Signals

← Signals

☆NAVI

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

Flow ranking

Rank#240
Score / z0.971 / 1.15
Consensus96.19 over 167 funds
Momentum-0.56 ≠
Price veto⚠ -42% off 52w high

Price & positioning

226 cached closes, trailing year
Drawdown-42%
Short interest+0% / 6.9d

Forensics

Clean as of 2026Q2
Accrual ratio—
F-score—
M-score—
Net issuance—
See the full series →

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-08-06 8-K 2.02, 9.01
2026-07-02 8-K 1.05
2026-06-05 8-K 5.07
2026-05-29 8-K 1.01, 2.03, 9.01
2026-04-29 8-K 2.02, 9.01
2026-04-08 8-K 5.02, 9.01
2026-01-28 8-K 2.02, 9.01
2026-01-08 8-K 5.02, 9.01
2025-11-19 8-K 7.01, 9.01
2025-10-29 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 1
FiledFormFiler
2026-05-26 424B5 NAVIENT CORP
2025-05-14 424B5 NAVIENT CORP
2023-10-31 424B5 NAVIENT CORP
2023-05-01 424B5 NAVIENT CORP
2021-11-01 424B5 NAVIENT CORP
2021-01-28 424B5 NAVIENT CORP
2020-01-23 424B5 NAVIENT CORP
2018-06-07 424B5 NAVIENT CORP
2017-11-30 424B5 NAVIENT CORP
2017-05-23 424B5 NAVIENT CORP
Showing the 10 most recent.

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 ▾
☆Sherborne Investors Management LP CIK 0001406672 0.918 1 250.6 100.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 110.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 45.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 23.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 23.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 20.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 17.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 16.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 15.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 14.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 13.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Gator Capital Management, LLC CIK 0001570284 0.259 67 13.5 2.9% 5 +2.6 pp +2.7 pp +2.8 pp +2.8 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 12.6 0.1% 5 +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 12.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 11.3 0.0% 5 +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 11.1 0.0% 7 -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 10.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 9.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 8.0 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 7.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 7.1 1.0% 4 +0.3 pp -0.1 pp +0.6 pp +1.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 6.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CenterBook Partners LP CIK 0001872738 0.028 693 6.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 6.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arbiter Partners Capital Management LLC CIK 0001513193 0.542 42 5.6 3.1% 4 +0.3 pp +2.0 pp +2.2 pp +3.1 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 0001107261 0.378 1233 4.7 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆PDT Partners, LLC CIK 0001564702 0.042 489 4.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 3.9 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2.8 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 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 2.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 1.9 0.1% 5 -0.1 pp -0.2 pp -0.7 pp -0.1 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 1.8 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 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WINTON GROUP Ltd CIK 0001612063 0.014 1137 1.6 0.1% 5 +0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 1.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 1.1 0.0% 5 -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 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Daytona Street Capital LLC CIK 0002101936 0.079 277 0.9 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.9 0.0% 2 +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 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 0.7 0.0% 2 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Magnetar Financial LLC CIK 0001352851 0.768 1133 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Georgetown University CIK 0001730469 0.865 11 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 0.3 0.0% 5 -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 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jain Global LLC CIK 0002024579 0.024 1417 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.167 731 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.3 0.0% 2 +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% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.3 0.0% 5 -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 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ANCHYRA PARTNERS LLC CIK 0002107106 0.266 350 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.2 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 0.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.2 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 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 0.2 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 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Caption Management, LLC CIK 0001706766 0.079 538 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Wyoming CIK 0001821626 0.105 1872 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Deseret Mutual Benefit Administrators CIK 0001789351 0.304 518 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 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
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.0 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
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 0 -0.0 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
☆NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆HIGHBRIDGE CAPITAL MANAGEMENT LLC CIK 0000919185 0.000 411 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vinva Investment Management Ltd CIK 0001968109 0.574 468 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 0.253 292 0.0 0.0% 0 -0.1 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
☆WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.0 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
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.663 1702 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aquatic Capital Management LLC CIK 1803916 0.018 1209 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
☆ARGA Investment Management, LP CIK 0001556915 0.380 121 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OPTIMIZE FINANCIAL INC. CIK 0002033266 0.127 294 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆INTRUST BANK NA CIK 0001034771 0.638 416 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KAHN BROTHERS GROUP INC CIK 0001039565 0.884 48 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 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 NAVI). Qtrs Held counts distinct quarters this fund has actually held NAVI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NAVI position size. Δ columns are the percentage-point change in NAVI'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