Signals

RCI

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

Flow ranking

Rank#712
Score / z0.161 / 0.24
Consensus113.34 over 182 funds
Momentumno 12m return

Price & positioning

225 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

Negative / total0 / 0

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
FIL Ltd CIK 0000318989 0.878 1140 1,214.8 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,024.7 0.2% 2 +0.0 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 727.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 432.7 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 340.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 297.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 293.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 291.5 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 287.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 280.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 230.4 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 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 167.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 138.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 128.9 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 120.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Burgundy Asset Management Ltd. CIK 0001315868 0.000 0 119.3 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 111.8 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 107.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 100.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
SIG North Trading, ULC CIK 0001868643 0.319 79 97.7 15.0% 2 -2.5 pp +15.0 pp +15.0 pp +15.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 93.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 84.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 83.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Value Partners Investments Inc. CIK 0001800916 0.592 104 78.1 6.4% 2 +1.0 pp +6.4 pp +6.4 pp +6.4 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 73.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 72.3 0.2% 2 +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 71.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 68.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 67.7 4.0% 2 +0.2 pp +4.0 pp +4.0 pp +4.0 pp
PLATINUM INVESTMENT MANAGEMENT LTD CIK 0001256071 0.198 85 58.7 3.8% 2 -1.4 pp +3.8 pp +3.8 pp +3.8 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 57.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 55.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canoe Financial LP CIK 0001908219 0.716 110 48.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 47.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 45.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 41.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 36.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 35.2 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
QV Investors Inc. CIK 0001570253 0.548 68 32.2 2.8% 2 +1.1 pp +2.8 pp +2.8 pp +2.8 pp
DigitalBridge Group, Inc. (DBRG, DBRG-PH, DBRG-PI, DBRG-PJ) CIK 0001679688 0.391 57 30.3 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 28.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 28.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 28.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 26.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 23.5 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 23.1 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 22.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 21.5 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 21.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 21.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 20.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 20.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 20.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 18.9 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 16.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Amundi CIK 0001330387 0.000 1 16.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 15.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 15.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 14.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 14.5 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 13.8 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 13.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 12.9 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 12.8 0.0% 1 +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 12.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 11.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 11.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Nuveen, LLC CIK 0001871926 0.966 3735 10.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 9.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 9.7 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
AVIVA PLC CIK 0001140022 0.925 854 9.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 9.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 9.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 8.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 7.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 7.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 7.0 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 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 5.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 5.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 4.4 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
JCIC Asset Management Inc. CIK 0001492040 0.574 113 4.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 4.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 3.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 3.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.0 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 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 2.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 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 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONARCH CAPITAL MANAGEMENT INC CIK 0000938759 0.352 130 2.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSSIAM CIK 0001767471 0.182 680 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anson Funds Management LP CIK 0001491072 0.108 146 1.7 0.2% 2 -0.5 pp +0.2 pp +0.2 pp +0.2 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bard Financial Services, Inc. CIK 0001850858 0.569 212 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
PCJ Investment Counsel Ltd. CIK 0001426318 0.110 62 1.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 1.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOBAM CIK 0001527488 0.112 258 1.3 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triasima Portfolio Management inc. CIK 0001938757 0.172 127 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Avanza Fonder AB CIK 0002035325 0.716 459 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.7 0.0% 2 +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 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ardmore Road Asset Management LP CIK 0001835730 0.046 70 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gulf International Bank (UK) Ltd CIK 0001598697 0.000 565 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAUGHAN & Co SECURITIES, INC. CIK 0000805870 0.782 61 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westerkirk Capital Inc. CIK 0002080423 0.554 212 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CenterBook Partners LP CIK 0001872738 0.028 693 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tacita Capital Inc CIK 0001846287 0.305 214 0.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
PDT Partners, LLC CIK 0001564702 0.042 489 0.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIGNA INVESTMENTS INC /NEW CIK 0000049969 0.416 480 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Capital Management, Inc. CIK 0001964344 0.490 115 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cumberland Partners Ltd CIK 0001578985 0.443 153 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bollard Group LLC CIK 0001556218 0.801 308 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 1 +0.0 pp +0.0 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
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
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
Capital World Investors CIK 0001422849 0.974 637 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Blueshift Asset Management, LLC CIK 0001727827 0.007 556 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 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
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Andra AP-fonden CIK 0001535452 0.620 393 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 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
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
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 RCI). Qtrs Held counts distinct quarters this fund has actually held RCI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RCI position size. Δ columns are the percentage-point change in RCI'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