Signals

R

484 in-universe funds with a nonzero position in R within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23709
Score / z-0.038 / -0.06
Consensus168.07 over 296 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
VANGUARD GROUP INC CIK 0000102909 0.000 0 920.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 748.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 545.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 350.7 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 349.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 306.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 181.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 166.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 163.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 137.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 134.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 132.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
FMR LLC CIK 0000315066 0.989 5571 122.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 110.8 0.1% 2 -0.0 pp +0.1 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 107.9 0.0% 4 +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 104.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 90.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 88.7 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 78.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 75.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 63.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
HG Vora Capital Management, LLC CIK 0001525362 0.677 5 63.2 8.6% 2 -2.6 pp +8.6 pp +8.6 pp +8.6 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 56.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 50.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 47.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 40.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 38.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 37.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 37.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 32.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 31.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 29.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 29.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 28.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 26.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 26.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 24.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 21.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 21.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 20.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 19.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 19.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PACIFIC HEIGHTS ASSET MANAGEMENT LLC CIK 0001323414 0.720 77 18.9 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 18.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 17.1 0.0% 2 +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 15.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 15.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 15.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 15.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 14.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 14.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 13.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nippon Life Global Investors Americas, Inc. CIK 0001040190 0.445 101 13.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Cambria Investment Management, L.P. CIK 0001529389 0.167 731 13.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 12.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 11.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 11.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 10.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 10.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cambridge Financial Group, Inc. CIK 0001334199 0.293 33 10.1 3.9% 2 +0.5 pp +3.9 pp +3.9 pp +3.9 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 9.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 9.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 9.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 9.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 9.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Allworth Financial LP CIK 0001555170 0.907 5124 8.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phocas Financial Corp. CIK 0001356783 0.164 153 8.5 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 8.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 7.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 6.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meiji Yasuda Asset Management Co Ltd. CIK 0001491685 0.417 596 5.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 5.5 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 5.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 5.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 3.9 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 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 3.8 3.4% 4 +0.6 pp +0.7 pp +0.5 pp +3.4 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vectors Research Management, LLC CIK 0001750557 0.310 148 3.5 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Amundi CIK 0001330387 0.000 1 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 3.4 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 3.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Community Bank of Raymore CIK 0001599923 0.387 76 3.2 2.2% 2 -0.4 pp +2.2 pp +2.2 pp +2.2 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kendall Capital Management CIK 0001731372 0.288 236 2.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Walleye Trading LLC CIK 0001388391 0.179 946 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 2.4 0.0% 2 +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 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 2.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 2.0 0.0% 2 +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 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 2.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 1.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Genus Capital Management Inc. CIK 0001532385 0.111 204 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW MEXICO EDUCATIONAL RETIREMENT BOARD CIK 0000862469 0.617 908 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp +0.0 pp
Petrus Trust Company, LTA CIK 0001473429 0.706 27 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
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 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 +0.0 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
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 R). Qtrs Held counts distinct quarters this fund has actually held R (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its R position size. Δ columns are the percentage-point change in R's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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