Signals

← Signals

☆NE

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

Flow ranking

Rank#414
Score / z0.410 / 0.61
Consensus142.45 over 238 funds
Momentumno 12m return

Price & positioning

227 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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 431.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 400.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Eagle Investment Management, LLC CIK 0001325447 0.890 425 344.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 145.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 141.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sourcerock Group LLC CIK 0001822531 0.784 36 120.3 8.2% 2 +1.0 pp +8.2 pp +8.2 pp +8.2 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 88.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 87.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 85.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital World Investors CIK 0001422849 0.974 637 69.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 68.1 0.0% 2 +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 58.0 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 56.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Packer & Co Ltd CIK 0001664017 0.182 10 55.8 15.4% 1 +15.4 pp +15.4 pp +15.4 pp +15.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 54.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 43.5 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 38.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANYON CAPITAL ADVISORS LLC CIK 0001074034 0.568 22 36.9 5.1% 2 -0.3 pp +5.1 pp +5.1 pp +5.1 pp
☆VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 34.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Goehring & Rozencwajg Associates, LLC CIK 0001863154 0.771 41 30.6 3.7% 2 +2.1 pp +3.7 pp +3.7 pp +3.7 pp
☆Patient Capital Management, LLC CIK 0001854794 0.748 39 30.6 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆Hosking Partners LLP CIK 0001650135 0.592 98 29.3 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 28.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 27.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 27.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 26.6 0.0% 2 +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 25.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 25.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 24.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 21.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 20.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 18.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 18.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 18.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 17.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 15.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 15.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 0001085936 0.494 243 15.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 15.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 13.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 13.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 13.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 13.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 13.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tensile Capital Management LP CIK 0001598843 0.624 22 12.8 1.6% 2 +1.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 11.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 10.9 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
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 10.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kerrisdale Advisers, LLC CIK 0001569688 0.050 114 10.0 5.2% 2 +0.3 pp +5.2 pp +5.2 pp +5.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 9.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 8.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ruffer LLP CIK 0001426859 0.221 187 8.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 7.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tejara Capital Ltd CIK 0001879713 0.057 66 7.8 4.3% 2 +0.3 pp +4.3 pp +4.3 pp +4.3 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 7.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Contrarius Group Holdings Ltd CIK 0002054801 0.000 34 7.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 7.0 0.0% 2 +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 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dalal Street, LLC CIK 0001549575 0.908 4 6.8 2.0% 2 -14.9 pp +2.0 pp +2.0 pp +2.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Lake Investment Management LLC CIK 0001308555 0.344 31 6.4 4.8% 2 +0.2 pp +4.8 pp +4.8 pp +4.8 pp
☆Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 6.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIR Capital Management, L.P. CIK 0001434997 0.033 79 6.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QVT Financial LP CIK 0001290162 0.874 72 5.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 4.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 4.3 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 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROBOTTI ROBERT CIK 0001105838 0.673 61 4.2 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Empyrean Capital Partners, LP CIK 0001317195 0.150 118 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VALUEWORKS LLC CIK 0001282189 0.188 38 3.8 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Sagefield Capital LP CIK 0001771179 0.140 107 3.7 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆683 Capital Management, LLC CIK 0001404574 0.253 128 3.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 3.5 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 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3.3 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 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pureheart Capital Pte Ltd. CIK 0002087977 0.912 3 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PEAK6 LLC CIK 0001389958 0.149 850 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 2.4 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 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smart Money Group LLC CIK 0001728866 0.774 86 2.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 2.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Monaco Asset Management SAM CIK 0001803593 0.097 36 2.3 0.8% 2 -1.4 pp +0.8 pp +0.8 pp +0.8 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.3 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 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old West Investment Management, LLC CIK 0001549358 0.124 124 2.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenorchy Capital Ltd CIK 0002008506 0.248 59 2.0 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 1.9 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oppenheimer & Close, LLC CIK 0001591377 0.233 57 1.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 1.7 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONTRARIAN CAPITAL MANAGEMENT, L.L.C. CIK 0001050417 0.573 19 1.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 1.7 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 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Broyhill Asset Management, LLC CIK 0001966057 0.176 77 1.6 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 1.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 1.3 0.0% 2 -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 1.3 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 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHARPEPOINT LLC CIK 0002046822 0.139 89 1.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arnhold LLC CIK 0001733755 0.660 113 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 1.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.1 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 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 1.0 0.0% 2 +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 1.0 0.0% 2 +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 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CenterBook Partners LP CIK 0001872738 0.028 693 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆De Lisle Partners LLP CIK 0002011184 0.284 178 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pale Fire Capital SE CIK 0001922318 0.723 71 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
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Massar Capital Management, LP CIK 0002037238 0.000 246 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 0 -3.2 pp -3.0 pp -4.1 pp +0.0 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITEBOX ADVISORS LLC CIK 0001257391 0.000 643 0.0 0.0% 0 -0.3 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
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capricorn Fund Managers Ltd CIK 0001901361 0.009 167 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Orbis Allan Gray Ltd CIK 0001663865 0.815 97 0.0 0.0% 0 -0.1 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
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 NE). Qtrs Held counts distinct quarters this fund has actually held NE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NE position size. Δ columns are the percentage-point change in NE'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