Signals

☆PCT

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

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-04 Insider Musa Fernando acquired via purchase ($98,756)
2026-08-31 8-K Item(s) 1.01, 2.03, 9.01
2026-08-24 Insider Kalter Brad (General Counsel, CCO & Scty.) disposed via O
2026-08-06 8-K Item(s) 2.02, 7.01, 9.01
2026-08-05 Insider Olson Dustin (Chief Executive Officer) disposed via tax withholding ($76,594)
2026-06-15 8-K Item(s) 1.01, 2.03, 7.01, 9.01
2026-06-12 Ownership Dilution filing by PureCycle Technologies, Inc. (424B5)
2026-06-12 Ownership Dilution filing by PureCycle Technologies, Inc. (424B5)
2026-06-11 8-K Item(s) 1.01, 2.03, 8.01, 9.01
2026-06-10 Ownership Dilution filing by PureCycle Technologies, Inc. (424B5)
2026-06-10 Ownership Dilution filing by PureCycle Technologies, Inc. (424B5)
2026-05-20 Insider Carpenter Donald (Chief Financial Officer) disposed via tax withholding ($35,782)
2026-05-20 Insider Olson Dustin (Chief Executive Officer) disposed via tax withholding ($25,392)
2026-05-12 Insider BOUCK STEVEN F acquired via award
2026-05-12 Insider Burnell Tanya acquired via award
2026-05-12 Insider Mars Valerie Anne acquired via award
2026-05-12 Insider SYLEBRA CAPITAL LLC acquired via purchase
2026-05-12 Insider Jacoby Allen acquired via award
2026-05-11 8-K Item(s) 5.07, 9.01
2026-05-06 8-K Item(s) 2.02, 7.01, 9.01
2026-04-17 8-K Item(s) 1.01, 3.03, 5.07, 9.01
2026-03-20 8-K Item(s) 7.01, 9.01
2026-02-26 8-K Item(s) 1.01, 2.02, 3.03, 5.02, 7.01, 8.01, 9.01
2026-01-13 8-K Item(s) 8.01, 9.01
2025-01-08 Ownership Dilution filing by PureCycle Technologies, Inc. (S-3/A)
2024-12-13 Ownership Dilution filing by PureCycle Technologies, Inc. (S-3/A)
2024-11-20 Ownership Dilution filing by PureCycle Technologies, Inc. (S-3)
2024-09-26 Ownership Dilution filing by PureCycle Technologies, Inc. (D)
2024-05-23 Ownership Dilution filing by PureCycle Technologies, Inc. (D)
2022-04-29 Ownership Dilution filing by PureCycle Technologies, Inc. (S-3)

Flow ranking

Rank#629
Score / z0.194 / 0.30
Consensus107.73 over 197 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest+5% / 11.8d

Forensics

Clean as of 2026Q2
Accrual ratio-0.092
F-score—
M-score—
Net issuance-14646.2%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-04 Musa Fernando P $98,756
2026-08-24 Kalter Brad O —
2026-08-05 Olson Dustin F $76,594
2026-05-20 Carpenter Donald F $35,782
2026-05-20 Olson Dustin F $25,392
2026-05-12 BOUCK STEVEN F A —
2026-05-12 Burnell Tanya A —
2026-05-12 Mars Valerie Anne A —
2026-05-12 SYLEBRA CAPITAL LLC P —
2026-05-12 Jacoby Allen A —
Showing the 10 most recent.

8-K events

Negative / total0 / 2
FiledFormItems
2026-08-31 8-K 1.01, 2.03, 9.01
2026-08-06 8-K 2.02, 7.01, 9.01
2026-06-15 8-K 1.01, 2.03, 7.01, 9.01
2026-06-11 8-K 1.01, 2.03, 8.01, 9.01
2026-05-11 8-K 5.07, 9.01
2026-05-06 8-K 2.02, 7.01, 9.01
2026-04-17 8-K 1.01, 3.03, 5.07, 9.01
2026-03-20 8-K 7.01, 9.01
2026-02-26 8-K 1.01, 2.02, 3.03, 5.02, 7.01, 8.01, 9.01
2026-01-13 8-K 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 4
FiledFormFiler
2026-06-12 424B5 PureCycle Technologies, Inc.
2026-06-12 424B5 PureCycle Technologies, Inc.
2026-06-10 424B5 PureCycle Technologies, Inc.
2026-06-10 424B5 PureCycle Technologies, Inc.
2025-01-08 S-3/A PureCycle Technologies, Inc.
2024-12-13 S-3/A PureCycle Technologies, Inc.
2024-11-20 S-3 PureCycle Technologies, Inc.
2024-09-26 D PureCycle Technologies, Inc.
2024-05-23 D PureCycle Technologies, Inc.
2022-04-29 S-3 PureCycle Technologies, Inc.
Showing the 10 most recent.

LLM reads

Ticker EvalMixed
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 ▾
☆SYLEBRA CAPITAL LLC CIK 0002003074 0.703 9 292.7 25.4% 4 +0.6 pp +6.4 pp +13.5 pp +25.4 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 128.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 84.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LONGVIEW ASSET MANAGEMENT, LLC CIK 0001086477 0.992 4 83.5 0.9% 3 -0.4 pp -0.7 pp +0.9 pp +0.9 pp
☆SAMLYN CAPITAL, LLC CIK 0001421097 0.327 77 39.8 0.6% 3 -0.2 pp -0.7 pp +0.6 pp +0.6 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 31.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 28.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 28.6 1.1% 3 -0.6 pp -0.7 pp +1.1 pp +1.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 25.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Duquesne Family Office LLC CIK 0001536411 0.000 86 24.7 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
☆Simplify Asset Management Inc. CIK 0001846368 0.982 136 16.6 0.3% 1 +0.3 pp -0.2 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 16.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sculptor Capital LP CIK 0001054587 0.143 320 15.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 15.6 2.6% 3 -1.7 pp -3.4 pp +2.6 pp +2.6 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 15.2 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 14.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shay Capital LLC CIK 0001723643 0.044 394 13.7 2.2% 3 -2.3 pp -3.7 pp +2.2 pp +2.2 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 11.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 10.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 10.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 10.0 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 10.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SWS Partners CIK 0001731731 0.307 108 8.5 2.0% 3 -0.4 pp -0.9 pp +2.0 pp +2.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 7.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 6.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 5.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 5.4 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.8 0.4% 3 -0.1 pp -0.3 pp +0.4 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 4.1 0.6% 3 +0.0 pp -0.3 pp +0.6 pp +0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.1 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 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3.1 0.0% 5 +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 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 2.8 0.0% 3 -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 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 2.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 2.3 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 2.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.0 0.0% 3 +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 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.300 102 1.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆First National Advisers, LLC CIK 0001941030 0.386 251 1.8 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 1.8 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KINGDON CAPITAL MANAGEMENT, L.L.C. CIK 0001000097 0.092 57 1.7 0.3% 3 -0.9 pp -1.0 pp +0.3 pp +0.3 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 1.7 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 1.0 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caption Management, LLC CIK 0001706766 0.079 538 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLOUGH CAPITAL PARTNERS L P CIK 0001276144 0.069 101 0.9 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.8 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT INVESTORS INC CIK 0001121908 0.830 73 0.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.7 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 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.7 0.1% 3 +0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.6 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.6 0.4% 4 -0.2 pp -0.3 pp +0.1 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 0.5 0.3% 3 -0.2 pp -0.3 pp +0.3 pp +0.3 pp
☆Lombard Odier Asset Management (USA) Corp CIK 0001491719 0.015 77 0.5 0.2% 3 +0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Violich Capital Management, Inc. CIK 0001326766 0.684 122 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.4 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Appian Way Asset Management LP CIK 0001795816 0.000 0 0.0 0.0% 0 -12.3 pp -13.3 pp +0.0 pp +0.0 pp
☆T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
☆Slocum, Gordon & Co LLP CIK 0001993325 0.287 70 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 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
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Aperture Investors, LLC CIK 0001787596 0.152 82 0.0 0.0% 0 -0.2 pp -0.1 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 PCT). Qtrs Held counts distinct quarters this fund has actually held PCT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PCT position size. Δ columns are the percentage-point change in PCT'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