Signals

NU

709 in-universe funds with a nonzero position in NU within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#20
Score / z6.497 / 8.30
Consensus269.24 over 491 funds
Momentumno 12m return

Price & positioning

251 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

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2021-08-10 D Nu Holdings Ltd.
2021-06-21 D Nu Holdings Ltd.
2021-06-02 D Nu Holdings Ltd.
2021-02-11 D Nu Holdings Ltd.
2020-06-19 D Nu Holdings Ltd.
2019-08-01 D Nu Holdings Ltd.
2018-10-10 D Nu Holdings Ltd.
2018-03-02 D Nu Holdings Ltd.
2016-12-09 D Nu Holdings Ltd.

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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3,670.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 3,580.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Capital Research Global Investors CIK 0001422848 0.983 426 2,673.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 1,477.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,309.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 1,251.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SC US (TTGP), LTD. CIK 0001607841 0.000 19 998.6 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 978.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
FMR LLC CIK 0000315066 0.989 5571 889.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Technology Crossover Management X, Ltd. CIK 0001787727 0.930 6 765.3 85.4% 1 +85.4 pp +85.4 pp +85.4 pp +85.4 pp
SANDS CAPITAL MANAGEMENT, LLC CIK 0001020066 0.850 71 747.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
COATUE MANAGEMENT LLC CIK 0001135730 0.880 66 664.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
NORGES BANK CIK 0001374170 0.994 1617 626.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 575.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Kontiki Capital Management (HK) Ltd. CIK 0001713390 0.957 7 529.9 30.3% 1 +30.3 pp +30.3 pp +30.3 pp +30.3 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 411.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ribbit Management Company, LLC CIK 0001836733 0.864 15 402.3 27.4% 1 +27.4 pp +27.4 pp +27.4 pp +27.4 pp
FIL Ltd CIK 0000318989 0.878 1140 400.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 394.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 368.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 331.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D1 Capital Partners L.P. CIK 0001747057 0.000 55 331.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 309.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 302.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.376 177 298.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 296.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOFTBANK GROUP CORP. (SFBQF, SFTBF) CIK 0001065521 0.902 30 288.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 270.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 258.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Capital International Investors CIK 0001562230 0.968 446 247.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whale Rock Capital Management LLC CIK 0001387322 0.676 35 244.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 237.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 229.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 229.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coronation Fund Managers Ltd. CIK 0001594320 0.841 48 219.7 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
a16z Perennial Management, L.P. CIK 0002009275 0.680 61 213.8 17.7% 1 +17.7 pp +17.7 pp +17.7 pp +17.7 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 201.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 196.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Amundi CIK 0001330387 0.000 1 190.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 188.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 187.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 181.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 179.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 176.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 176.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASATCH ADVISORS LP CIK 0000814133 0.571 219 175.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 172.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. CIK 0001832439 0.761 16 171.1 26.5% 1 +26.5 pp +26.5 pp +26.5 pp +26.5 pp
SurgoCap Partners LP CIK 0001960830 0.872 13 167.6 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 164.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ADVENT INTERNATIONAL, L.P. CIK 0001034196 0.000 34 161.9 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
TIGER GLOBAL MANAGEMENT LLC CIK 0001167483 0.920 46 151.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 145.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 142.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital World Investors CIK 0001422849 0.974 637 140.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dragoneer Investment Group, LLC CIK 0001602189 0.000 12 135.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. CIK 0001577806 0.874 4 125.8 31.7% 1 +31.7 pp +31.7 pp +31.7 pp +31.7 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 115.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 113.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASHINGTON UNIVERSITY CIK 0000903603 0.176 3 106.6 87.8% 1 +87.8 pp +87.8 pp +87.8 pp +87.8 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 102.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Swiss National Bank CIK 0001582202 0.961 2301 99.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sands Capital Alternatives, LLC CIK 0001846444 0.508 24 98.4 19.4% 1 +19.4 pp +19.4 pp +19.4 pp +19.4 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 98.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 94.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 94.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 92.7 23.0% 1 +23.0 pp +23.0 pp +23.0 pp +23.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 90.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 88.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 84.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 80.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 78.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 75.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Azora Capital LP CIK 0001700272 0.093 47 74.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 72.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 71.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 71.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 70.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 70.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 67.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kora Management LP CIK 0001659815 0.926 10 66.6 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 66.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 63.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 61.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sharp Capital Gestora de Recursos Ltda. CIK 0001818890 0.633 6 61.6 61.6% 1 +61.6 pp +61.6 pp +61.6 pp +61.6 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 61.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 61.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Comprehensive Financial Management LLC CIK 0001799802 0.961 39 60.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 59.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alta Park Capital, LP CIK 0001621855 0.086 26 59.8 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 59.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 59.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Amova Asset Management Americas, Inc. CIK 0001480751 0.731 276 54.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SYLEBRA CAPITAL LLC CIK 0002003074 0.703 9 48.8 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 48.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alua Capital Management LP CIK 0001827442 0.000 1 47.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Duquesne Family Office LLC CIK 0001536411 0.000 86 46.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 46.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 46.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 45.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Spear Holdings RSC Ltd CIK 0002023475 0.288 18 44.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 43.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 43.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 42.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 42.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 40.4 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 38.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ThornTree Capital Partners LP CIK 0001688511 0.516 19 38.6 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. CIK 0001546790 0.818 4 37.8 14.3% 3 -17.3 pp -19.2 pp +14.3 pp +14.3 pp
Atreides Management, LP CIK 0001777813 0.274 46 37.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 37.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Man Group plc CIK 0001637460 0.631 2032 36.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Absoluto Partners Gestao de Recursos Ltda CIK 0001847566 0.758 2 36.4 25.7% 2 +16.8 pp +25.7 pp +25.7 pp +25.7 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 35.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 35.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Marcho Partners LLP CIK 0001782974 0.624 6 35.2 13.8% 1 +13.8 pp +13.8 pp +13.8 pp +13.8 pp
ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 34.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Pinegrove Venture Partners, LLC CIK 0002011811 0.000 6 34.1 54.4% 1 +54.4 pp +54.4 pp +54.4 pp +54.4 pp
Andra AP-fonden CIK 0001535452 0.270 396 34.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 34.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 33.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NZS Capital, LLC CIK 0001816616 0.629 61 32.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Kinetic Partners Management, LP CIK 0001911448 0.140 47 31.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 31.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Fourth Sail Capital LP CIK 0001803158 0.040 26 31.2 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
Evergreen Quality Fund GP, Ltd. CIK 0002016939 0.176 43 31.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 29.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
AMS Capital Ltda CIK 0001717977 0.384 14 29.0 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 28.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 28.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 26.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 25.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 25.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Warther Private Wealth, LLC CIK 0001954551 0.242 50 25.6 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 25.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 25.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
INCA Investments LLC CIK 0001513137 0.802 10 25.6 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
LONG WALK MANAGEMENT LP CIK 0001869470 0.335 14 25.5 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
AustralianSuper Pty Ltd CIK 0001694164 0.632 288 25.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 25.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLYNN CAPITAL MANAGEMENT LLC CIK 0000911270 0.219 43 25.0 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 24.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nixon Capital, LLC CIK 0001846352 0.278 17 22.4 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
Octahedron Capital Management L.P. CIK 0001891904 0.201 15 22.1 16.7% 1 +16.7 pp +16.7 pp +16.7 pp +16.7 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 22.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Saraza Management, LP CIK 0001894188 0.399 18 21.7 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 21.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Milestones Administradora de Recursos Ltda. CIK 0001912095 0.793 21 20.4 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
Avala Global LP CIK 0001948899 0.076 30 20.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
BARINGS LLC CIK 0000009015 0.845 191 19.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
University of Wisconsin Foundation CIK 0001697228 0.194 9 19.6 22.0% 1 +22.0 pp +22.0 pp +22.0 pp +22.0 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 19.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +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% 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
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Finley Financial, LLC CIK 0002047823 0.690 110 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kimelman & Baird, LLC CIK 0001318103 0.549 261 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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Symmetry Investments LP CIK 0001691919 0.056 112 0.0 0.0% 0 -0.2 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 NU). Qtrs Held counts distinct quarters this fund has actually held NU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NU position size. Δ columns are the percentage-point change in NU's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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