Signals

PBR

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

Flow ranking

Rank#997
Score / z0.072 / 0.09
Consensus148.73 over 285 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+3% / 1.4d

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
GQG Partners LLC CIK 0001697233 0.860 102 1,611.6 2.7% 3 -1.5 pp -1.3 pp +2.7 pp +2.7 pp
Capital International Investors CIK 0001562230 0.968 446 363.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 349.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 331.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 277.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 274.6 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 234.2 5.7% 3 +2.3 pp +3.0 pp +5.7 pp +5.7 pp
ARGA Investment Management, LP CIK 0001556915 0.380 121 224.9 6.1% 3 -0.2 pp +2.4 pp +6.1 pp +6.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 165.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 163.1 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 154.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mondrian Investment Partners LTD CIK 0001317724 0.804 111 150.0 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 149.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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 143.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 137.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 114.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 113.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 111.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 71.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 67.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 63.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 58.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 57.9 5.9% 3 -2.5 pp +0.1 pp +5.9 pp +5.9 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 55.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 49.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 44.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 40.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perpetual Ltd CIK 0001647273 0.486 419 39.3 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 37.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 37.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 36.3 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 30.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 27.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 26.9 0.3% 3 +0.1 pp -0.1 pp +0.3 pp +0.3 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 26.3 0.5% 1 +0.5 pp -1.5 pp +0.5 pp +0.5 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 25.0 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
Artemis Investment Management LLP CIK 0001535385 0.328 213 23.8 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 23.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 21.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 20.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 20.4 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 19.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 19.4 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 18.2 0.5% 4 +0.0 pp -0.4 pp -0.1 pp +0.5 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 17.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 16.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 15.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 15.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beck Bode, LLC CIK 0001790548 0.122 104 14.6 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 14.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Breakout Capital Partners, LP CIK 0001935243 0.415 8 14.0 10.0% 3 -1.0 pp -4.4 pp +10.0 pp +10.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 13.9 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 13.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 11.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 11.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 11.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 10.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 10.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 9.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Parkwood LLC CIK 0001597823 0.291 71 9.0 0.8% 3 +0.0 pp -0.9 pp +0.8 pp +0.8 pp
Lumbard & Kellner, LLC CIK 0001602476 0.248 108 8.4 2.9% 3 +0.6 pp +0.2 pp +2.9 pp +2.9 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 8.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 7.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 7.8 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 7.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 7.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sagil Capital LLP CIK 0001747744 0.129 19 7.2 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Aberdeen Group plc CIK 0001716774 0.934 934 7.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 6.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.1 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 6.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 6.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
RWC Asset Management LLP CIK 0001520478 0.536 160 5.9 0.3% 3 -0.3 pp -1.0 pp +0.3 pp +0.3 pp
Ellsworth Advisors, LLC CIK 0001843553 0.117 182 5.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Evergreen Quality Fund GP, Ltd. CIK 0002016939 0.176 43 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Markets Trading UK LLP CIK 0001719165 0.000 87 5.2 6.3% 3 +3.4 pp +4.1 pp +6.3 pp +6.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 5.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sagefield Capital LP CIK 0001771179 0.140 107 5.1 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 5.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Moneda S.A. Administradora General de Fondos CIK 0001536361 0.210 31 4.7 4.2% 3 -1.6 pp -2.7 pp +4.2 pp +4.2 pp
PING CAPITAL MANAGEMENT, INC. CIK 0001804352 0.687 69 4.6 1.9% 3 -0.2 pp +0.2 pp +1.9 pp +1.9 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 4.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 4.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 4.1 0.1% 3 -0.0 pp -1.2 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ABBINGTON INVESTMENT GROUP CIK 0002088867 0.393 52 3.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TrueMark Investments, LLC CIK 0001974457 0.124 187 3.5 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
Lesa Sroufe & Co CIK 0001492162 0.208 67 3.4 2.5% 3 -0.7 pp -1.4 pp +2.5 pp +2.5 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North of South Capital LLP CIK 0002033334 0.894 28 3.2 0.3% 3 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 3.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Capital Wealth Planning, LLC CIK 0001566728 0.877 154 3.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CERTUITY, LLC CIK 0001800752 0.558 672 3.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Poehling Capital Management, INC. CIK 0001730815 0.228 166 2.8 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
CLOVERFIELDS CAPITAL GROUP, LP CIK 0001819581 0.154 90 2.7 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 2.6 0.1% 5 -0.3 pp -0.1 pp +0.0 pp +0.1 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 2.5 0.2% 3 +0.0 pp -0.2 pp +0.2 pp +0.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ted Buchan & Co CIK 0002033413 0.435 95 2.3 0.8% 3 -0.4 pp -0.4 pp +0.8 pp +0.8 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 2.3 0.4% 3 -0.5 pp -1.3 pp +0.4 pp +0.4 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 2.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 2.2 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 1.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 1.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 1.8 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.6 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 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VPR Management LLC CIK 0001894203 0.676 66 1.6 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Drum Hill Capital, LLC CIK 0002054679 0.274 45 1.6 1.6% 3 -0.2 pp -0.2 pp +1.6 pp +1.6 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altman Advisors, Inc. CIK 0001731671 0.234 93 1.5 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 1.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kerrisdale Advisers, LLC CIK 0001569688 0.050 114 1.3 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RBF Capital, LLC CIK 0001134621 0.512 506 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 0.0 0.0% 0 -0.0 pp -0.3 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
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
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
WESBANCO BANK INC CIK 0000877134 0.627 676 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
RWC ASSET ADVISORS (US) LLC CIK 0001638081 0.604 16 0.0 0.0% 0 -3.1 pp -14.3 pp +0.0 pp +0.0 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 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
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arista Wealth Management, LLC CIK 0001964758 0.708 266 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
Plan Group Financial, LLC CIK 0001940033 0.209 243 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Financial Security Advisor, Inc. CIK 0001997602 0.682 161 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 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
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kapitalo Investimentos Ltda CIK 0001798686 0.140 51 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC CIK 0001028074 0.249 32 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Massar Capital Management, LP CIK 0002037238 0.000 246 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 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
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eisler Capital Management Ltd. CIK 0002055810 0.000 376 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
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
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
CW Advisors, LLC CIK 0001904976 0.000 0 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
High Note Wealth, LLC CIK 0001807283 0.548 959 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 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FCG Investment Co CIK 0002011697 0.075 118 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.0 0.0% 0 -0.0 pp -0.0 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
Centric Wealth Management CIK 0001752761 0.252 209 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 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
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 -0.7 pp -0.6 pp +0.0 pp +0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Wellington Shields & Co., LLC CIK 0001506073 0.261 329 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Traveka Wealth, LLC CIK 0002009176 0.376 199 0.0 0.0% 0 -0.1 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
Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 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 -0.6 pp -0.8 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 PBR). Qtrs Held counts distinct quarters this fund has actually held PBR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PBR position size. Δ columns are the percentage-point change in PBR'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