Signals

RF

1230 in-universe funds with a nonzero position in RF within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#19875
Score / z0.000 / -0.02
Consensus348.76 over 648 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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,147.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 1,258.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 943.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 667.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 626.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 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 499.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 466.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 398.7 0.3% 4 -0.1 pp +0.0 pp +0.1 pp +0.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 348.9 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 256.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 236.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 220.7 0.0% 4 -0.0 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 212.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 186.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 180.7 0.1% 6 -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 172.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 170.2 1.8% 4 -0.4 pp +0.2 pp +0.4 pp +1.8 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 165.2 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 150.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 142.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 137.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 127.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 121.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Amundi CIK 0001330387 0.000 1 116.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 115.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 107.2 0.2% 4 +0.0 pp +0.0 pp -0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 106.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 92.7 0.1% 4 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
CINCINNATI INSURANCE CO CIK 0001279885 0.842 64 92.6 1.4% 4 -0.1 pp -0.0 pp -0.0 pp +1.4 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 90.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 89.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 87.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 82.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 79.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 78.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Korea Investment CORP CIK 0001441689 0.896 677 74.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 71.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 71.0 0.0% 4 +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 70.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 69.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 62.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 61.1 0.3% 6 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 59.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 58.8 1.2% 4 -0.1 pp -0.0 pp +0.0 pp +1.2 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 56.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 55.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 55.5 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 51.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 50.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 50.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 50.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Pension Service CIK 0001608046 0.956 552 50.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 50.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 49.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 48.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 48.1 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 47.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 42.5 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 41.5 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 38.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 37.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 36.9 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 36.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 34.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 34.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 33.0 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
Prana Capital Management, LP CIK 0001710951 0.303 118 32.7 1.0% 2 +0.7 pp +1.0 pp +1.0 pp +1.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 32.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 32.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 32.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 31.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 28.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 27.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 26.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 26.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 26.1 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Arbejdsmarkedets Tillaegspension CIK 0002105395 0.283 164 25.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 24.9 0.2% 4 -0.1 pp -0.1 pp +0.0 pp +0.2 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 22.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 22.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 22.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 22.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 22.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 21.9 0.6% 4 +0.1 pp +0.0 pp -0.0 pp +0.6 pp
Aberdeen Group plc CIK 0001716774 0.934 934 21.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 21.0 0.1% 4 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
STRS OHIO CIK 0000820478 0.777 2154 20.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 20.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 20.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Swedbank AB CIK 0000946431 0.941 696 20.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 19.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 18.5 0.4% 4 -0.0 pp -0.0 pp +0.1 pp +0.4 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 18.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund CIK 0001730896 0.655 184 17.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 17.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 17.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 17.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 16.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 16.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 16.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Midwest Trust Co CIK 0002077080 0.757 606 16.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 14.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 14.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 14.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 14.1 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 14.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 13.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Man Group plc CIK 0001637460 0.631 2032 13.7 0.0% 4 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 13.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 13.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 13.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 13.3 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 13.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 12.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 12.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 12.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 12.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 12.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 12.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 12.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AustralianSuper Pty Ltd CIK 0001694164 0.632 288 11.8 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 11.8 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 11.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stieven Capital Advisors, L.P. CIK 0001388279 0.536 36 11.5 2.5% 4 +0.2 pp +0.1 pp +0.3 pp +2.5 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 11.5 0.1% 1 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 11.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 10.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 10.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 10.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 10.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 10.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 10.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 9.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 9.8 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 9.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 9.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 9.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 9.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 9.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 8.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tredje AP-fonden CIK 0001650290 0.789 424 8.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. CIK 0001280487 0.281 446 8.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 8.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 8.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 8.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Thomasville National Bank CIK 0001561790 0.600 241 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANZ SE CIK 0001127508 0.910 519 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 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
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.0 0.0% 0 -0.0 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 -0.1 pp -0.1 pp +0.0 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SENTRY INVESTMENT MANAGEMENT LLC CIK 0000089014 0.896 1 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Hampshire Trust CIK 0001961742 0.436 176 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
D. SCOTT NEAL, INC. CIK 0001596920 0.750 58 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 -0.1 pp +0.0 pp -0.3 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Arcus Capital Partners, LLC CIK 0001651960 0.155 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
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
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 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
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 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
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INCEPTIONR LLC CIK 0001821561 0.000 628 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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
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
WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 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
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
NEW YORK STATE TEACHERS RETIREMENT SYSTEM CIK 0000314969 0.106 1631 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +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 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
KG Capital Management CIK 0001771687 0.158 142 0.0 0.0% 0 -0.2 pp -0.1 pp -0.2 pp +0.0 pp
Interval Partners, LP CIK 0001590228 0.034 216 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 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 -0.1 pp -0.1 pp +0.0 pp
Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 0.0 0.0% 0 -0.1 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
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GAM Holding AG CIK 0001438848 0.338 273 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LBP AM SA CIK 0001970075 0.619 423 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Ellevest, Inc. CIK 0001644128 0.537 469 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BASSWOOD CAPITAL MANAGEMENT, L.L.C. CIK 0001085393 0.529 108 0.0 0.0% 0 -0.5 pp -1.0 pp -1.2 pp +0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Munich Reinsurance Co Stock Corp in Munich CIK 0002090208 0.476 164 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Argent Advisors, Inc. CIK 0001426851 0.354 186 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 +0.0 pp -0.2 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 RF). Qtrs Held counts distinct quarters this fund has actually held RF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RF position size. Δ columns are the percentage-point change in RF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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