Signals

PWR

2154 in-universe funds with a nonzero position in PWR within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24975
Score / z-2.730 / -3.30
Consensus566.56 over 1147 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 9,404.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 7,058.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 4,988.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 4,739.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PECONIC PARTNERS LLC CIK 0001050464 0.982 7 3,399.2 45.2% 5 -2.4 pp -5.0 pp -12.2 pp -15.4 pp
FMR LLC CIK 0000315066 0.989 5571 2,528.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 2,525.9 0.1% 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 2,284.5 0.1% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 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 1,664.3 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 1,444.5 0.2% 5 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1,400.6 0.8% 5 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
NORGES BANK CIK 0001374170 0.994 1617 1,389.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 1,381.1 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,265.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,153.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,116.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International Investors CIK 0001562230 0.968 446 1,056.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,044.4 0.2% 5 -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 960.1 0.8% 6 -0.4 pp -0.0 pp -0.1 pp -0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 870.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 869.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 826.4 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 801.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 720.4 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 671.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 661.8 0.8% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 620.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 620.1 0.9% 5 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 584.4 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 551.4 0.4% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SANDS CAPITAL MANAGEMENT, LLC CIK 0001020066 0.850 71 540.4 2.0% 3 +0.7 pp +1.3 pp +2.0 pp +2.0 pp
Employees Provident Fund Board CIK 0001600177 0.852 68 533.6 3.1% 7 +1.3 pp +2.8 pp +2.8 pp +2.8 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 519.7 0.2% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 515.4 0.3% 5 -0.2 pp -0.4 pp -0.2 pp -0.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 455.1 0.3% 4 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 417.6 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 397.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swedbank AB CIK 0000946431 0.941 696 377.1 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 361.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 358.6 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 347.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 343.7 0.1% 5 -0.1 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 338.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 332.4 1.3% 5 +0.5 pp +0.9 pp +0.9 pp +0.6 pp
Swiss National Bank CIK 0001582202 0.961 2301 304.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Winslow Capital Management, LLC CIK 0000900973 0.758 66 303.5 1.0% 4 -0.5 pp +0.1 pp +1.0 pp +1.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 302.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 288.7 1.1% 5 +0.1 pp +0.2 pp -0.2 pp -0.2 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 286.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 284.9 0.7% 7 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 282.1 0.7% 5 +0.1 pp -0.1 pp +0.3 pp +0.4 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 277.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 272.2 2.8% 5 +0.3 pp +1.1 pp +1.1 pp +1.2 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 266.7 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 264.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 256.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 255.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 251.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 242.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 238.7 0.8% 5 +0.0 pp +0.3 pp +0.4 pp +0.5 pp
Robeco Schweiz AG CIK 0001418427 0.613 126 235.1 3.8% 5 +0.0 pp +0.7 pp +0.8 pp +0.9 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 234.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 234.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 228.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 227.4 0.3% 5 -0.2 pp -0.0 pp -0.1 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 225.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 225.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Pension Service CIK 0001608046 0.956 552 224.6 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 223.3 0.7% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 212.1 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 209.8 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 207.9 0.1% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 206.6 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 205.0 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 204.9 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 199.0 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Munro Partners CIK 0001768744 0.213 59 198.9 4.5% 7 +2.8 pp +3.6 pp +3.6 pp +3.9 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 195.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 187.6 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
REAVES W H & CO INC CIK 0000740913 0.781 94 177.3 2.7% 5 +0.4 pp +0.7 pp +0.7 pp +0.4 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 171.9 1.3% 5 +0.1 pp +0.4 pp +0.4 pp +0.5 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 164.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 162.2 0.2% 5 +0.2 pp -0.1 pp -0.1 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 162.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 161.8 0.4% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 159.6 1.8% 5 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 153.5 0.7% 5 +0.1 pp +0.4 pp +0.4 pp +0.7 pp
ABN AMRO Bank N.V. CIK 0001561082 0.622 231 136.5 1.8% 5 -0.3 pp +0.1 pp +1.4 pp +1.6 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 136.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Gladstone Capital Management LLP CIK 0001353394 0.646 40 129.8 12.8% 3 +0.3 pp +5.0 pp +12.8 pp +12.8 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 127.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 124.5 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 123.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 122.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 121.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 118.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 118.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sarasin & Partners LLP CIK 0001510481 0.875 94 118.6 1.4% 5 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
Aberdeen Group plc CIK 0001716774 0.934 934 118.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 118.1 0.1% 7 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 117.6 0.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 111.2 0.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 110.8 0.2% 7 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 109.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 108.9 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 106.7 0.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 104.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 104.2 1.2% 5 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 104.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 103.6 0.5% 4 +0.1 pp -0.0 pp +0.0 pp +0.5 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 101.7 7.6% 5 +0.5 pp +2.1 pp +2.1 pp +1.8 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 101.0 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 97.8 0.5% 6 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 97.4 1.1% 5 +0.2 pp +0.6 pp +0.4 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 96.5 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 94.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 94.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 93.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 92.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 89.0 0.8% 7 +0.4 pp +0.5 pp +0.4 pp +0.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 88.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 88.5 0.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Raiffeisen Bank International AG CIK 0002044885 0.723 593 86.5 1.0% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
NZS Capital, LLC CIK 0001816616 0.629 61 86.2 2.2% 5 +0.5 pp +0.9 pp +0.9 pp +1.5 pp
ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 82.5 4.2% 5 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
NEVILLE RODIE & SHAW INC CIK 0000071210 0.609 244 80.3 5.2% 5 +0.4 pp +1.3 pp +1.2 pp +1.3 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 80.1 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 79.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 78.0 1.4% 5 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 76.2 2.4% 5 +0.4 pp +0.0 pp +0.1 pp +1.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 75.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 74.5 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
Defiance ETFs, LLC CIK 0001732541 0.057 384 73.8 1.0% 2 +0.7 pp +1.0 pp +1.0 pp +1.0 pp
AMI ASSET MANAGEMENT CORP CIK 0001369702 0.566 99 73.0 4.2% 5 -0.8 pp -0.6 pp -0.5 pp -0.3 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 72.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 72.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 72.2 0.8% 2 +0.1 pp +0.8 pp +0.2 pp +0.2 pp
PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 72.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 71.7 1.1% 5 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
ZEVENBERGEN CAPITAL INVESTMENTS LLC CIK 0001276918 0.659 109 71.7 1.6% 5 +0.1 pp +0.7 pp +0.8 pp +0.8 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 70.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 69.6 0.9% 5 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 69.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 68.8 4.0% 5 +0.5 pp +1.4 pp +0.8 pp +0.9 pp
EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 67.1 0.9% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
Energy Income Partners, LLC CIK 0001388814 0.832 88 66.8 1.0% 5 -0.1 pp -0.6 pp -1.4 pp -1.4 pp
Stack Financial Management, Inc CIK 0001308685 0.637 54 66.7 5.2% 5 -0.0 pp +1.0 pp +0.7 pp +0.7 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 65.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 65.7 0.9% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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Reliant Investment Management, LLC CIK 0001517429 0.188 55 18.0 6.4% 5 -0.5 pp +1.9 pp +2.1 pp +1.9 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 17.9 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 17.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MCRAE CAPITAL MANAGEMENT INC CIK 0000320376 0.390 112 17.7 3.5% 5 +0.3 pp +0.2 pp -0.2 pp -0.4 pp
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Covenant Asset Management, LLC CIK 0001697717 0.396 145 17.6 3.1% 5 +0.3 pp +1.1 pp +1.2 pp +1.2 pp
BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 17.5 1.1% 4 +0.2 pp +0.5 pp +0.5 pp +1.1 pp
Spire Wealth Management CIK 0001858740 0.515 2226 17.5 0.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 17.2 0.1% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 16.7 1.6% 5 -0.1 pp -0.1 pp -0.2 pp -1.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 16.7 0.4% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 16.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMJ Financial Wealth Management CIK 0001801585 0.571 83 16.4 3.9% 5 +0.0 pp +0.9 pp +0.9 pp +1.2 pp
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MAI Capital Management CIK 0001040197 0.725 1889 16.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 16.2 0.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 16.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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EFG International AG CIK 0002109868 0.615 1088 16.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 16.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 16.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 16.0 0.8% 5 -0.1 pp -0.0 pp -0.2 pp +0.3 pp
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PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 15.7 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
OAK RIDGE INVESTMENTS LLC CIK 0001054554 0.367 170 15.7 0.9% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 15.6 0.4% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
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ABNER HERRMAN & BROCK LLC CIK 0001038661 0.450 111 14.7 1.4% 4 +0.2 pp +0.6 pp +0.8 pp +1.4 pp
Avalon Trust Co CIK 0001798150 0.724 462 14.7 0.9% 5 -1.4 pp -1.6 pp -1.6 pp -1.7 pp
AustralianSuper Pty Ltd CIK 0001694164 0.632 288 14.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 14.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 14.6 1.9% 5 +0.2 pp +0.6 pp +0.6 pp +0.5 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 14.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SYCOMORE ASSET MANAGEMENT CIK 0001728681 0.264 72 14.4 1.5% 5 +0.7 pp +0.6 pp +0.6 pp +0.7 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 14.4 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Encompass Capital Advisors LLC CIK 0001541901 0.063 53 14.4 0.6% 2 -0.7 pp +0.6 pp +0.6 pp -1.3 pp
Zweig-DiMenna Associates LLC CIK 0001533950 0.164 70 14.3 1.3% 5 +0.1 pp -1.7 pp -1.9 pp -2.6 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 14.3 0.2% 1 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 14.3 0.8% 5 +0.4 pp +0.5 pp +0.6 pp +0.5 pp
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CARDEROCK CAPITAL MANAGEMENT INC CIK 0001168889 0.311 67 14.1 3.1% 5 -0.0 pp +0.7 pp +0.6 pp +0.8 pp
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Man Group plc CIK 0001637460 0.631 2032 14.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 13.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 13.3 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
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SFE Investment Counsel CIK 0001317784 0.355 149 12.4 1.7% 5 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
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11 Capital Partners LP CIK 0001801172 0.274 20 12.2 3.6% 5 +0.6 pp -3.0 pp -2.7 pp +0.6 pp
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EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 9.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 1 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Three Bearings Fiduciary Advisors, Inc. CIK 2140230 0.497 312 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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1015 Capital Partners, LLC CIK 0002133991 0.252 609 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seneschal Advisors, LLC CIK 0002039659 0.657 596 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mechanics Financial Corp CIK 0001821336 0.408 296 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Sankala Group LLC CIK 0002113426 0.123 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cordant, Inc. CIK 0001830942 0.704 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
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Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Oak Harvest Investment Services CIK 0001839430 0.239 160 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
Sellwood Investment Partners LLC CIK 0001763958 0.770 59 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Volterra Technologies LP CIK 0001833567 0.000 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Webs Creek Capital Management LP CIK 0001825309 0.532 13 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -5.6 pp
Arosa Capital Management LP CIK 0001596053 0.000 22 0.0 0.0% 0 -3.4 pp +0.0 pp -3.5 pp +0.0 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -1.7 pp -1.3 pp -1.3 pp -1.1 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
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Genus Capital Management Inc. CIK 0001532385 0.111 204 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
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Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
VCI Wealth Management LLC CIK 0002009388 0.229 99 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
M&G Plc CIK 0001802539 0.820 370 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Zimmer Partners, LP CIK 0001565854 0.202 112 0.0 0.0% 0 -0.2 pp -1.0 pp -0.4 pp -0.5 pp
SAGE ADVISORS, LLC CIK 0002032121 0.464 48 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
4D Advisors, LLC CIK 0001938268 0.008 37 0.0 0.0% 0 +0.0 pp -2.0 pp -2.2 pp -3.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
BROWN CAPITAL MANAGEMENT LLC CIK 0000885062 0.121 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Bornite Capital Management LP CIK 0001800641 0.000 20 0.0 0.0% 0 +0.0 pp -6.4 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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HighVista Strategies LLC CIK 0001335325 0.080 147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.9 pp
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TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
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SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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JOHO CAPITAL LLC CIK 0001106500 0.812 10 0.0 0.0% 0 +0.0 pp -0.4 pp -8.6 pp -12.2 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Perbak Capital Partners LLP CIK 0001968437 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPITAL & PLANNING, LLC CIK 0002053750 0.593 45 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.9 pp -0.7 pp -0.7 pp -0.7 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Alphadyne Asset Management LP CIK 0001535943 0.000 204 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
EMERALD ADVISERS, LLC CIK 0001015083 0.164 237 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
SRN Advisors, LLC CIK 0001872370 0.066 98 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.5 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Parkwood LLC CIK 0001597823 0.291 71 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Symmetry Investments LP CIK 0001691919 0.056 112 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp -0.1 pp
LWM Advisory Services, LLC CIK 0001697716 0.020 80 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.5 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 PWR). Qtrs Held counts distinct quarters this fund has actually held PWR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PWR position size. Δ columns are the percentage-point change in PWR'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