Signals

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☆PLUS

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

Flow ranking

Rank#20964
Score / z0.000 / -0.02
Consensus105.32 over 177 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2027Q1
Accrual ratio-0.025
F-score7
M-score—
Net issuance-1.2%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-16 RAIGUEL DARREN S 10b5-1 S $12,321
2026-09-16 RAIGUEL DARREN S 10b5-1 S $658

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
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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 337.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆River Road Asset Management, LLC CIK 0001341401 0.545 175 131.7 1.5% 5 +0.1 pp -0.1 pp +0.2 pp +0.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 113.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 96.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 95.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 88.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 76.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AltraVue Capital, LLC CIK 0001740837 0.784 26 75.8 5.5% 5 -0.5 pp -1.8 pp -0.4 pp -0.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 65.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 63.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 60.7 0.0% 5 +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 54.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 49.6 1.1% 5 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 37.0 0.2% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 32.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ophir Asset Management Pty Ltd CIK 0001844640 0.174 36 31.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 30.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 26.0 0.7% 4 -0.0 pp +0.2 pp +0.6 pp +0.7 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 23.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NEUMEIER POMA INVESTMENT COUNSEL LLC CIK 0001044936 0.451 42 22.9 1.6% 3 -0.1 pp -0.5 pp +1.6 pp +1.6 pp
☆LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 21.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 20.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 19.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 19.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 19.2 0.0% 5 -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 18.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Swedbank AB CIK 0000946431 0.941 696 16.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tributary Capital Management, LLC CIK 0001441888 0.323 135 16.0 1.3% 4 -0.0 pp -0.1 pp +0.3 pp +1.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 14.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 14.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 13.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 12.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 12.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 10.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 10.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 10.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 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 9.8 0.0% 6 -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 9.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EULAV Asset Management CIK 0001540826 0.373 152 9.3 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 8.5 0.0% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 8.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 8.5 0.3% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 7.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Legato Capital Management LLC CIK 0001442641 0.058 678 7.2 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 6.9 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bridge City Capital, LLC CIK 0001713521 0.134 114 6.7 1.5% 5 +0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 6.7 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 5.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vest Financial, LLC CIK 0001709632 0.555 420 5.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HERALD INVESTMENT MANAGEMENT Ltd CIK 0001512022 0.228 92 5.6 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 5.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 5.2 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Door Asset Management, LLC CIK 0001909147 0.210 18 4.9 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 4.4 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 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 3.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 3.4 0.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAMPBELL NEWMAN ASSET MANAGEMENT INC CIK 0000874791 0.529 99 2.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 2.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ICON ADVISERS INC/CO CIK 0001058470 0.054 195 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2.4 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Polaris Capital Management, LLC CIK 0001316926 0.455 84 2.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 2.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 1.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 1.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DENALI ADVISORS LLC CIK 0001142941 0.174 318 1.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 1.5 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 1.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pacific Ridge Capital Partners, LLC CIK 0001591546 0.211 134 1.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 1.1 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 1.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AZZAD ASSET MANAGEMENT INC /ADV CIK 0001121914 0.222 351 1.0 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 0.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.9 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 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Investing, LLC CIK 0001670139 0.034 1266 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Amundi CIK 0001330387 0.000 1 0.7 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 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.7 0.0% 5 -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 0.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Watershed Asset Management, L.L.C. CIK 0001315926 0.037 116 0.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.5 0.0% 2 -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 0.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Advisory Advocates, LLC CIK 0002111697 0.056 188 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 0.5 0.0% 2 +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 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Storgate, LLC CIK 0002110835 0.075 351 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVIVA PLC CIK 0001140022 0.925 854 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
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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 PLUS). Qtrs Held counts distinct quarters this fund has actually held PLUS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PLUS position size. Δ columns are the percentage-point change in PLUS'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