Signals

PRI

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

Flow ranking

Rank#24425
Score / z-0.075 / -0.11
Consensus183.84 over 326 funds
Momentum-0.29 =

Price & positioning

226 cached closes, trailing year
Drawdown-1%
Short interest-2% / 4.5d

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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 848.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 802.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 786.8 2.4% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 521.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 402.1 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 295.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 257.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Brave Warrior Advisors, LLC CIK 0001553733 0.902 40 246.1 5.4% 5 -0.1 pp +0.6 pp +0.5 pp +0.2 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 213.2 0.1% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 190.8 0.3% 5 -0.4 pp -0.5 pp -0.8 pp -0.9 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 187.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIDUCIARY MANAGEMENT INC /WI/ CIK 0000764532 0.570 56 151.8 2.2% 5 +0.0 pp +0.4 pp +0.4 pp +0.9 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 150.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LYRICAL ASSET MANAGEMENT LP CIK 0001542302 0.853 41 137.8 1.7% 5 -0.2 pp -0.1 pp -0.5 pp -0.3 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 122.0 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 113.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 106.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 99.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 91.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 83.2 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 79.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Life Cycle Investment Partners Ltd CIK 0002072459 0.834 158 75.0 0.3% 2 -0.0 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 74.3 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 72.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 69.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 62.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Quantum Capital Management, LLC / NJ CIK 0001513125 0.717 35 61.1 7.7% 5 -0.4 pp +0.1 pp +0.6 pp +0.7 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 56.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 53.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 53.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 49.2 0.1% 5 +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 48.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 46.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 40.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ACADEMY CAPITAL MANAGEMENT CIK 0001031972 0.782 36 36.9 4.9% 5 +0.2 pp +0.3 pp -0.4 pp -0.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 34.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PhiloSmith Capital Corp CIK 0001942361 0.834 23 33.4 9.1% 5 +0.6 pp +0.7 pp -0.0 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 31.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Arbejdsmarkedets Tillaegspension CIK 0002105395 0.283 164 30.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Nuveen, LLC CIK 0001871926 0.966 3735 29.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 27.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 27.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EULAV Asset Management CIK 0001540826 0.373 152 27.0 0.9% 5 +0.2 pp +0.5 pp +0.6 pp +0.6 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 26.8 0.0% 6 +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 26.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 25.3 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 24.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 24.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copeland Capital Management, LLC CIK 0001541743 0.466 265 24.5 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 22.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 21.7 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 20.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 18.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 18.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 17.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 17.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 17.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 17.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 17.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 14.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 14.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 13.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 13.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gator Capital Management, LLC CIK 0001570284 0.259 67 13.4 2.9% 5 -0.1 pp +2.3 pp +2.8 pp +2.8 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 12.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 12.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Artemis Investment Management LLP CIK 0001535385 0.328 213 11.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Running Oak Capital LLC CIK 0001803994 0.162 59 11.1 1.9% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 11.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 10.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 10.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 10.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 9.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 9.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 9.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 9.0 0.3% 1 +0.3 pp -0.0 pp -0.1 pp -0.1 pp
Callahan Advisors, LLC CIK 0001395055 0.520 181 8.8 0.7% 3 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 8.8 0.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 8.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 8.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 8.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.1 pp
Vest Financial, LLC CIK 0001709632 0.555 420 7.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 7.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Man Group plc CIK 0001637460 0.631 2032 7.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 7.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 7.5 0.1% 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 7.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 7.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 7.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 7.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 6.6 0.2% 1 +0.2 pp -0.2 pp +0.2 pp +0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 6.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 6.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 5.9 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 5.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 5.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 5.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 5.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 5.4 0.5% 5 -0.2 pp -0.2 pp -0.4 pp -0.4 pp
NORGES BANK CIK 0001374170 0.994 1617 5.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 0.253 292 5.0 0.4% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
JLB & ASSOCIATES INC CIK 0001085227 0.383 68 5.0 0.7% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 4.9 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prana Capital Management, LP CIK 0001710951 0.303 118 4.7 0.1% 5 -0.0 pp -0.5 pp -0.5 pp -0.4 pp
Sovereign's Capital Management, LLC CIK 0001911637 0.174 70 4.6 3.1% 5 +0.1 pp +0.4 pp +0.3 pp +0.4 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 4.4 1.1% 3 +0.4 pp +0.4 pp +1.1 pp +1.1 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.4 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 4.3 0.0% 7 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 4.2 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 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 3.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 3.7 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 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 3.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 3.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 2.9 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 2.8 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 2.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 2.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 2.6 1.0% 3 +0.3 pp +0.3 pp +1.0 pp +1.0 pp
ALPINE WOODS CAPITAL INVESTORS, LLC CIK 0001226886 0.125 218 2.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 2.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Inspire Advisors, LLC CIK 0001810558 0.442 725 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 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.3 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 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 +0.0 pp -0.1 pp -0.1 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
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 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 -0.1 pp
Oak Thistle LLC CIK 0001755987 0.000 466 0.0 0.0% 0 -0.2 pp +0.0 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
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 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 PRI). Qtrs Held counts distinct quarters this fund has actually held PRI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PRI position size. Δ columns are the percentage-point change in PRI'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