Signals

POOL

659 in-universe funds with a nonzero position in POOL within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#20632
Score / z0.000 / -0.02
Consensus208.13 over 381 funds
Momentumnot computed

Price & positioning

225 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

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
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,277.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BERKSHIRE HATHAWAY INC (BRK-A, BRK-B) CIK 0001067983 0.997 29 1,008.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 952.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 644.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 642.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 460.2 0.0% 1 +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 358.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 289.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 203.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 179.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 170.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 164.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 145.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 143.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
WASATCH ADVISORS LP CIK 0000814133 0.571 219 136.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 133.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 127.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 119.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 118.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 115.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 113.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 113.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 109.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 107.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 104.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 103.2 0.0% 2 -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 94.9 0.0% 1 +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 91.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 91.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 88.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 85.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 82.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 78.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 78.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Findlay Park Partners LLP CIK 0001351950 0.605 49 71.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 70.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 70.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 69.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 62.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 62.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 57.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 56.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 54.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EULAV Asset Management CIK 0001540826 0.373 152 54.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 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 54.0 0.0% 2 -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 53.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 53.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 52.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 46.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 45.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALEDONIA INVESTMENTS PLC CIK 0001037766 0.905 15 44.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Nuveen, LLC CIK 0001871926 0.966 3735 44.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 41.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 39.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
VILLERE ST DENIS J & CO LLC CIK 0001113629 0.482 85 37.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 34.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 33.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 32.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Stephens Investment Management Group LLC CIK 0001314440 0.460 176 32.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Formuepleje A/S CIK 1801212 0.374 96 31.8 1.8% 3 +0.0 pp +0.0 pp +1.8 pp +1.8 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 30.7 0.0% 1 +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 28.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 28.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 27.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 27.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 26.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 25.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 25.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Copeland Capital Management, LLC CIK 0001541743 0.466 265 24.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Capital World Investors CIK 0001422849 0.974 637 24.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Premier Fund Managers Ltd CIK 0001673907 0.066 174 23.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 23.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 22.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 21.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 20.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 20.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 20.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 20.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 19.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 19.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 18.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 17.5 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 16.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.547 888 15.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 15.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 15.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 14.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 14.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 14.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 13.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 13.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 12.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 11.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 10.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
TOKIO MARINE ASSET MANAGEMENT CO LTD CIK 0001504169 0.627 632 10.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Sone Capital Management, LLC CIK 0002026215 0.034 108 10.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JGP Wealth Management, LLC CIK 0001748278 0.652 231 9.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICE HALL JAMES & ASSOCIATES, LLC CIK 0001230765 0.367 240 9.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WEDGEWOOD PARTNERS INC CIK 0000859804 0.654 18 9.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 9.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 8.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AVIVA PLC CIK 0001140022 0.925 854 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 8.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 6.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 5.8 0.0% 1 +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 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ACADEMY CAPITAL MANAGEMENT CIK 0001031972 0.782 36 5.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 4.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospect Capital Advisors, LLC CIK 0001632368 0.325 30 4.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
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Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANZ SE CIK 0001127508 0.910 519 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 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 POOL). Qtrs Held counts distinct quarters this fund has actually held POOL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its POOL position size. Δ columns are the percentage-point change in POOL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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