Signals

NVS

1336 in-universe funds with a nonzero position in NVS within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23626
Score / z-0.239 / -0.32
Consensus425.18 over 860 funds
Momentumno 12m return

Price & positioning

226 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)
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
DODGE & COX CIK 0000200217 0.944 222 1,288.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 1,258.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 1,096.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 914.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 861.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 675.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 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 547.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 513.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 307.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 302.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 280.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 278.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 277.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 266.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 263.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 253.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 225.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 210.2 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 195.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 186.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 173.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 164.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 152.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 137.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 112.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 106.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 102.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 101.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 100.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 96.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 90.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 76.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRISTOL JOHN W & CO INC /NY/ CIK 0000276101 0.793 62 71.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 71.2 0.0% 1 +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 68.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 62.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 61.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 61.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 59.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 57.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 55.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 55.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 54.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 54.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 50.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 50.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 48.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 48.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 47.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 42.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 0.378 131 41.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 41.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 40.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 40.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 38.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 38.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SATURNA CAPITAL CORP CIK 0001316617 0.899 140 38.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 37.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 32.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 32.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 29.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 29.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 29.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 27.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkwood LLC CIK 0001597823 0.291 71 27.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 27.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 26.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 26.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Martin Investment Management, LLC CIK 0001511888 0.424 47 26.5 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 25.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 25.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 25.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 25.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 25.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Integral Health Asset Management, LLC CIK 0001773206 0.244 89 24.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 24.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 24.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Promethos Capital, LLC CIK 0001908619 0.314 54 23.9 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 0.325 51 23.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 23.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 23.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 23.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 22.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 20.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.700 250 20.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Foresight Global Investors, Inc. CIK 0001973323 0.201 32 20.0 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 19.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 19.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 19.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OAK ASSOCIATES LTD /OH/ CIK 0000836372 0.656 139 19.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 18.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 17.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 17.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILKINS INVESTMENT COUNSEL INC CIK 0001276853 0.416 119 16.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Coleford Investment Management Ltd. CIK 0001939136 0.580 23 16.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Boston Common Asset Management, LLC CIK 0001409427 0.491 186 16.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
JOHN G ULLMAN & ASSOCIATES INC CIK 0000919530 0.367 181 16.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
First Fiduciary Investment Counsel, Inc. CIK 0001072843 0.431 75 16.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 16.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 16.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 16.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 15.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 14.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 14.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 13.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 13.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
&PARTNERS CIK 0000107136 0.806 2509 12.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 12.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 12.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 12.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 11.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 11.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Wealth Planning, LLC CIK 0001566728 0.877 154 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 10.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 10.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 10.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 10.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 9.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Eldred Rock Partners, LLC CIK 0001984180 0.460 29 9.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 9.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Altrius Capital Management Inc CIK 0001940646 0.194 89 9.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tweedy, Browne Co LLC CIK 0000732905 0.823 91 9.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Cohen Capital Management, Inc. CIK 0001508120 0.446 152 9.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Live Oak Private Wealth LLC CIK 0001799877 0.267 211 9.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 9.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Franklin, Parlapiano, Turner & Welch, LLC CIK 0001707856 0.638 55 9.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
CW Advisors, LLC CIK 0001904976 0.000 0 9.1 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 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWER BRIDGE ADVISORS CIK 0001278249 0.477 222 9.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 8.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 8.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 8.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 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% 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
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
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite FO LLC CIK 0002034090 0.642 171 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 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
Gold Investment Management Ltd. CIK 0002006008 0.278 202 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -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
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
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Three Seasons Wealth, LLC CIK 0002044495 0.000 180 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 NVS). Qtrs Held counts distinct quarters this fund has actually held NVS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NVS position size. Δ columns are the percentage-point change in NVS'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