Signals

RH

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

Flow ranking

Rank#1606
Score / z0.000 / -0.01
Consensus120.96 over 240 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

Negative / total0 / 4
FiledFormItems
2026-09-10 8-K 2.02, 9.01
2026-07-23 8-K 7.01, 9.01
2026-07-08 8-K 7.01, 9.01
2026-06-25 8-K 5.07
2026-06-11 8-K 2.02, 9.01
2026-03-31 8-K 2.02, 9.01
2026-01-26 8-K 5.02
2025-12-11 8-K 2.02, 9.01
2025-09-11 8-K 2.02, 9.01
2025-08-06 8-K 1.01, 2.03, 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
FMR LLC CIK 0000315066 0.989 5571 501.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 251.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 247.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Senvest Management, LLC CIK 0001328785 0.676 55 150.9 4.7% 3 +0.5 pp +0.0 pp +4.7 pp +4.7 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 143.9 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 102.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 87.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 83.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 72.8 0.1% 3 -0.0 pp +0.0 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 63.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 54.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 50.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 49.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 46.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 44.1 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 43.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 42.5 0.0% 3 -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 37.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 36.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 35.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valiant Capital Management, L.P. CIK 0001452689 0.804 25 32.7 2.8% 3 +0.7 pp +1.2 pp +2.8 pp +2.8 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 32.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 29.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 28.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Anomaly Capital Management, LP CIK 0001817534 0.473 24 25.9 0.9% 3 +0.6 pp -0.1 pp +0.9 pp +0.9 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 23.9 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 23.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 23.7 0.1% 3 -0.1 pp +0.0 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 22.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 20.6 0.5% 3 -0.1 pp +0.3 pp +0.5 pp +0.5 pp
GLENVIEW CAPITAL MANAGEMENT, LLC CIK 0001138995 0.683 42 19.9 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Xcel Wealth Management, LLC CIK 0001791002 0.304 139 19.7 5.1% 3 -1.6 pp -1.1 pp +5.1 pp +5.1 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 18.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 0.537 153 17.5 2.1% 3 +0.1 pp +0.3 pp +2.1 pp +2.1 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 17.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 16.2 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 16.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Duquesne Family Office LLC CIK 0001536411 0.000 86 15.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
KING STREET CAPITAL MANAGEMENT, L.P. CIK 0001218199 0.090 6 15.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 15.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 13.9 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
Diameter Capital Partners LP CIK 0001727012 0.000 31 13.1 1.4% 3 +0.9 pp -6.2 pp +1.4 pp +1.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hodges Capital Management Inc. CIK 0001337263 0.208 223 12.2 1.1% 3 -0.1 pp +0.1 pp +1.1 pp +1.1 pp
Clearline Capital LP CIK 0001600136 0.146 101 12.0 0.9% 2 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 11.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 11.4 0.0% 1 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Broad Run Investment Management, LLC CIK 0001568621 0.814 24 11.4 2.1% 3 -0.0 pp +0.2 pp +2.1 pp +2.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 11.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Union Square Park Capital Management, LLC CIK 0001666231 0.041 51 9.9 7.7% 3 +0.7 pp -0.5 pp +7.7 pp +7.7 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 9.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 8.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 8.5 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 8.4 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 8.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 8.0 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 7.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nantahala Capital Management, LLC CIK 0001472322 0.266 132 6.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 6.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CenterBook Partners LP CIK 0001872738 0.028 693 6.3 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Atika Capital Management LLC CIK 0001599731 0.149 62 6.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 6.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 6.2 0.2% 3 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 6.1 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 5.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 5.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
ARDSLEY ADVISORY PARTNERS LP CIK 0000900529 0.026 130 5.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Swiss National Bank CIK 0001582202 0.961 2301 5.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DCM Advisors, LLC CIK 0001839498 0.372 38 5.1 2.1% 3 -0.2 pp -0.3 pp +2.1 pp +2.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 4.1 0.0% 4 -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 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SWS Partners CIK 0001731731 0.307 108 4.1 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 4.0 0.2% 2 -0.0 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 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 3.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ruffer LLP CIK 0001426859 0.221 187 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 3.3 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 3.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 3.0 1.3% 3 -0.2 pp -0.6 pp +1.3 pp +1.3 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 3.0 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 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Future Fund LLC CIK 0001911970 0.079 118 2.9 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
Integrated Financial Solutions, Inc. CIK 0002086529 0.597 36 2.8 1.7% 2 +0.8 pp +1.7 pp +1.7 pp +1.7 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORMULA GROWTH LTD CIK 0001093219 0.072 145 2.7 1.0% 3 +0.1 pp -0.4 pp +1.0 pp +1.0 pp
Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 2.6 1.6% 3 +0.1 pp +0.0 pp +1.6 pp +1.6 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 2.5 0.0% 5 -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 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ionic Capital Management LLC CIK 0001386462 0.013 103 2.5 2.5% 3 +0.0 pp +0.2 pp +2.5 pp +2.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UDINE WEALTH MANAGEMENT, INC. CIK 0001907240 0.420 40 2.5 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 2.5 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Davidson Kahn Capital Management, LLC CIK 0002055535 0.521 72 2.4 1.3% 3 -0.2 pp -0.2 pp +1.3 pp +1.3 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CLOUGH CAPITAL PARTNERS L P CIK 0001276144 0.069 101 2.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.376 177 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Carmel Capital Partners, LLC CIK 0001900481 0.216 134 2.1 0.7% 3 +0.3 pp +0.4 pp +0.7 pp +0.7 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arnhold LLC CIK 0001733755 0.661 113 2.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 1.9 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koa Wealth Management, LLC CIK 0002022118 0.435 54 1.7 1.2% 3 -0.9 pp -0.4 pp +1.2 pp +1.2 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CenterStar Asset Management, LLC CIK 0001722053 0.000 50 1.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 1.6 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 1.6 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 1.6 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
X-Square Capital, LLC CIK 0001729300 0.159 176 1.4 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
Amundi CIK 0001330387 0.000 1 1.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1.2 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 1.2 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 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prentice Capital Management, LP CIK 0001326150 0.286 17 1.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 2 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +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% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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PIAR LLC CIK 0002054677 0.089 73 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
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COMMERCE BANK CIK 0001009076 0.853 1332 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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PLATINUM INVESTMENT MANAGEMENT LTD CIK 0001256071 0.198 85 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nicholas Wealth, LLC. CIK 0001911391 0.168 127 0.0 0.0% 0 -0.1 pp -0.1 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
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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SHERBROOKE PARK ADVISERS LLC CIK 0001965377 0.000 182 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Voleon Capital Management LP CIK 0001479847 0.338 761 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eisler Capital Management Ltd. CIK 0002055810 0.000 376 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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NVWM, LLC CIK 0001697274 0.202 780 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
PARK CIRCLE Co CIK 0001546592 0.488 49 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.085 390 0.0 0.0% 0 -0.1 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 -0.1 pp -0.0 pp +0.0 pp
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TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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INFINITUM ASSET MANAGEMENT, LLC CIK 0002058093 0.867 17 0.0 0.0% 0 +0.0 pp -1.7 pp +0.0 pp +0.0 pp
MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fund 1 Investments, LLC CIK 0001959730 0.078 45 0.0 0.0% 0 -1.5 pp -1.1 pp +0.0 pp +0.0 pp
Durable Capital Partners LP CIK 0001798849 0.765 36 0.0 0.0% 0 -0.3 pp -0.9 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 -0.1 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
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RBF Capital, LLC CIK 0001134621 0.512 506 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 RH). Qtrs Held counts distinct quarters this fund has actually held RH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RH position size. Δ columns are the percentage-point change in RH'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