Signals

RIO

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

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2025-03-13 Ownership Dilution filing by RIO TINTO PLC (424B5)
2021-10-29 Ownership Dilution filing by RIO TINTO PLC (424B5)
2015-06-12 Ownership Dilution filing by RIO TINTO PLC (424B5)
2013-06-17 Ownership Dilution filing by RIO TINTO PLC (424B5)
2012-08-17 Ownership Dilution filing by RIO TINTO PLC (424B5)
2012-03-20 Ownership Dilution filing by RIO TINTO PLC (424B5)
2011-09-15 Ownership Dilution filing by RIO TINTO PLC (424B5)
2011-05-19 Ownership Dilution filing by RIO TINTO PLC (424B5)
2010-10-29 Ownership Dilution filing by RIO TINTO PLC (424B5)
2009-04-16 Ownership Dilution filing by RIO TINTO PLC (424B5)

Flow ranking

Rank#23674
Score / z-0.296 / -0.40
Consensus216.96 over 447 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-7% / 2.7d

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
FiledFormFiler
2025-03-13 424B5 RIO TINTO PLC
2021-10-29 424B5 RIO TINTO PLC
2015-06-12 424B5 RIO TINTO PLC
2013-06-17 424B5 RIO TINTO PLC
2012-08-17 424B5 RIO TINTO PLC
2012-03-20 424B5 RIO TINTO PLC
2011-09-15 424B5 RIO TINTO PLC
2011-05-19 424B5 RIO TINTO PLC
2010-10-29 424B5 RIO TINTO PLC
2009-04-16 424B5 RIO TINTO PLC
Showing the 10 most recent.

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
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,082.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 637.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 541.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 415.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 320.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 267.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 166.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 146.2 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 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 139.6 0.0% 2 -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 130.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 126.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 111.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 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 108.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 107.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 102.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 90.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 86.6 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 83.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 82.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 76.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 73.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 70.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palliser Capital (UK) Ltd CIK 0001881490 0.145 23 70.4 51.4% 1 +51.4 pp +51.4 pp +51.4 pp +51.4 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 69.6 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 63.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 62.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 58.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 58.3 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 54.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 51.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 50.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 49.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 45.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 43.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 36.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 34.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 30.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 30.6 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 30.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 30.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 25.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 23.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
LPL Financial LLC CIK 0001403438 0.957 5996 23.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 22.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 21.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 21.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PACIFIC HEIGHTS ASSET MANAGEMENT LLC CIK 0001323414 0.720 77 19.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 18.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 17.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 16.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 16.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 16.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR Arbitrage LLC CIK 0001167456 0.150 634 15.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 13.9 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 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 12.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 11.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grassi Investment Management CIK 0001608531 0.717 128 11.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Bell Bank CIK 0001002672 0.895 195 10.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 9.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 9.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 8.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Ovata Capital Management Ltd CIK 0001724517 0.000 43 7.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Canal Insurance CO CIK 0001313473 0.374 76 7.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Kapitalo Investimentos Ltda CIK 0001798686 0.140 51 7.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 7.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 6.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORBES J M & CO LLP CIK 0001067532 0.642 159 5.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 5.3 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 5.3 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 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 5.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Greenline Partners, LLC CIK 0001697323 0.573 149 5.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
SATURNA CAPITAL CORP CIK 0001316617 0.899 140 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 5.0 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 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 4.9 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 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.778 1214 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 4.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 4.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 4.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Oxbow Advisors, LLC CIK 0001564770 0.478 265 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shilanski & Associates, Inc. CIK 0001722084 0.332 109 3.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Uncommon Cents Investing LLC CIK 0001729754 0.243 215 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADVOCATE GROUP LLC CIK 0001853401 0.368 122 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
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IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 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% 1 +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
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raiffeisen Bank International AG CIK 0002044885 0.723 593 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 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
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sawyer & Company, Inc CIK 0001722436 0.287 202 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +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
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +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
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 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
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. CIK 0001546790 0.818 4 0.0 0.0% 0 -2.6 pp -0.5 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 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 RIO). Qtrs Held counts distinct quarters this fund has actually held RIO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RIO position size. Δ columns are the percentage-point change in RIO'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