
☆PING CAPITAL MANAGEMENT, INC. CIK 0001804352 0.687 69 9.5 5.7% 2 -2.9 pp +5.7 pp +5.7 pp +5.7 pp
☆HELIOS CAPITAL MANAGEMENT PTE. LTD CIK 0001727612 0.375 26 9.4 6.4% 2 +0.5 pp +6.4 pp +6.4 pp +6.4 pp
☆Glenorchy Capital Ltd CIK 0002008506 0.248 59 9.3 6.7% 2 +0.9 pp +6.7 pp +6.7 pp +6.7 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marathon Trading Investment Management LLC CIK 0001572748 0.000 141 8.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 8.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 8.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 8.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 7.6 0.9% 2 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
☆Parkwood LLC CIK 0001597823 0.292 71 7.5 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Rye Brook Capital LLC CIK 0001844147 0.254 40 7.2 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 6.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Momentum Wealth Planning, LLC CIK 0002087652 0.380 33 6.8 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 6.3 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABC ARBITRAGE SA CIK 0002049221 0.044 381 5.8 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Tamar Securities, LLC CIK 0001703081 0.527 90 5.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 5.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Amitell Capital Pte Ltd CIK 0001807559 0.091 26 5.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 5.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 4.7 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 4.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ArchPoint Investors CIK 0001483472 0.607 80 4.3 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 4.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 4.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 4.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 4.0 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 4.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 3.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 3.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆DME Capital Management, LP CIK 0001489933 0.694 46 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gainplan LLC CIK 0001697857 0.087 60 3.3 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Northstar Advisory Group, LLC CIK 0001816000 0.138 118 3.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manatuck Hill Partners, LLC CIK 0001467902 0.027 129 3.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MYDA Advisors LLC CIK 0001589689 0.023 143 2.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITAN GLOBAL CAPITAL MANAGEMENT USA LLC CIK 0001845930 0.467 78 2.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 2.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.1 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Next Capital Management LLC CIK 0001752762 0.504 138 2.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Galaxy Group Investments LLC CIK 0001912562 0.725 36 2.0 0.2% 3 +0.0 pp -0.3 pp +0.2 pp +0.2 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 1.8 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Everstar Asset Management, LLC CIK 0002023744 0.121 202 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 1.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIG BROKERAGE, LP CIK 1094429 0.013 305 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Polunin Capital Partners Ltd CIK 0001629869 0.305 19 1.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maxi Investments CY Ltd CIK 0001838222 0.024 72 1.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Shay Capital LLC CIK 0001723643 0.044 394 1.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ATMOS CAPITAL GESTAO DE RECURSOS LTDA. CIK 0001832439 0.761 16 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 1.2 0.4% 2 -0.9 pp +0.4 pp +0.4 pp +0.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 1.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 1.2 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
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☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 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
☆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
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd CIK 0001869164 0.006 126 0.0 0.0% 2 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Concentric Capital Strategies, LP CIK 0001851869 0.147 304 0.0 0.0% 0 -0.1 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
☆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
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Aspen Grove Capital, LLC CIK 0001806027 0.350 214 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.0 0.0% 0 -0.1 pp +0.0 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
☆Fosun International Ltd CIK 0001447884 0.512 73 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vienna Asset Management LLC CIK 0001913545 0.160 69 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 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 -1.0 pp +0.0 pp +0.0 pp
☆KG Capital Management CIK 0001771687 0.158 142 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
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 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 -4.8 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Markets Trading UK LLP CIK 0001719165 0.000 87 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆Militia Capital Partners, LP CIK 0001837496 0.040 182 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆FACTORIAL MANAGEMENT Ltd CIK 0001697137 0.979 3 0.0 0.0% 0 -44.1 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 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Anthracite Investment Company, Inc. CIK 0001809930 0.000 0 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 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
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Absolute Gestao de Investimentos Ltda. CIK 0001622610 0.000 34 0.0 0.0% 0 -0.7 pp +0.0 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
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 -1.0 pp +0.0 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
☆AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD CIK 0001670627 0.000 24 0.0 0.0% 0 -4.0 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
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Symmetry Investments LP CIK 0001691919 0.056 112 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 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
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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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