Signals

NDAQ

1370 in-universe funds with a nonzero position in NDAQ within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#158
Score / z1.423 / 1.70
Consensus335.10 over 634 funds
Momentum-0.27 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-21%
Short interest+7% / 1.5d

Forensics

Clean as of 2026Q2
Accrual ratio
F-score
M-score
Net issuance

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total1 / 2
FiledFormItems
2026-07-23 8-K 2.02, 7.01, 8.01, 9.01
2026-07-01 8-K 1.01, 1.02, 2.03, 9.01
2026-06-16 8-K 5.07
2026-04-23 8-K 2.02, 7.01, 8.01, 9.01
2026-01-29 8-K 2.02, 7.01, 8.01, 9.01
2026-01-16 8-K 5.03, 9.01
2025-12-15 8-K 8.01, 9.01
2025-12-01 8-K 8.01, 9.01
2025-10-21 8-K 2.02, 7.01, 8.01, 9.01
2025-07-24 8-K 2.02, 7.01, 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2023-06-26 424B5 NASDAQ, INC.
2023-06-26 424B5 NASDAQ, INC.
2023-06-20 424B5 NASDAQ, INC.
2023-06-20 424B5 NASDAQ, INC.
2022-03-04 424B5 NASDAQ, INC.
2022-03-02 424B5 NASDAQ, INC.
2021-07-29 424B5 NASDAQ, INC.
2021-07-27 424B5 NASDAQ, INC.
2020-12-09 424B5 NASDAQ, INC.
2020-12-07 424B5 NASDAQ, INC.
Showing the 10 most recent.

LLM reads

Ticker EvalImproving
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
INVESTOR AB CIK 0000889232 0.993 7 4,606.2 32.0% 1 +32.0 pp -67.6 pp -67.6 pp -67.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,931.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 2,461.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 2,390.8 0.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 2,056.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 1,834.2 0.6% 5 -0.2 pp -0.3 pp -0.1 pp -0.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 1,590.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,030.4 0.1% 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 895.1 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 717.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 637.9 0.8% 5 -0.1 pp -0.2 pp +0.0 pp -0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 621.4 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 603.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 527.4 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.0 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 445.0 2.4% 5 -0.2 pp +0.7 pp +1.2 pp +1.9 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 419.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 409.5 0.1% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 390.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 377.8 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
FMR LLC CIK 0000315066 0.989 5571 362.0 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 325.1 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 306.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 258.7 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 248.9 0.1% 7 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 248.9 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 239.6 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 233.8 0.1% 5 +0.1 pp +0.1 pp +0.0 pp -0.9 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 222.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Amundi CIK 0001330387 0.000 1 222.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 220.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 220.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 209.8 0.1% 5 +0.0 pp +0.1 pp -0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 201.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 180.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 180.1 0.1% 7 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 172.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 165.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 149.6 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 135.5 0.2% 5 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 133.3 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 121.4 0.9% 5 -0.2 pp -0.3 pp -0.3 pp -0.6 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 116.7 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 108.1 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 107.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 99.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 98.5 0.1% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 92.9 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 92.9 1.4% 5 -0.7 pp -0.7 pp -0.7 pp -0.7 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 92.3 0.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 86.7 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 82.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 79.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 76.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 76.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 75.0 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 72.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 71.9 0.2% 5 -0.1 pp -0.4 pp -0.4 pp -0.5 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 71.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 70.3 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Munich Reinsurance Co Stock Corp in Munich CIK 0002090208 0.476 164 70.1 1.5% 3 -0.3 pp -0.1 pp +1.5 pp +1.5 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 69.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 68.9 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vinva Investment Management Ltd CIK 0001968109 0.574 468 67.0 0.4% 5 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 61.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 58.8 0.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 56.8 0.1% 5 +0.0 pp +0.1 pp -0.1 pp -0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 56.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Pension Service CIK 0001608046 0.956 552 56.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gillson Capital LP CIK 0001698055 0.068 80 55.9 3.3% 3 -1.2 pp -0.5 pp +3.3 pp +0.7 pp
EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 55.9 0.7% 5 -0.2 pp -0.3 pp -0.2 pp -0.1 pp
Man Group plc CIK 0001637460 0.631 2032 54.2 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 53.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 52.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 51.0 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 50.7 0.6% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 50.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STRS OHIO CIK 0000820478 0.777 2154 49.6 0.2% 6 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 49.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 48.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 46.6 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 46.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 45.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 44.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Guinness Asset Management LTD CIK 0001409661 0.807 141 44.4 0.8% 5 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 42.1 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Dundas Partners LLP CIK 0001742418 0.708 31 40.4 2.9% 5 -0.5 pp -0.6 pp -0.4 pp -0.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 40.3 0.0% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 40.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 39.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 39.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LBP AM SA CIK 0001970075 0.619 423 38.8 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Raiffeisen Bank International AG CIK 0002044885 0.723 593 37.2 0.4% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 36.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
Prana Capital Management, LP CIK 0001710951 0.303 118 36.6 1.1% 5 +0.1 pp -1.8 pp -2.5 pp -1.2 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 31.4 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 31.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 30.9 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 30.5 0.3% 5 -0.1 pp -0.8 pp -0.9 pp -1.4 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 30.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 29.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 28.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LGT CAPITAL PARTNERS LTD. CIK 0001641992 0.707 38 28.8 1.5% 5 -0.4 pp -0.4 pp -0.6 pp -1.1 pp
BRAUN STACEY ASSOCIATES INC CIK 0000872080 0.525 113 28.6 0.8% 5 -0.2 pp -0.4 pp -0.3 pp -0.4 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 28.1 0.7% 6 -0.1 pp -0.3 pp -0.2 pp -0.3 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 28.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 27.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 27.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 27.4 0.1% 5 -0.1 pp -0.1 pp +0.1 pp -0.2 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 27.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 27.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 27.0 0.1% 7 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 26.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 26.4 0.1% 5 -0.0 pp -0.0 pp +0.1 pp -0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 26.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CAMPBELL NEWMAN ASSET MANAGEMENT INC CIK 0000874791 0.529 99 25.9 1.9% 5 -0.5 pp -0.5 pp -0.3 pp -0.5 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 24.7 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 24.1 1.3% 5 +0.0 pp -0.2 pp -0.0 pp -0.1 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 23.3 0.0% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 22.5 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 22.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 21.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 21.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 21.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 21.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 20.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEVEN GRAND MANAGERS, LLC CIK 0001909126 0.028 176 19.7 0.8% 5 -0.6 pp -2.9 pp -2.8 pp -4.6 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 19.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 19.3 0.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
Private Capital Advisors, Inc. CIK 0001350780 0.792 76 19.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 19.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 18.9 0.0% 5 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 18.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 18.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tredje AP-fonden CIK 0001650290 0.789 424 18.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tandem Investment Advisors, Inc. CIK 0001694284 0.539 68 17.9 1.2% 2 +0.5 pp +1.2 pp +1.2 pp +1.2 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 17.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 17.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 17.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 17.7 0.3% 1 +0.3 pp -0.8 pp +0.1 pp +0.3 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 17.7 0.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
MCRAE CAPITAL MANAGEMENT INC CIK 0000320376 0.390 112 17.3 3.4% 5 -0.5 pp -1.9 pp -1.5 pp -1.9 pp
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Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY FAMILY OFFICE, LLC CIK 0002020280 0.498 177 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
One Degree Advisors Inc CIK 0002005743 0.619 82 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Brooklands Fund Management Ltd CIK 0002036388 0.035 36 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp +0.0 pp
Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMMERZBANK AKTIENGESELLSCHAFT /FI CIK 0000852933 0.000 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Taikang Asset Management (Hong Kong) Co Ltd CIK 0001755911 0.303 77 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.7 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NFJ INVESTMENT GROUP, LLC CIK 0001862664 0.181 208 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 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
Machina Capital S.A.S. CIK 0001744373 0.008 368 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp -0.6 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Victrix Investment Advisors CIK 0002055229 0.074 75 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Kepler Cheuvreux (Suisse) SA CIK 0002096459 0.115 162 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
LECAP ASSET MANAGEMENT LTD CIK 0001990849 0.000 254 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Carlson Capital, L.P. CIK 0001056973 0.000 67 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Otter Creek Advisors, LLC CIK 0001640361 0.021 28 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp -2.1 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Larry Mathis Financial Planning, LLC CIK 0002118274 0.036 150 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Board of the Pension Protection Fund CIK 0002041021 0.002 110 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Alpha Family Trust CIK 0001568991 0.269 200 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Aperture Investors, LLC CIK 0001787596 0.152 82 0.0 0.0% 0 -1.3 pp -1.5 pp -1.2 pp -1.6 pp
Teza Capital Management LLC CIK 0001655789 0.000 119 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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
MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 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 -0.1 pp -0.1 pp
ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 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
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sienna Gestion CIK 0002021242 0.252 178 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ellevest, Inc. CIK 0001644128 0.537 469 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Meiji Yasuda Asset Management Co Ltd. CIK 0001491685 0.417 596 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Napier Financial, LLC CIK 0002086579 0.647 472 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Odyssean, LLC CIK 0002092853 0.021 485 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -1.0 pp -1.2 pp -1.0 pp -1.2 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Olstein Capital Management, L.P. CIK 0000947996 0.000 0 0.0 0.0% 0 -1.8 pp -1.5 pp -1.4 pp -1.5 pp
QSV Equity Investors LLC CIK 0002011250 0.056 89 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.2 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
MASECO LLP CIK 0002074052 0.917 291 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 NDAQ). Qtrs Held counts distinct quarters this fund has actually held NDAQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NDAQ position size. Δ columns are the percentage-point change in NDAQ'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