Signals

PSMT

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

Flow ranking

Rank#24372
Score / z-0.065 / -0.10
Consensus157.99 over 260 funds
Momentum0.16 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-0%
Short interest+8% / 4.3d

Forensics

Issuance as of 2026Q3
Accrual ratio-0.008
F-score
M-score
Net issuance81.8%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-17 Price David R A
2026-09-17 Bhatia Shweta A
2026-09-17 HILDEBRANDT JOHN D A
2026-09-17 Velasco Francisco A
2026-09-17 White Shari G. A
2026-09-17 Hernandez Gualberto A

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 814.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 375.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 342.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 234.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 229.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 224.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 210.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Black Creek Investment Management Inc. CIK 0001528593 0.701 27 188.2 10.6% 5 +1.2 pp +0.6 pp +0.8 pp +2.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 183.9 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 151.3 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 143.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pertento Partners LLP CIK 0001894571 0.801 14 119.8 8.6% 5 +0.2 pp +2.0 pp +2.5 pp +3.8 pp
Copeland Capital Management, LLC CIK 0001541743 0.466 265 119.1 2.4% 5 +0.3 pp +0.7 pp +0.7 pp +0.9 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 103.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 81.7 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 76.5 0.9% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 73.7 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 66.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 64.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 56.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 56.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 53.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Progeny 3, Inc. CIK 0001536006 0.774 29 53.2 2.7% 4 +0.6 pp +1.2 pp +1.3 pp +2.7 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 52.0 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 45.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 42.2 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 40.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 39.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 38.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 35.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 34.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 34.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 0001238990 0.383 164 33.5 1.7% 5 +0.2 pp +0.5 pp +0.5 pp +0.7 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 31.0 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 30.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
E. Ohman J:or Asset Management AB CIK 0002009396 0.686 465 30.7 0.7% 5 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 30.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 29.8 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 26.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 25.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 21.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 20.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 17.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 17.6 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 17.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 16.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 16.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lombard Odier Asset Management (Europe) Ltd CIK 0001535784 0.000 1 14.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 12.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 12.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURNEY CO/ CIK 0000940445 0.713 605 12.1 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 12.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 11.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 11.7 1.1% 5 +0.1 pp -0.5 pp -0.5 pp -0.4 pp
Nuveen, LLC CIK 0001871926 0.966 3735 11.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 11.3 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 11.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 10.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 10.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 10.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 10.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aubrey Capital Management Ltd CIK 0001730754 0.021 39 8.1 5.1% 2 +4.0 pp +5.1 pp +5.1 pp +5.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 8.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 8.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Informed Momentum Co LLC CIK 0001510989 0.009 268 7.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 7.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 7.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nitorum Capital, L.P. CIK 0001630243 0.425 23 6.2 4.2% 5 +0.0 pp -0.1 pp +0.5 pp +0.9 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 5.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 5.4 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 5.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
PEAK6 LLC CIK 0001389958 0.149 850 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OAK RIDGE INVESTMENTS LLC CIK 0001054554 0.367 170 4.8 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 4.7 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 4.5 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 4.2 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hodges Capital Management Inc. CIK 0001337263 0.208 223 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 4.1 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 4.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
DDD Partners, LLC CIK 0001729673 0.504 164 3.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Hedeker Wealth, LLC CIK 0001633910 0.371 92 3.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Linden Thomas Advisory Services, LLC CIK 0001965702 0.218 542 3.7 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 3.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 3.6 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 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 3.0 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 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 2.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cumberland Partners Ltd CIK 0001578985 0.443 153 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WITTENBERG INVESTMENT MANAGEMENT, INC. CIK 0001697790 0.668 78 2.3 0.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.1 0.0% 7 -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 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kendall Capital Management CIK 0001731372 0.288 236 2.1 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.8 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 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 1.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.5 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 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Alan B Lancz & Associates, Inc. CIK 0001897835 0.171 138 1.5 1.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Koa Wealth Management, LLC CIK 0002022118 0.435 54 1.4 1.0% 3 +0.2 pp +0.3 pp +1.0 pp +1.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 1.3 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 1.3 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 1.2 0.0% 4 -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 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.2 0.0% 2 -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 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 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 PSMT). Qtrs Held counts distinct quarters this fund has actually held PSMT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PSMT position size. Δ columns are the percentage-point change in PSMT'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