Signals

PANW

3342 in-universe funds with a nonzero position in PANW within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1329
Score / z0.025 / 0.01
Consensus823.48 over 1702 funds
Momentumnot computed

Price & positioning

227 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

Negative / total0 / 2
FiledFormItems
2026-09-01 8-K 2.02, 9.01
2026-08-21 8-K 5.02, 5.03, 9.01
2026-06-02 8-K 2.02, 9.01
2026-04-13 8-K 1.01, 2.03, 9.01
2026-03-23 8-K 8.01
2026-03-11 8-K 8.01, 9.01
2026-02-17 8-K 2.02, 9.01
2026-02-11 8-K 1.01, 2.03, 8.01, 9.01
2026-01-29 8-K 7.01, 9.01
2025-12-11 8-K 5.02, 5.07, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

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 25,833.5 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 18,118.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 12,610.7 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 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 10,043.1 0.5% 7 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 8,746.5 0.7% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 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 7,735.0 0.5% 6 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 6,839.0 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 6,667.2 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 6,597.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NORGES BANK CIK 0001374170 0.994 1617 3,325.2 0.3% 1 +0.3 pp +0.2 pp +0.3 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 3,073.7 0.7% 5 +0.4 pp +0.4 pp +0.3 pp +0.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 2,993.8 0.5% 5 +0.3 pp +0.3 pp +0.3 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2,986.6 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
PeakShares LLC CIK 0002113507 0.881 122 2,745.6 2.0% 2 +0.9 pp +2.0 pp +2.0 pp +2.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2,705.5 0.3% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2,373.3 0.4% 5 +0.2 pp +0.2 pp +0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 2,304.6 0.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2,246.6 0.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 2,176.7 0.3% 5 +0.1 pp +0.1 pp +0.1 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 2,035.5 0.4% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 1,968.3 0.4% 6 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,962.9 0.6% 5 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Amundi CIK 0001330387 0.000 1 1,847.5 0.4% 5 +0.2 pp +0.3 pp +0.2 pp +0.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1,792.2 1.1% 5 +0.3 pp +0.2 pp +0.2 pp +0.2 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 1,590.3 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,569.8 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1,481.2 0.4% 7 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 1,417.0 1.2% 5 +0.5 pp +0.3 pp +0.3 pp +0.3 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1,068.3 0.3% 7 +0.1 pp +0.0 pp -0.1 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 1,013.2 0.4% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 996.6 1.0% 3 +0.4 pp +0.4 pp +1.0 pp +1.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 946.1 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 904.1 0.2% 5 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
Swedbank AB CIK 0000946431 0.941 696 827.4 0.7% 4 +0.3 pp +0.2 pp +0.2 pp +0.7 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 800.2 0.4% 5 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 780.6 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Swiss National Bank CIK 0001582202 0.961 2301 780.0 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 771.8 0.7% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 752.5 0.2% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 750.4 0.5% 5 +0.5 pp +0.3 pp -0.1 pp +0.5 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 735.0 0.6% 6 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 719.0 0.6% 5 +0.3 pp +0.2 pp +0.2 pp +0.2 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 713.0 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
National Pension Service CIK 0001608046 0.956 552 667.0 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 644.6 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 618.9 0.9% 5 +0.4 pp +0.6 pp +0.7 pp +0.8 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 596.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 592.3 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 582.3 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 570.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.1 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 535.0 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 534.0 0.7% 5 +0.4 pp +0.5 pp +0.5 pp +0.4 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 513.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 511.2 0.3% 5 +0.1 pp -0.1 pp -0.1 pp +0.2 pp
Employees Provident Fund Board CIK 0001600177 0.852 68 506.0 2.9% 7 +0.6 pp +0.8 pp +0.1 pp +0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 498.9 0.8% 5 +0.4 pp -0.0 pp -0.1 pp -0.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 470.4 0.4% 6 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 469.9 0.4% 6 +0.0 pp -0.3 pp -0.3 pp +0.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 468.7 0.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 462.4 0.3% 6 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 452.1 0.4% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 446.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirova US LLC CIK 0001802900 0.862 45 445.1 4.8% 5 +1.9 pp +1.7 pp +1.3 pp +1.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 418.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 418.3 1.1% 5 +0.5 pp +0.5 pp +0.4 pp +0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 415.2 0.6% 5 +0.3 pp +0.4 pp +0.3 pp +0.2 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 415.2 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 412.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 380.9 0.5% 5 +0.3 pp +0.2 pp +0.1 pp +0.2 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 379.9 0.2% 5 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 367.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 361.3 0.6% 5 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Capital Research Global Investors CIK 0001422848 0.983 426 353.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 350.7 0.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Alecta Tjanstepension Omsesidigt CIK 0001484429 0.889 91 349.1 1.5% 3 +0.7 pp +1.0 pp +1.5 pp +1.5 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 347.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 345.1 0.4% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 344.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 335.2 0.5% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 332.9 0.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
Candriam S.C.A. CIK 0001537014 0.787 677 328.1 1.5% 5 +0.5 pp +0.5 pp +0.4 pp +0.5 pp
Quilter Plc CIK 0001770632 0.827 131 325.9 4.9% 5 +2.0 pp +2.0 pp +1.8 pp +1.9 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 314.4 0.4% 7 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 309.6 0.4% 5 +0.2 pp +0.0 pp +0.1 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 307.3 0.4% 5 +0.3 pp +0.4 pp +0.4 pp +0.3 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 305.8 2.3% 5 +0.6 pp +1.0 pp +0.7 pp +0.7 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 302.6 1.2% 5 +0.7 pp +0.6 pp +0.6 pp +0.9 pp
Atreides Management, LP CIK 0001777813 0.274 46 299.1 2.7% 2 +0.5 pp +2.7 pp +2.7 pp +2.7 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 295.3 0.7% 7 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 293.1 0.2% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 283.0 3.1% 5 +0.8 pp +1.0 pp +0.7 pp +0.4 pp
ABN AMRO Bank N.V. CIK 0001561082 0.622 231 281.6 3.6% 7 +0.9 pp +0.6 pp +0.2 pp -0.8 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 280.0 1.2% 5 +0.7 pp +1.2 pp +1.2 pp +1.2 pp
Rathbones Group PLC CIK 0001351991 0.902 665 279.4 1.0% 5 +0.4 pp +0.4 pp +0.3 pp +0.3 pp
Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 276.4 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 276.1 0.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 275.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 274.3 0.7% 5 +0.3 pp +0.3 pp +0.2 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 274.2 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 271.7 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 269.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 266.1 2.3% 5 +0.9 pp +0.8 pp +0.6 pp +0.5 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 265.7 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 262.0 0.4% 5 +0.2 pp +0.3 pp +0.3 pp +0.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 257.0 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 256.0 1.7% 5 +1.4 pp +1.2 pp +0.5 pp +1.6 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 254.2 0.2% 5 +0.1 pp +0.0 pp -0.0 pp +0.2 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 251.8 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 249.4 1.6% 2 +1.1 pp +1.6 pp +1.6 pp +1.6 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 245.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
DAVIS R M INC CIK 0000891287 0.824 280 236.5 3.7% 5 +1.7 pp +1.5 pp +1.2 pp +1.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 232.8 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 231.4 2.8% 5 +1.4 pp +1.2 pp +1.0 pp +0.9 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 229.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 224.5 0.7% 4 +0.3 pp +0.4 pp +0.4 pp +0.7 pp
Capital International Investors CIK 0001562230 0.968 446 223.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 221.9 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 221.9 0.2% 6 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 211.1 0.8% 5 +0.3 pp +0.4 pp +0.4 pp +0.3 pp
Korea Investment CORP CIK 0001441689 0.896 677 208.7 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 204.6 1.9% 5 +1.0 pp +1.5 pp +1.7 pp +1.8 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 204.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 203.7 1.0% 5 +0.5 pp +0.3 pp +0.3 pp +0.2 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 203.1 0.5% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 202.1 6.3% 5 +2.8 pp +5.6 pp +5.3 pp +5.4 pp
COMMERCE BANK CIK 0001009076 0.853 1332 201.3 0.9% 5 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
Aberdeen Group plc CIK 0001716774 0.934 934 201.2 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 197.7 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 197.7 0.7% 5 +0.3 pp +0.4 pp +0.6 pp +0.6 pp
AMERICAN CAPITAL MANAGEMENT INC CIK 0001320168 0.498 80 195.4 8.8% 2 +3.4 pp +8.8 pp +8.8 pp +8.8 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 193.6 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
OFI INVEST ASSET MANAGEMENT CIK 0001977602 0.467 365 190.3 1.9% 5 +1.0 pp +1.3 pp +0.9 pp +0.9 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 187.7 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 187.5 5.2% 5 +2.4 pp +2.2 pp +1.7 pp +1.5 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 187.2 0.5% 4 +0.2 pp +0.1 pp -0.1 pp +0.5 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 185.5 1.6% 7 +0.8 pp +1.1 pp +1.1 pp +1.1 pp
GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 177.9 2.2% 5 +1.0 pp +1.6 pp +1.5 pp +1.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 177.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 171.2 0.5% 5 +0.2 pp -0.1 pp -0.2 pp -0.2 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 170.2 0.3% 7 +0.0 pp +0.0 pp +0.2 pp -0.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 166.5 0.8% 5 +0.4 pp +0.3 pp +0.3 pp +0.2 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 165.4 0.1% 5 +0.0 pp -0.2 pp -0.2 pp +0.1 pp
STRS OHIO CIK 0000820478 0.777 2154 161.7 0.6% 6 +0.2 pp +0.4 pp +0.4 pp +0.2 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 161.3 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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EPG Wealth Management LLC CIK 0001803058 0.273 318 7.0 1.7% 5 +0.9 pp +0.9 pp +0.8 pp +0.8 pp
B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 7.0 0.9% 5 +0.4 pp +0.4 pp +0.2 pp +0.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.0 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Axecap Investments, LLC CIK 0002030036 0.005 73 7.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp -0.4 pp
Alight Capital Management LP CIK 0001651473 0.049 76 7.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 6.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 6.9 0.8% 5 +0.4 pp +0.3 pp +0.3 pp +0.1 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 6.9 1.3% 5 +0.5 pp +0.8 pp +0.6 pp +0.7 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.8 0.1% 5 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 6.8 0.9% 5 +0.4 pp +0.3 pp -0.2 pp -0.5 pp
Greenbush Financial Group, LLC CIK 0002061818 0.637 35 6.8 2.0% 6 +1.0 pp +0.8 pp +0.6 pp +0.5 pp
Canada Post Corp Registered Pension Plan CIK 0001991835 0.592 492 6.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 6.8 0.7% 5 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
Aljian Capital Management, LLC CIK 0001731260 0.728 134 6.7 1.2% 5 +0.5 pp +0.5 pp +0.4 pp +0.3 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 6.7 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Blue Sparrow, LLC /DE CIK 0002104539 0.208 126 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 6.7 4.0% 1 +4.0 pp +4.0 pp +0.6 pp +0.2 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 6.7 0.4% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 6.7 0.2% 1 +0.2 pp -0.0 pp -0.0 pp -0.0 pp
PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 6.6 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
Community Bank, N.A. CIK 0001632187 0.503 530 6.6 0.7% 5 +0.3 pp +0.4 pp +0.4 pp +0.5 pp
MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 6.6 0.9% 5 +0.4 pp +0.5 pp +0.4 pp +0.4 pp
Heritage Trust Co CIK 0001706028 0.448 313 6.6 0.6% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 6.6 0.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 6.6 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wahed Invest LLC CIK 0001763146 0.415 227 6.5 0.7% 5 +0.3 pp +0.3 pp +0.2 pp +0.1 pp
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 6.5 0.6% 5 +0.3 pp +0.3 pp +0.1 pp +0.2 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 6.5 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 6.5 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 6.5 0.4% 5 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Field & Main Bank CIK 0001594492 0.202 271 6.5 1.3% 5 +0.5 pp +0.4 pp +0.2 pp +0.1 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 6.4 0.2% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
Comprehensive Financial Management LLC CIK 0001799802 0.961 39 6.4 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Verde Capital Management CIK 0001802891 0.578 80 6.4 1.2% 4 +0.6 pp +0.5 pp +0.5 pp +1.2 pp
Glenview Trust Co CIK 0001691827 0.856 500 6.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 0.586 102 6.3 1.3% 2 +0.7 pp +1.3 pp +1.3 pp +1.3 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 6.3 0.3% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
Counterweight Ventures, LLC CIK 0002012467 0.270 81 6.2 3.1% 5 +1.4 pp +1.4 pp +1.1 pp +0.9 pp
St. Clair Advisors, LLC CIK 0002056292 0.644 78 6.2 1.6% 6 +0.8 pp +0.8 pp +0.7 pp +0.8 pp
Alaethes Wealth, LLC CIK 0001859677 0.146 108 6.2 1.8% 5 +1.0 pp +0.9 pp +0.8 pp +0.7 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 6.2 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 6.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 6.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 6.2 1.2% 5 +0.6 pp +0.5 pp +0.4 pp +0.3 pp
Westhampton Capital, LLC CIK 0001639997 0.307 131 6.2 2.6% 5 +1.2 pp +1.0 pp +0.8 pp +0.7 pp
CHEMUNG CANAL TRUST CO CIK 0000790354 0.455 111 6.2 1.1% 5 +0.3 pp +0.2 pp -0.0 pp -0.5 pp
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Mattson Financial Services, LLC CIK 0002034595 0.217 235 6.1 1.3% 6 +0.6 pp +0.6 pp +0.5 pp +0.4 pp
Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 6.1 2.3% 5 +1.3 pp +1.2 pp +1.1 pp +1.3 pp
IQ EQ FUND MANAGEMENT (IRELAND) Ltd CIK 0001620943 0.314 289 6.1 0.4% 5 -0.1 pp +0.1 pp +0.1 pp -0.0 pp
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KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 6.0 0.6% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
CONNABLE OFFICE INC CIK 0000914933 0.813 231 6.0 0.5% 5 +0.3 pp +0.2 pp +0.2 pp +0.2 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 6.0 0.2% 6 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 6.0 0.1% 5 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 6.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 5.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARIETTA INVESTMENT PARTNERS LLC CIK 0001114702 0.345 170 5.9 1.0% 3 +0.4 pp +0.5 pp +1.0 pp +1.0 pp
Westview Management dba Westview Investment Advisors CIK 0002073768 0.197 67 5.8 2.9% 2 +1.3 pp +2.9 pp +2.9 pp +2.9 pp
Longbow Finance SA CIK 0001965552 0.241 59 5.8 0.7% 5 -0.6 pp -0.8 pp -0.5 pp -0.3 pp
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Sigma Planning Corp CIK 0001449126 0.520 1394 5.8 0.1% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 5.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clean Yield Group CIK 0001525865 0.299 395 5.7 1.4% 5 +0.7 pp +1.4 pp +1.4 pp +1.4 pp
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Grange Capital, LLC CIK 0002048387 0.138 54 5.7 5.2% 5 +2.5 pp +3.0 pp +2.9 pp +4.3 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 5.7 0.2% 6 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
NEVILLE RODIE & SHAW INC CIK 0000071210 0.609 244 5.6 0.4% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 5.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
GFG Capital, LLC CIK 0001638520 0.236 100 5.6 1.5% 5 +0.6 pp +0.8 pp +0.7 pp +0.8 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 5.6 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 5.6 0.1% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 5.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 5.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Ballentine Partners, LLC CIK 0001374889 0.936 1078 5.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maia Wealth LLC CIK 0002010858 0.212 354 5.5 0.8% 5 +0.8 pp +0.8 pp +0.8 pp +0.7 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 5.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Jones Kertz & Associates, Inc. CIK 0002104438 0.374 66 5.5 2.5% 2 +1.1 pp +2.5 pp +2.5 pp +2.5 pp
JT Stratford LLC CIK 0001689013 0.376 321 5.5 0.6% 5 +0.3 pp +0.2 pp +0.2 pp +0.2 pp
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Intesa Sanpaolo Wealth Management CIK 0002110902 0.252 309 5.5 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 5.5 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 5.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 5.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Segment Wealth Management, LLC CIK 0001575581 0.560 311 5.5 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 5.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Juno Financial Group LLC CIK 0002106874 0.603 73 5.5 1.9% 2 +0.4 pp +1.9 pp +1.9 pp +1.9 pp
ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 5.5 0.5% 5 +0.2 pp +0.3 pp +0.2 pp +0.3 pp
Core Alternative Capital CIK 0001776878 0.274 201 5.5 1.6% 5 +0.8 pp +0.7 pp +0.6 pp +0.6 pp
Regency Capital Management Inc.\DE CIK 0001863894 0.190 64 5.4 2.2% 2 +0.6 pp +2.2 pp +2.2 pp +2.2 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 5.4 0.6% 5 +0.2 pp -0.0 pp -0.0 pp +0.1 pp
MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 5.4 1.9% 5 +0.6 pp +0.5 pp +0.2 pp -0.0 pp
GAM Holding AG CIK 0001438848 0.338 273 5.4 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Nicollet Investment Management, Inc. CIK 0001729048 0.486 77 5.4 1.7% 5 +0.8 pp +0.7 pp -0.5 pp -0.6 pp
Certified Advisory Corp CIK 0001731732 0.386 327 5.4 0.4% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
GRANITE ISLANDS PRIVATE WEALTH, LLC CIK 0002111372 0.197 78 5.4 4.0% 2 +1.7 pp +4.0 pp +4.0 pp +4.0 pp
Galaxy Digital Capital Management GP LLC CIK 0002118292 0.011 51 5.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 5.4 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 5.3 0.8% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 5.3 0.8% 5 +0.2 pp +0.4 pp +0.3 pp +0.4 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 5.3 0.2% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
Provident Co of the Employees of the Hebrew University LTD CIK 0002016961 0.018 35 5.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
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Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.3 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 5.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Generali Investments Towarzystwo Funduszy Inwestycyjnych CIK 0002043130 0.194 151 5.3 2.1% 5 +0.3 pp +0.3 pp +0.2 pp +0.2 pp
S&T BANK/PA CIK 0001010911 0.357 445 5.3 1.6% 5 +0.4 pp +0.1 pp -0.3 pp -0.7 pp
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Cane Capital Partners, LLC CIK 0002086121 0.218 115 5.3 2.1% 2 +0.8 pp +2.1 pp +2.1 pp +2.1 pp
Robocap Asset Management Ltd CIK 0002030580 0.249 22 5.3 4.2% 5 -0.4 pp -1.2 pp -1.4 pp -0.2 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 5.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 5.2 0.8% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Plato Investment Management Ltd CIK 0001984475 0.427 496 5.2 0.3% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 5.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Caldwell Trust Co CIK 0002080218 0.488 811 5.2 0.4% 7 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
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KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 5.2 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 5.2 1.1% 3 +0.5 pp +0.4 pp +1.1 pp +0.0 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 5.2 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
ICON ADVISERS INC/CO CIK 0001058470 0.054 195 5.1 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +0.3 pp
Encore Global Management, LP CIK 0002135356 0.019 53 5.1 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
PayPay Securities Corp CIK 0001908623 0.257 302 5.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Fairfield Financial Advisors, LTD CIK 0002033232 0.162 66 5.1 2.0% 5 +1.1 pp +0.9 pp +0.8 pp +0.9 pp
Oxler Private Wealth LLC CIK 0001846002 0.649 93 5.1 1.5% 5 +0.7 pp +0.7 pp +0.6 pp +0.5 pp
Benchmark Investment Advisors LLC CIK 0001910971 0.285 70 5.1 2.2% 1 +2.2 pp +2.2 pp +0.1 pp +2.2 pp
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SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Clearstead Trust, LLC CIK 0001708001 0.631 970 5.0 0.7% 5 +0.3 pp +0.2 pp +0.1 pp +0.2 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 5.0 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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Trust Investment Advisors CIK 0001597690 0.290 97 4.9 2.3% 5 +1.0 pp +0.9 pp +0.8 pp +0.7 pp
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Dougherty & Associates, LLC CIK 0002109295 0.475 52 4.9 3.9% 2 +1.8 pp +3.9 pp +3.9 pp +3.9 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 4.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HARTLINE INVESTMENT CORP/ CIK 0000945625 0.638 115 4.8 0.4% 5 +0.1 pp -0.3 pp -0.5 pp -0.7 pp
Westwood Wealth Management CIK 0001861125 0.586 43 4.8 1.4% 1 +1.4 pp +1.4 pp +0.3 pp -0.4 pp
TEMA ETFS LLC CIK 0002056807 0.118 583 4.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 4.7 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Somerset Group LLC CIK 0001567912 0.423 58 4.7 3.3% 5 +1.0 pp +0.7 pp +0.4 pp +0.2 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 4.7 0.1% 5 -0.2 pp -0.1 pp -0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Intellectus Partners, LLC CIK 0001677253 0.268 316 4.7 0.8% 5 +0.4 pp +0.4 pp +0.3 pp +0.5 pp
PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 4.7 1.8% 5 +0.9 pp +0.8 pp +0.7 pp +0.7 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 4.6 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Buckland Partners Management Co LLC CIK 0002074628 0.215 97 4.6 2.3% 2 +1.0 pp +2.3 pp +2.3 pp +2.3 pp
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M3 Wealth Management, LLC CIK 0002109365 0.344 35 4.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 4.6 2.2% 5 +1.1 pp +1.1 pp +0.8 pp +0.7 pp
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Coyle Financial Counsel LLC CIK 0001593038 0.791 125 1.0 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Legacy Advisors, LLC CIK 0001720969 0.552 337 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
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SORA INVESTORS LLC CIK 0001894532 0.034 76 0.8 0.1% 4 +0.0 pp -0.6 pp -0.7 pp +0.1 pp
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Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 0.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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111 Capital CIK 0002060412 0.025 488 0.8 0.1% 1 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
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Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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WHI TRUST Co LLC CIK 0002013902 0.796 59 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MTM Investment Management, LLC CIK 0001831416 0.252 708 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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EMC Capital Management CIK 0001847772 0.576 53 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Miller Global Investments, LLC CIK 0002099097 0.052 295 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFS Advisors, LLC CIK 0001765617 0.782 220 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lavaca Capital LLC CIK 0001641447 0.622 345 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.0 0.0% 0 -0.4 pp -0.3 pp -0.2 pp -0.2 pp
waypoint wealth counsel CIK 0001807909 0.207 149 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp -0.3 pp
StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 0.0 0.0% 0 +0.0 pp -1.1 pp -1.3 pp -1.4 pp
Numerai GP LLC CIK 0001668527 0.018 710 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.9 pp -1.0 pp -1.0 pp
Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.6 pp
CAPITAL & PLANNING, LLC CIK 0002053750 0.593 45 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
ADAR1 Capital Management, LLC CIK 0001940272 0.312 267 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Financial Solutions, Inc. CIK 0002086529 0.597 36 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Grassi Investment Management CIK 0001608531 0.717 128 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
CORNERSTONE ENTERPRISES, LLC CIK 0001987314 0.535 42 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp -1.8 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 0 -0.0 pp -0.3 pp -0.3 pp -0.2 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp -0.4 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -1.2 pp -1.3 pp +0.0 pp +0.0 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 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
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp -1.2 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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 PANW). Qtrs Held counts distinct quarters this fund has actually held PANW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PANW position size. Δ columns are the percentage-point change in PANW'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