Signals

OVV

735 in-universe funds with a nonzero position in OVV within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22278
Score / z-0.011 / -0.03
Consensus222.88 over 392 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,587.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 1,411.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 626.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 592.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 504.6 1.6% 4 +0.5 pp +0.5 pp +0.5 pp +1.6 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 467.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 411.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 351.6 0.2% 4 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 347.6 0.3% 4 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 318.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 318.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 291.3 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
Merewether Investment Management, LP CIK 0001736852 0.195 81 254.3 4.9% 4 +1.7 pp +3.2 pp +2.6 pp +4.9 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 200.4 0.2% 5 +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 174.9 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 157.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 149.6 0.1% 4 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 142.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 115.9 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 108.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 106.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 102.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 102.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 101.5 0.3% 4 +0.0 pp +0.1 pp +0.0 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 93.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 87.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 77.9 0.6% 4 -0.3 pp +0.0 pp -0.1 pp +0.6 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 73.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 72.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 70.4 0.3% 4 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 69.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 67.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 66.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 65.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Yaupon Capital Management LP CIK 0001755028 0.055 110 65.1 3.2% 4 -0.0 pp +0.7 pp +0.8 pp +3.2 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 62.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sourcerock Group LLC CIK 0001822531 0.784 36 55.9 2.4% 2 +1.3 pp +2.4 pp +2.4 pp +2.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 54.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GOLDENTREE ASSET MANAGEMENT LP CIK 0001278951 0.225 31 49.0 2.9% 2 -0.4 pp +2.9 pp +2.9 pp +2.9 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 47.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 47.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Webs Creek Capital Management LP CIK 0001825309 0.533 13 46.0 8.0% 4 -1.2 pp -4.6 pp -4.6 pp +8.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 43.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Callodine Capital Management, LP CIK 0001741675 0.554 62 43.6 3.1% 3 +2.9 pp +2.9 pp +3.1 pp +3.1 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 43.5 0.9% 3 +0.3 pp -0.5 pp +0.9 pp +0.9 pp
SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 0001085936 0.494 243 42.8 1.0% 4 +0.3 pp +0.3 pp +0.3 pp +1.0 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 40.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 39.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 38.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIR Capital Management, L.P. CIK 0001434997 0.033 79 37.8 3.5% 2 +1.7 pp +3.5 pp +3.4 pp +3.5 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 36.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 36.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
PACIFIC HEIGHTS ASSET MANAGEMENT LLC CIK 0001323414 0.720 77 35.6 1.2% 4 +0.3 pp +0.3 pp +0.4 pp +1.2 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 35.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Swiss National Bank CIK 0001582202 0.961 2301 33.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sagefield Capital LP CIK 0001771179 0.140 107 31.1 2.2% 4 +0.4 pp -0.5 pp -0.6 pp +2.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 31.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventail Capital Group, LP CIK 0001803822 0.064 155 28.9 1.4% 4 +0.5 pp +1.1 pp +1.1 pp +1.4 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 28.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 27.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hartree Partners, LP CIK 0001597857 0.130 112 26.9 5.8% 2 -3.0 pp +5.8 pp +4.1 pp +5.8 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 26.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 25.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 25.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 24.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 24.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 23.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 23.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 22.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 22.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 22.0 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 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 21.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 20.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 20.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 20.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 19.5 0.7% 4 -0.1 pp +0.5 pp +0.3 pp +0.7 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 19.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 18.7 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 18.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 17.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 17.2 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 16.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 16.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&G Plc CIK 0001802539 0.820 370 16.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 16.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 15.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 15.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 15.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 15.1 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 14.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 13.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 13.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 13.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 13.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 12.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 12.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 12.6 0.0% 4 +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 12.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 11.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 10.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GMT CAPITAL CORP CIK 0001106191 0.809 68 10.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 9.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Contrarius Group Holdings Ltd CIK 0002054801 0.000 34 9.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Cambria Investment Management, L.P. CIK 0001529389 0.167 731 9.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invenomic Capital Management LP CIK 0001769456 0.090 115 9.1 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.7 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 8.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 8.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 8.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nokomis Capital, L.L.C. CIK 0001541055 0.249 48 7.9 2.4% 2 +2.2 pp +2.4 pp +2.4 pp +2.4 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 7.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 7.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 7.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
River Road Asset Management, LLC CIK 0001341401 0.545 175 7.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 7.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 7.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Birchview Capital, LP CIK 0001618205 0.194 72 6.4 3.6% 6 +1.2 pp +0.4 pp -0.4 pp +1.7 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 6.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
FOUNDATION RESOURCE MANAGEMENT INC CIK 0001179232 0.432 56 6.1 0.7% 4 +0.2 pp +0.2 pp +0.2 pp +0.7 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Telemark Asset Management, LLC CIK 0001420816 0.498 57 5.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 5.9 0.5% 1 +0.5 pp +0.5 pp -0.4 pp +0.5 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 5.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.9 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 5.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.517 160 5.7 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 5.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 5.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 5.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 5.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GF FUND MANAGEMENT CO. LTD. CIK 0002057060 0.516 587 5.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 5.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 4.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Foster Group, Inc. CIK 0001841544 0.874 318 4.4 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
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Entropy Technologies, LP CIK 0001976151 0.010 929 4.3 0.2% 1 +0.2 pp +0.2 pp -0.1 pp +0.2 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 4.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.2 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 4.2 0.3% 1 +0.3 pp +0.1 pp +0.1 pp +0.3 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 4.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Edgestream Partners, L.P. CIK 0001535061 0.020 936 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 4.0 0.2% 2 -1.8 pp +0.2 pp -1.1 pp +0.2 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Numerai GP LLC CIK 0001668527 0.018 710 3.7 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 3.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
NFJ INVESTMENT GROUP, LLC CIK 0001862664 0.181 208 3.7 0.1% 4 +0.1 pp -1.0 pp -0.9 pp +0.1 pp
MOODY ALDRICH PARTNERS LLC CIK 0000936941 0.063 175 3.6 0.7% 4 -0.4 pp -0.4 pp +0.2 pp +0.7 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 3.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VIKING FUND MANAGEMENT LLC CIK 0001169069 0.311 146 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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NEW MEXICO EDUCATIONAL RETIREMENT BOARD CIK 0000862469 0.617 908 3.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oak Thistle LLC CIK 0001755987 0.000 466 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CWM, LLC CIK 0001535847 0.788 5645 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 2.9 0.4% 3 +0.2 pp +0.1 pp +0.4 pp +0.4 pp
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Modus Advisors, LLC CIK 0001799284 0.297 118 2.8 0.8% 4 +0.1 pp -0.4 pp -0.5 pp +0.8 pp
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Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 2.5 0.4% 4 +0.3 pp +0.2 pp +0.2 pp +0.4 pp
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MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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XPONANCE LLC CIK 0001637541 0.815 1841 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CX Institutional CIK 0001737089 0.437 1568 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 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 -0.1 pp -0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 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 -0.2 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capula Management Ltd CIK 0001557017 0.915 303 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
PEAK6 LLC CIK 0001389958 0.149 850 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIG North Trading, ULC CIK 0001868643 0.319 79 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Plato Investment Management Ltd CIK 0001984475 0.428 496 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 0 -0.0 pp -0.0 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
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Smead Capital Management, Inc. CIK 0001427008 0.817 32 0.0 0.0% 0 +0.0 pp -2.7 pp -3.3 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Distillate Capital Partners LLC CIK 0001741001 0.168 118 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEMPER AUGUSTUS INVESTMENTS GROUP LLC CIK 0001115373 0.751 50 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Raiffeisen Bank International AG CIK 0002044885 0.723 593 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 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
Woodline Partners LP CIK 0001784547 0.424 1011 0.0 0.0% 0 -0.0 pp -0.0 pp -0.3 pp +0.0 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Ruffer LLP CIK 0001426859 0.221 187 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 0001107261 0.377 1233 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fieldview Capital Management, LLC CIK 0002040221 0.000 507 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Petrus Trust Company, LTA CIK 0001473429 0.706 27 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 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
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vestcor Inc CIK 0001536925 0.400 1189 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.411 221 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.1 pp -0.2 pp -0.3 pp +0.0 pp
Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 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
FSA Wealth Management LLC CIK 0001804256 0.827 574 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 +0.0 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp -0.6 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp +0.0 pp
Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Long Focus Capital Management, LLC CIK 0001602716 0.525 76 0.0 0.0% 0 -0.7 pp -0.7 pp -0.8 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 OVV). Qtrs Held counts distinct quarters this fund has actually held OVV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its OVV position size. Δ columns are the percentage-point change in OVV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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