Signals

NAMS

211 in-universe funds with a nonzero position in NAMS within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22918
Score / z-0.290 / -0.28
Consensus70.37 over 110 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)
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
Frazier Life Sciences Management, L.P. CIK 0001892134 0.894 41 542.4 14.0% 4 -2.0 pp -0.3 pp +1.9 pp +14.0 pp
Capital World Investors CIK 0001422849 0.974 637 355.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RA CAPITAL MANAGEMENT, L.P. CIK 0001346824 0.377 84 305.7 3.2% 4 -0.2 pp -0.3 pp +0.1 pp +3.2 pp
FCPM III SERVICES B.V. CIK 0002013410 0.897 11 294.5 40.8% 4 -1.5 pp -11.6 pp -11.4 pp +40.8 pp
FMR LLC CIK 0000315066 0.989 5571 280.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bain Capital Life Sciences Investors, LLC CIK 0001703031 0.468 21 233.9 21.1% 4 +1.5 pp +0.9 pp -3.2 pp +21.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 163.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEERFIELD MANAGEMENT COMPANY, L.P. CIK 0001009258 0.810 82 136.5 1.6% 4 -0.3 pp -0.2 pp -0.1 pp +1.6 pp
VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 134.6 0.4% 4 -0.0 pp -0.1 pp +0.0 pp +0.4 pp
Duquesne Family Office LLC CIK 0001536411 0.000 86 98.3 3.3% 4 +0.8 pp +2.0 pp +3.0 pp +3.3 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 90.6 0.4% 4 -0.0 pp -0.0 pp +0.2 pp +0.4 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 88.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Medicxi Ventures Management (Jersey) Ltd CIK 0001715579 0.000 3 85.6 8.7% 4 -3.3 pp -2.2 pp -3.4 pp +8.7 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 72.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 70.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.376 177 70.0 0.8% 4 +0.1 pp +0.2 pp +0.4 pp +0.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 62.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International Investors CIK 0001562230 0.968 446 46.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 42.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 35.4 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
Castle Hook Partners LP CIK 0001687241 0.157 66 33.4 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 30.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cormorant Asset Management, LP CIK 0001583977 0.574 50 30.4 1.5% 4 -0.5 pp -2.7 pp -1.4 pp +1.5 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 28.4 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 27.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 26.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 25.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 24.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 24.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 24.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 24.1 0.4% 4 -0.0 pp +0.1 pp +0.2 pp +0.4 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 22.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Logos Global Management LP CIK 0001792126 0.149 68 19.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Rock Springs Capital Management LP CIK 0001595725 0.441 104 18.8 1.1% 4 +0.1 pp +0.1 pp +0.5 pp +1.1 pp
First Turn Management, LLC CIK 0001993440 0.192 31 17.9 2.0% 4 -1.6 pp -1.1 pp +0.2 pp +2.0 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 17.8 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 16.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Artia Global Partners LP CIK 0001937964 0.290 47 16.1 3.6% 4 +0.8 pp +2.7 pp +3.5 pp +3.6 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 13.1 0.3% 4 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 12.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Decheng Capital LLC CIK 0002010850 0.924 14 10.4 1.6% 4 -1.2 pp -1.7 pp -1.9 pp +1.6 pp
Slate Path Capital LP CIK 0001559706 0.201 40 10.2 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 9.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eversept Partners, LP CIK 0001697013 0.242 115 9.1 0.6% 4 -0.2 pp -0.5 pp -0.2 pp +0.6 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 9.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Affinity Asset Advisors, LLC CIK 0001773195 0.376 104 8.8 0.5% 4 -0.2 pp -0.2 pp -0.2 pp +0.5 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 8.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 8.3 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 7.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STEMPOINT CAPITAL LP CIK 0001952142 0.040 73 5.8 1.1% 4 +0.7 pp +0.3 pp +0.2 pp +1.1 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atle Fund Management AB CIK 0001381843 0.297 39 5.5 1.8% 2 -0.4 pp +1.8 pp +0.6 pp +1.8 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DCF Advisers, LLC CIK 0001802493 0.265 80 5.1 1.9% 4 +0.1 pp +0.1 pp +0.4 pp +1.9 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Nicholas Investment Partners, LP CIK 0001389574 0.098 204 4.0 0.3% 4 -0.3 pp -0.1 pp +0.1 pp +0.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 4.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAR1 Capital Management, LLC CIK 0001940272 0.312 267 3.8 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
MOODY ALDRICH PARTNERS LLC CIK 0000936941 0.063 175 3.7 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 3.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swedbank AB CIK 0000946431 0.941 696 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 2.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Catalio Capital Management, LP CIK 0001958125 0.061 39 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 1.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mizuho Markets Cayman LP CIK 0001803149 0.000 89 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 1.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ishara Investments LP CIK 0002111609 0.018 41 1.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Pavaki Capital Management LLC CIK 2143027 0.103 132 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.0 0.0% 4 -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 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellevue Group AG CIK 0001674546 0.451 148 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CenterBook Partners LP CIK 0001872738 0.028 693 0.7 0.0% 4 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legato Capital Management LLC CIK 0001442641 0.058 678 0.7 0.1% 4 -0.2 pp -0.0 pp +0.0 pp +0.1 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighVista Strategies LLC CIK 0001335325 0.080 147 0.6 0.2% 4 -0.1 pp -0.0 pp +0.0 pp +0.2 pp
DAFNA Capital Management LLC CIK 0001389933 0.269 88 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Caption Management, LLC CIK 0001706766 0.079 538 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PSP Research LLC CIK 0002106939 0.422 75 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AlphaCentric Advisors LLC CIK 0001913464 0.038 259 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 0.4 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
SBI Okasan Asset Management Co.Ltd. CIK 0001535128 0.539 320 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.4 0.0% 4 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 0.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.2 0.0% 2 +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 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GF FUND MANAGEMENT CO. LTD. CIK 0002057060 0.516 587 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 4 -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% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 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 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 0.0 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUPONT CAPITAL MANAGEMENT CORP CIK 0001128251 0.000 41 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 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
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp +0.0 pp
Ikarian Capital, LLC CIK 0001778253 0.063 126 0.0 0.0% 0 -0.2 pp +0.0 pp -1.2 pp +0.0 pp
WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Saturn V Capital Management LP CIK 0001964437 0.730 23 0.0 0.0% 0 +0.0 pp -1.0 pp -1.6 pp +0.0 pp
Avanza Fonder AB CIK 0002035325 0.716 459 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 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 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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 NAMS). Qtrs Held counts distinct quarters this fund has actually held NAMS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NAMS position size. Δ columns are the percentage-point change in NAMS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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