Signals

← Signals

☆NICE

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

Flow ranking

Rank#24703
Score / z-0.205 / -0.27
Consensus94.89 over 177 funds
Momentum-0.62 =
Price veto⚠ -47% off 52w high

Price & positioning

226 cached closes, trailing year
Drawdown-47%
Short interest-19% / 4.4d

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 ▾
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 402.8 0.2% 3 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 260.0 1.8% 3 +0.1 pp +1.2 pp +1.8 pp +1.8 pp
☆FIL Ltd CIK 0000318989 0.878 1140 242.9 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆HARDING LOEVNER LP CIK 0000928196 0.802 82 233.5 2.2% 4 -0.7 pp -0.4 pp -0.2 pp +2.2 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 131.1 0.5% 5 -0.3 pp -0.5 pp -0.7 pp -1.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 104.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 97.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 68.7 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 61.6 0.4% 2 +0.1 pp +0.4 pp -0.9 pp -2.3 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 60.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Black Creek Investment Management Inc. CIK 0001528593 0.701 27 58.6 3.3% 5 +0.1 pp +0.0 pp -2.6 pp -7.7 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 56.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 53.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 52.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 51.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kopernik Global Investors, LLC CIK 0001599814 0.485 26 51.1 3.1% 2 +1.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Boston Partners CIK 0001386060 0.833 802 49.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 43.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vulcan Value Partners, LLC CIK 0001556785 0.887 36 43.5 1.3% 2 -0.3 pp +1.3 pp -0.6 pp -1.4 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 43.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 38.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 33.2 0.9% 5 +0.0 pp -0.0 pp +0.2 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 30.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 27.3 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆BRUNI J V & CO /CO CIK 0001078841 0.604 33 25.2 2.3% 5 -0.9 pp -0.8 pp -1.4 pp -1.7 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 24.5 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 22.4 0.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
☆NEW SOUTH CAPITAL MANAGEMENT INC CIK 0001044797 0.745 48 22.4 1.0% 5 -0.5 pp -0.3 pp -1.1 pp -1.5 pp
☆Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 19.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 19.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 17.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 16.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 16.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPD Fund Management LLC CIK 0001832568 0.375 3 15.2 20.1% 3 -4.4 pp -23.4 pp +20.1 pp +20.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 15.2 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 14.1 0.0% 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 14.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Door Asset Management, LLC CIK 0001909147 0.210 18 13.9 7.2% 5 +0.2 pp -3.0 pp +2.7 pp +4.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 13.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kopion Asset Management, LLC CIK 0001728689 0.503 21 13.3 8.4% 5 -1.5 pp -0.2 pp +0.7 pp +1.9 pp
☆AMERICAN CAPITAL MANAGEMENT INC CIK 0001320168 0.498 80 12.4 0.6% 5 -0.4 pp -0.9 pp -1.3 pp -1.8 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 12.1 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 11.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 11.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PB INVESTMENT PARTNERS, L.P. CIK 0001910391 0.781 9 11.3 7.5% 3 +3.7 pp +5.3 pp +7.5 pp +7.5 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 10.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LAKEWOOD CAPITAL MANAGEMENT, LP CIK 0001424381 0.450 62 10.6 0.6% 5 -0.3 pp -0.6 pp -0.5 pp -0.5 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 9.9 0.1% 5 +0.1 pp -0.1 pp +0.1 pp -0.2 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 9.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EARNEST PARTNERS LLC CIK 0001102578 0.774 304 9.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 8.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granite Investment Partners, LLC CIK 0001542266 0.322 277 7.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Archon Capital Management LLC CIK 0001398825 0.087 43 7.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 6.8 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
☆Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 6.0 0.8% 5 -0.1 pp -0.2 pp -0.6 pp -0.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 5.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆M&G Plc CIK 0001802539 0.820 370 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 5.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PEAK6 LLC CIK 0001389958 0.149 850 4.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 3.7 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 3.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altshuler Shaham Ltd CIK 0001324290 0.550 464 3.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 3.5 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 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Woodline Partners LP CIK 0001784547 0.424 1011 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AIMZ Investment Advisors, LLC CIK 0001630365 0.299 153 3.3 0.9% 3 -0.4 pp -0.3 pp +0.9 pp +0.9 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 3.3 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 3.2 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 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corecam Pte. Ltd. CIK 0002106977 0.168 82 3.0 1.1% 4 -0.4 pp -0.7 pp -1.2 pp +1.1 pp
☆Swedbank AB CIK 0000946431 0.941 696 2.8 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 2.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Taylor Frigon Capital Management LLC CIK 0001632665 0.113 93 2.6 1.2% 5 +0.1 pp +0.3 pp -0.0 pp +0.0 pp
☆Yelin Lapidot Holdings Management Ltd. CIK 0001590495 0.582 85 2.5 0.5% 5 -0.1 pp -0.6 pp -1.2 pp -1.2 pp
☆Haven Capital Group, Inc. CIK 0002055804 0.559 37 2.4 1.9% 5 -0.8 pp -0.9 pp -1.9 pp -2.5 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 2.4 0.0% 5 -0.1 pp -0.2 pp -0.1 pp -0.3 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Wealth Management, Inc. CIK 0001910205 0.209 66 2.2 1.1% 5 -0.5 pp +0.5 pp -1.2 pp -1.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 2.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARK Investment Management LLC CIK 0001697748 0.765 190 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 1.9 0.3% 5 -0.2 pp -0.0 pp -0.4 pp -0.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 1.8 0.0% 5 -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 1.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.6 0.0% 5 -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 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 1.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bronte Capital Management Pty Ltd. CIK 0001471085 0.794 56 1.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 1.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Corecam AG CIK 0002110914 0.135 50 1.5 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palogic Value Management, L.P. CIK 0001532943 0.148 181 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 1.1 0.6% 5 -0.2 pp -0.2 pp -0.5 pp +0.4 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 1.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 1.0 0.1% 4 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.9 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TT International Asset Management LTD CIK 0001809187 0.145 49 0.8 0.1% 2 -0.1 pp +0.1 pp -0.7 pp -0.7 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 0.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.8 0.0% 6 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.7 0.4% 7 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.6 0.0% 6 -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 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Provident Living Financial Services, Inc. CIK 0002083149 0.455 50 0.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆INTREPID FAMILY OFFICE LLC CIK 0001596197 0.186 34 0.5 0.5% 1 +0.5 pp +0.5 pp -2.1 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Miller Global Investments, LLC CIK 0002099097 0.052 295 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Collaborative Fund Advisors, LLC CIK 0002132074 0.006 182 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aurora Investment Counsel CIK 0001316397 0.033 113 0.5 0.3% 5 -0.1 pp -0.1 pp -0.7 pp -0.8 pp
☆Inspire Advisors, LLC CIK 0001810558 0.442 725 0.5 0.0% 5 -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 NICE). Qtrs Held counts distinct quarters this fund has actually held NICE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NICE position size. Δ columns are the percentage-point change in NICE'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