Signals

← Signals

☆KWR

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

Flow ranking

Rank#1393
Score / z0.013 / 0.01
Consensus107.20 over 167 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 277.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 219.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 103.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 103.8 1.1% 3 +0.2 pp +0.3 pp +1.1 pp +1.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 97.8 0.0% 3 +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 94.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 74.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 71.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 64.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 47.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 44.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 44.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copeland Capital Management, LLC CIK 0001541743 0.466 265 42.3 0.9% 3 -0.1 pp -0.0 pp +0.9 pp +0.9 pp
☆DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 38.3 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 32.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 30.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 28.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 27.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 26.9 0.0% 3 +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 24.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Alpha Capital Management Ltd. CIK 0001584691 0.465 48 21.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 19.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 18.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 18.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 17.6 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 17.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 17.0 0.9% 3 +0.3 pp +0.4 pp +0.9 pp +0.9 pp
☆KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 16.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 15.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hosking Partners LLP CIK 0001650135 0.592 98 15.8 0.5% 3 -0.0 pp +0.3 pp +0.5 pp +0.5 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 14.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 12.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 12.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 11.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LUMINUS MANAGEMENT LLC CIK 0001279151 0.176 30 10.6 9.8% 1 +9.8 pp +6.8 pp +9.8 pp +9.8 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 9.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 8.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 8.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 6.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 6.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 5.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.225 95 5.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 4.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 4.6 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 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CAPITAL MANAGEMENT INC CIK 0001320168 0.498 80 3.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.5 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 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 3.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEAN INVESTMENT ASSOCIATES, LLC CIK 0000846797 0.113 193 2.8 0.4% 3 -0.3 pp +0.2 pp +0.4 pp +0.4 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bridge City Capital, LLC CIK 0001713521 0.134 114 2.4 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
☆Legato Capital Management LLC CIK 0001442641 0.058 678 2.3 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.296 292 2.3 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 2.2 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 2.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dean Capital Management CIK 0001455468 0.041 112 1.9 0.8% 3 -0.8 pp +0.3 pp +0.8 pp +0.8 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 1.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 1.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 1.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 1.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Penn Capital Management Company, LLC CIK 0001158202 0.097 185 1.1 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hunter Perkins Capital Management, LLC CIK 0001808919 0.353 149 1.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QSV Equity Investors LLC CIK 0002011250 0.056 89 1.0 1.4% 3 +0.0 pp +0.2 pp +1.4 pp +1.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.8 0.0% 4 -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 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.7 0.3% 2 -0.1 pp +0.3 pp +0.1 pp +0.3 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'Brien Greene & Co. Inc CIK 0001768635 0.320 141 0.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Investing, LLC CIK 0001670139 0.034 1266 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.5 0.0% 3 +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 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nordwand Advisors, LLC CIK 0001962713 0.363 146 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Finward Bancorp (FNWD) CIK 0000919864 0.243 107 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Henshaw Capital LLC CIK 0002131483 0.689 160 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 0.0 0.0% 0 -1.3 pp -1.4 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 -0.0 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
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Invenomic Capital Management LP CIK 0001769456 0.090 115 0.0 0.0% 0 +0.0 pp -0.3 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
☆Ceredex Value Advisors LLC CIK 0001738726 0.067 168 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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 KWR). Qtrs Held counts distinct quarters this fund has actually held KWR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its KWR position size. Δ columns are the percentage-point change in KWR'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