Signals

PB

479 in-universe funds with a nonzero position in PB within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#19027
Score / z0.000 / -0.01
Consensus146.36 over 254 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2026Q2
Accrual ratio
F-score
M-score
Net issuance

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-16 HOLMES NED S 10b5-1 S $1,957
2026-09-16 HOLMES NED S 10b5-1 S $33,518
2026-09-16 HOLMES NED S 10b5-1 S $3,145
2026-09-16 HOLMES NED S 10b5-1 S $32,317
2026-09-16 HOLMES NED S 10b5-1 S $559
2026-09-16 HOLMES NED S 10b5-1 S $6,534

8-K events

Negative / total0 / 3
FiledFormItems
2026-08-31 8-K/A 9.01
2026-07-29 8-K 2.02, 9.01
2026-07-01 8-K 2.01, 2.03, 5.02, 8.01, 9.01
2026-04-29 8-K 2.02, 9.01
2026-04-23 8-K 5.07
2026-04-22 8-K 8.01, 9.01
2026-02-02 8-K 8.01, 9.01
2026-01-29 8-K 1.01, 9.01
2026-01-28 8-K 2.02, 9.01
2026-01-28 8-K 7.01, 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
VANGUARD GROUP INC CIK 0000102909 0.000 0 708.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 615.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 362.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 326.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 318.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 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 254.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 217.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 155.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 140.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 138.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 129.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 92.1 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 90.6 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 80.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 76.3 1.4% 3 -0.0 pp -0.3 pp +1.4 pp +1.4 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 65.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 63.6 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 62.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGEBRIS (UK) LTD CIK 0001700286 0.190 73 61.7 4.8% 3 +0.8 pp +2.3 pp +4.8 pp +4.8 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 54.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 50.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 44.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 44.5 0.0% 3 +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 44.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 37.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 37.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 36.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Port Capital LLC CIK 0001729212 0.798 108 35.3 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 34.9 1.0% 3 +0.1 pp +0.0 pp +1.0 pp +1.0 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 32.2 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
North Reef Capital Management LP CIK 0001867831 0.725 43 30.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 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 30.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Premier Fund Managers Ltd CIK 0001673907 0.066 174 28.4 1.6% 3 +0.3 pp +0.4 pp +1.6 pp +1.6 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 28.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Copeland Capital Management, LLC CIK 0001541743 0.466 265 25.8 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 23.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 18.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 18.1 0.0% 3 +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 17.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 17.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 16.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 16.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 16.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PATRON PARTNERS, LLC CIK 0001841768 0.224 193 16.1 7.2% 3 +0.0 pp -1.1 pp +7.2 pp +7.2 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 15.9 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 15.9 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 15.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 15.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 15.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 14.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 14.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 12.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 12.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stieven Capital Advisors, L.P. CIK 0001388279 0.536 36 12.3 2.3% 2 +0.8 pp +2.3 pp +2.3 pp +2.3 pp
NATIXIS CIK 0001274981 0.561 1107 11.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 11.6 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 11.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 11.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 10.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 10.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 10.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 10.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 9.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 9.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AMICA MUTUAL INSURANCE CO CIK 0000857508 0.683 142 9.8 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
Hunter Perkins Capital Management, LLC CIK 0001808919 0.353 149 9.4 2.2% 3 -0.2 pp -0.4 pp +2.2 pp +2.2 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 9.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 9.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 9.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 8.4 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 8.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 8.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 7.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 7.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
THIRD AVENUE MANAGEMENT LLC CIK 0001099281 0.473 55 7.1 1.3% 3 -0.0 pp -0.2 pp +1.3 pp +1.3 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 6.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KWMG, LLC CIK 0001633024 0.515 153 6.6 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
Man Group plc CIK 0001637460 0.631 2032 6.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 6.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 6.2 0.0% 5 +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 6.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEAN INVESTMENT ASSOCIATES, LLC CIK 0000846797 0.113 193 5.9 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 5.9 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
Numerai GP LLC CIK 0001668527 0.018 710 5.5 0.7% 2 -0.4 pp +0.7 pp +0.7 pp +0.7 pp
FIL Ltd CIK 0000318989 0.878 1140 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 4.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 4.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWLE & CO CIK 0001224014 0.032 59 3.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 3.9 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 3.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 3.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 3.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ruffer LLP CIK 0001426859 0.221 187 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 2.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 2.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dean Capital Management CIK 0001455468 0.041 112 2.5 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 2.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 2.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 2.1 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Gator Capital Management, LLC CIK 0001570284 0.259 67 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 2.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 1.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
World Investment Advisors CIK 0001652594 0.670 1523 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Collar Capital Management, LLC CIK 0002056719 0.177 73 1.7 1.2% 3 -0.0 pp -0.3 pp +1.2 pp +1.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUDSON EDGE INVESTMENT PARTNERS INC. CIK 0000740272 0.473 123 1.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aspen Wealth Management LLC CIK 0001895252 0.752 132 1.4 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Amica Retiree Medical Trust CIK 0001599950 0.187 141 0.0 0.0% 0 -1.1 pp -1.3 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
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 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 PB). Qtrs Held counts distinct quarters this fund has actually held PB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PB position size. Δ columns are the percentage-point change in PB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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