Signals

RBA

475 in-universe funds with a nonzero position in RBA within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1694
Score / z0.000 / -0.02
Consensus171.45 over 298 funds
Momentumnot computed

Price & positioning

227 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

Score+0.00
Buys / cluster sells0 / 0

8-K events

Negative / total0 / 2
FiledFormItems
2026-09-15 8-K 8.01, 9.01
2026-08-04 8-K 2.02, 8.01, 9.01
2026-05-18 8-K 8.01, 9.01
2026-05-04 8-K 2.02, 8.01, 9.01
2026-05-01 8-K 5.07
2026-04-23 8-K 8.01, 9.01
2026-03-16 8-K 5.02
2026-03-16 8-K 8.01, 9.01
2026-03-09 8-K 8.01, 9.01
2026-03-04 8-K 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

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 2,676.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,611.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 1,064.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FIL Ltd CIK 0000318989 0.878 1140 987.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
EdgePoint Investment Group Inc. CIK 0001481669 0.920 39 731.9 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 694.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 660.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Franchise Partners LLP CIK 0001483866 0.955 26 605.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 482.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 411.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
FMR LLC CIK 0000315066 0.989 5571 408.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 368.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Boston Partners CIK 0001386060 0.833 802 336.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
COOKE & BIELER LP CIK 0000024386 0.694 100 308.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 297.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 258.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 255.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 216.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 187.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 175.2 0.2% 1 +0.2 pp +0.2 pp +0.2 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 156.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 155.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 141.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 141.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAMLYN CAPITAL, LLC CIK 0001421097 0.327 77 137.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 132.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Canoe Financial LP CIK 0001908219 0.715 110 131.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 124.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 122.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 121.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 120.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 114.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 108.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 106.4 0.1% 1 +0.1 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 102.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 99.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 99.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Champlain Investment Partners, LLC CIK 0001315478 0.213 129 92.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 90.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 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 86.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 82.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 81.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 79.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 79.1 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 74.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Third Point LLC CIK 0001040273 0.205 42 73.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 73.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 72.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 70.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Candlestick Capital Management LP CIK 0001789779 0.000 0 64.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 62.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 59.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 55.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 53.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 51.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 50.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 50.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Nuveen, LLC CIK 0001871926 0.966 3735 50.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 45.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 44.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KENSICO CAPITAL MANAGEMENT CORP CIK 0001113000 0.961 25 44.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
QV Investors Inc. CIK 0001570253 0.548 68 43.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 41.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 39.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 39.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 36.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 35.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 32.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nitorum Capital, L.P. CIK 0001630243 0.425 23 32.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Woodline Partners LP CIK 0001784547 0.424 1011 28.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 28.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 28.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Starboard Value LP CIK 0001517137 0.869 21 26.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 26.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 26.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 25.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFJ INVESTMENT GROUP, LLC CIK 0001862664 0.181 208 25.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 25.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 24.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 24.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 23.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 23.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 23.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 20.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 20.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 19.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 19.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Oasis Management Co Ltd. CIK 0001317904 0.522 104 19.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
12th Street Asset Management Company, LLC CIK 0001633703 0.411 32 19.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 18.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 18.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 17.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 17.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 17.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Running Oak Capital LLC CIK 0001803994 0.162 59 17.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 17.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD CIK 0001914472 0.157 37 16.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 14.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arvin Capital Management LP CIK 0001961738 0.000 32 13.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 13.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Korea Investment CORP CIK 0001441689 0.896 677 13.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 12.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 12.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PCJ Investment Counsel Ltd. CIK 0001426318 0.110 62 11.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 11.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 11.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 10.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 10.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Dundas Partners LLP CIK 0001742418 0.708 31 10.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 9.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICE HALL JAMES & ASSOCIATES, LLC CIK 0001230765 0.367 240 8.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triasima Portfolio Management inc. CIK 0001938757 0.172 127 8.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 7.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 7.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bullseye Asset Management LLC CIK 0001513779 0.127 56 7.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
LPL Financial LLC CIK 0001403438 0.957 5996 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 7.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 6.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Drystone LLC CIK 0001910462 0.713 18 6.6 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Long Road Investment Counsel, LLC CIK 0001620081 0.464 80 6.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Investment Management Ltd. CIK 0001904373 0.077 33 5.8 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Castle Hook Partners LP CIK 0001687241 0.157 66 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Audent Global Asset Management, LLC CIK 0001834874 0.165 46 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -2.2 pp -2.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 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 RBA). Qtrs Held counts distinct quarters this fund has actually held RBA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RBA position size. Δ columns are the percentage-point change in RBA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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