Signals

QSR

547 in-universe funds with a nonzero position in QSR within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#21840
Score / z-0.000 / -0.01
Consensus189.01 over 329 funds
Momentumnot computed

Price & positioning

226 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
Capital World Investors CIK 0001422849 0.974 637 2,969.8 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Pershing Square Capital Management, L.P. CIK 0001336528 0.963 11 1,560.2 10.0% 3 +0.0 pp -1.1 pp +10.0 pp +10.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,265.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
EdgePoint Investment Group Inc. CIK 0001481669 0.920 39 1,135.8 9.3% 3 +2.2 pp +2.8 pp +9.3 pp +9.3 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,090.7 0.0% 3 +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 1,038.6 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 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 575.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 541.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 513.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 466.6 1.5% 3 +0.5 pp +0.5 pp +1.5 pp +1.5 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 378.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 365.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 302.3 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
DAVIS SELECTED ADVISERS CIK 0001036325 0.905 112 274.3 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
NORGES BANK CIK 0001374170 0.994 1617 260.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 260.5 0.3% 3 -0.0 pp -0.5 pp +0.3 pp +0.3 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 259.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 251.7 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 236.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 225.7 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
Meritage Group LP CIK 0001427119 0.947 12 218.4 6.8% 3 +0.8 pp +0.8 pp +6.8 pp +6.8 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 217.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 187.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 172.2 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Canoe Financial LP CIK 0001908219 0.716 110 169.9 2.3% 3 -0.0 pp -0.1 pp +2.3 pp +2.3 pp
Corvex Management LP CIK 0001535472 0.803 24 164.3 5.5% 3 -0.1 pp +3.0 pp +5.5 pp +5.5 pp
Capital Research Global Investors CIK 0001422848 0.983 426 139.2 0.0% 3 +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 138.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 124.7 0.1% 4 +0.0 pp -0.0 pp -0.3 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 115.7 0.0% 4 +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 100.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 99.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 96.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 90.4 0.2% 3 -0.2 pp -0.3 pp +0.2 pp +0.2 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 86.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Duquesne Family Office LLC CIK 0001536411 0.000 86 82.5 2.0% 3 +0.1 pp +0.7 pp +2.0 pp +2.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 81.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 80.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 68.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 68.3 2.6% 3 +0.1 pp -0.3 pp +2.6 pp +2.6 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 66.2 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 65.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 64.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 60.2 1.8% 3 -0.5 pp -0.9 pp +1.8 pp +1.8 pp
River Road Asset Management, LLC CIK 0001341401 0.545 175 58.9 0.6% 3 -0.4 pp -0.1 pp +0.6 pp +0.6 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 57.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Swiss National Bank CIK 0001582202 0.961 2301 56.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 56.3 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 47.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 43.8 3.7% 3 -1.1 pp +0.3 pp +3.7 pp +3.7 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 41.3 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 38.9 0.1% 3 +0.1 pp -0.2 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 38.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CONTINENTAL GRAIN CO CIK 0000929607 0.921 4 38.2 11.4% 3 +1.0 pp +0.9 pp +11.4 pp +11.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 35.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 34.4 1.0% 3 -0.5 pp -0.6 pp +1.0 pp +1.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 34.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 34.1 0.9% 3 -0.0 pp -0.2 pp +0.9 pp +0.9 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 33.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital International Sarl CIK 0001065349 0.698 287 32.2 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 31.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 30.1 0.9% 3 +0.0 pp -0.2 pp +0.9 pp +0.9 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 29.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 29.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 27.7 0.1% 1 +0.1 pp -0.2 pp +0.1 pp +0.1 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.313 480 26.4 1.9% 3 -0.7 pp -0.8 pp +1.9 pp +1.9 pp
MIC Capital Management UK LLP CIK 0001889830 0.805 16 26.4 6.0% 3 +1.0 pp +0.9 pp +6.0 pp +6.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 25.7 0.7% 3 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 25.5 1.7% 3 +0.1 pp -0.3 pp +1.7 pp +1.7 pp
Man Group plc CIK 0001637460 0.631 2032 24.7 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 24.2 0.0% 3 -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 24.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baskin Financial Services Inc. CIK 0001511098 0.683 54 23.9 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
SEVEN GRAND MANAGERS, LLC CIK 0001909126 0.028 176 23.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 22.4 1.9% 3 +0.2 pp +0.1 pp +1.9 pp +1.9 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 22.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 20.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 20.4 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
CAPITAL INTERNATIONAL LTD /CA/ CIK 0001065350 0.588 150 19.7 0.7% 3 +0.2 pp +0.1 pp +0.7 pp +0.7 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 19.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Soroban Capital Partners LP CIK 0001517857 0.964 23 19.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 18.7 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 17.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 17.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 16.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Hook Mill Capital Partners, LP CIK 0001943395 0.163 37 15.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 13.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 13.4 0.0% 3 +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 13.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 12.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 12.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 12.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 11.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 11.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 11.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 10.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 10.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 10.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 10.4 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 10.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 10.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 10.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 9.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 9.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 8.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 8.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 8.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 6.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AIA Group Ltd CIK 0001522877 0.800 324 6.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 6.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 5.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 5.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 5.3 1.1% 3 -0.5 pp -0.1 pp +1.1 pp +1.1 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 5.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 4.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 4.8 1.8% 3 +0.4 pp +0.5 pp +1.8 pp +1.8 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 4.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 4.5 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 4.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Group Investment Management Pte. Ltd. CIK 0001939970 0.342 143 4.0 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 4.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 4.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 3.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 3.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 3.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NICHOLS & PRATT ADVISERS LLP /MA CIK 0001141781 0.760 109 3.7 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Utah Retirement Systems CIK 0001548392 0.790 1027 3.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 3.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 3.4 0.0% 3 -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 3.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INKWELL CAPITAL LLC CIK 0002050138 0.217 31 3.4 3.4% 3 +0.1 pp -0.2 pp +3.4 pp +3.4 pp
Machina Capital S.A.S. CIK 0001744373 0.008 368 3.3 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
ALTA CAPITAL MANAGEMENT LLC/ CIK 0001093589 0.591 109 3.2 0.2% 3 -0.3 pp -0.3 pp +0.2 pp +0.2 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 2.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FOUNDERS CAPITAL MANAGEMENT, LLC CIK 0001585828 0.793 79 2.9 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
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111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.376 177 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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
S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capricorn Fund Managers Ltd CIK 0001901361 0.009 167 0.0 0.0% 0 -1.5 pp -2.3 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Cumberland Partners Ltd CIK 0001578985 0.443 153 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capula Management Ltd CIK 0001557017 0.915 303 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIG North Trading, ULC CIK 0001868643 0.319 79 0.0 0.0% 0 -0.1 pp -0.5 pp +0.0 pp +0.0 pp
BAUPOST GROUP LLC/MA CIK 0001061768 0.000 23 0.0 0.0% 0 -11.0 pp -6.5 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.1 pp -0.0 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
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Delta Global Management LP CIK 0001992724 0.029 149 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Andra AP-fonden CIK 0001535452 0.270 396 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Seascape Capital Management CIK 0001418342 0.319 96 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 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
Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 0.0 0.0% 0 +0.0 pp -0.1 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
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Galibier Capital Management Ltd. CIK 0001765768 0.684 38 0.0 0.0% 0 -4.0 pp -4.2 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SL ADVISORS, LLC CIK 0001680365 0.506 32 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
RDST Capital LLC CIK 0001912187 0.448 18 0.0 0.0% 0 +0.0 pp -6.4 pp +0.0 pp +0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.1 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 QSR). Qtrs Held counts distinct quarters this fund has actually held QSR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QSR position size. Δ columns are the percentage-point change in QSR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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