Signals

← Signals

☆RTX

3715 in-universe funds with a nonzero position in RTX within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#23271
Score / z-3.576 / -3.27
Consensus967.96 over 2012 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+4% / 2.8d

Forensics

Clean as of 2026Q2
Accrual ratio-0.008
F-score—
M-score—
Net issuance-90.9%
See the full series →

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-09-15 8-K 5.02, 9.01
2026-07-23 8-K 2.02, 9.01
2026-05-04 8-K 5.07
2026-04-21 8-K 2.02, 9.01
2026-03-05 8-K 5.02
2026-01-27 8-K 2.02, 9.01
2025-11-13 8-K 8.01
2025-10-21 8-K 2.02, 9.01
2025-09-24 8-K 8.01
2025-07-22 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker EvalImproving
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 21,035.9 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 17,860.5 0.6% 4 +0.1 pp +0.1 pp -0.0 pp +0.6 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 10,095.3 1.6% 4 -1.0 pp -0.8 pp -0.6 pp +1.6 pp
☆DODGE & COX CIK 0000200217 0.944 222 6,842.8 3.8% 4 +0.0 pp +0.1 pp +0.3 pp +3.8 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 6,398.9 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 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 5,810.9 0.4% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 4,898.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 4,608.8 1.1% 4 -0.2 pp -0.4 pp -0.3 pp +1.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 4,291.0 1.5% 4 +0.1 pp +0.2 pp +0.3 pp +1.5 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 2,754.1 0.9% 4 +0.1 pp +0.1 pp +0.2 pp +0.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 2,538.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2,351.2 0.6% 4 -0.1 pp -0.1 pp -0.0 pp +0.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2,338.7 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Capital World Investors CIK 0001422849 0.974 637 2,045.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 2,034.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,967.5 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,910.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Sanders Capital, LLC CIK 0001508097 0.970 47 1,814.7 2.2% 4 +0.2 pp +0.2 pp +0.3 pp +2.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,788.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,708.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,700.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1,597.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 1,475.3 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Amundi CIK 0001330387 0.000 1 1,441.4 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1,359.7 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 1,296.0 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,285.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 1,058.3 0.9% 4 -0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 959.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 944.1 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 888.9 4.9% 4 -0.2 pp +0.1 pp -0.1 pp +4.9 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 759.0 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 747.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 733.4 1.0% 4 +0.3 pp +0.3 pp +0.4 pp +1.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 652.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 619.2 0.2% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 594.1 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 561.2 0.2% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 553.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 551.9 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 545.6 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆National Pension Service CIK 0001608046 0.956 552 545.5 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 544.0 0.3% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 486.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 452.5 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 438.7 0.7% 4 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 427.8 0.8% 4 +0.8 pp +0.8 pp +0.6 pp +0.8 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 420.1 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 414.5 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 407.0 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 395.8 0.4% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 394.9 0.7% 4 +0.5 pp +0.7 pp +0.5 pp +0.7 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 391.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 380.7 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 377.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 366.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 353.2 0.2% 4 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 344.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 344.0 0.5% 4 +0.4 pp +0.2 pp +0.1 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 342.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 336.5 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 334.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 326.3 3.0% 4 +0.2 pp +0.3 pp +0.5 pp +3.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 310.4 0.4% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 296.0 0.2% 4 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 285.1 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 272.5 0.4% 4 +0.1 pp +0.2 pp +0.1 pp +0.4 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 271.5 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 267.0 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 266.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆MAVERICK CAPITAL LTD CIK 0000934639 0.375 177 263.3 3.1% 3 +0.4 pp +0.0 pp +3.1 pp +3.1 pp
☆Castle Hook Partners LP CIK 0001687241 0.157 66 248.2 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 247.3 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 241.1 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 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 233.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 233.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 232.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 228.7 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 228.1 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 226.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 223.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆AVIVA PLC CIK 0001140022 0.925 854 222.7 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 222.2 2.3% 4 -0.1 pp -0.3 pp -0.2 pp +2.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 217.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CINCINNATI INSURANCE CO CIK 0001279885 0.842 64 216.4 3.3% 4 +0.1 pp +0.4 pp +0.5 pp +3.3 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 211.1 2.7% 4 +0.2 pp +0.4 pp +0.6 pp +2.7 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 209.0 0.5% 6 +0.1 pp +0.3 pp +0.1 pp +0.2 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 205.4 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 197.9 1.1% 4 +0.1 pp +0.2 pp +0.3 pp +1.1 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 197.4 1.0% 4 +0.2 pp +0.3 pp +0.4 pp +1.0 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 196.2 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 192.6 1.6% 4 +0.2 pp +0.2 pp +0.3 pp +1.6 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 191.9 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 186.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 179.2 0.2% 4 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 178.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 172.7 1.0% 4 +0.0 pp +0.0 pp +0.1 pp +1.0 pp
☆WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 161.9 0.6% 3 +0.1 pp +0.5 pp +0.6 pp +0.6 pp
☆GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 161.9 2.4% 1 +2.4 pp +0.2 pp +2.4 pp +2.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 159.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 157.3 1.3% 4 -0.0 pp -0.1 pp -0.0 pp +1.3 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 154.0 0.7% 4 +0.1 pp +0.1 pp -0.0 pp +0.7 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 152.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 143.6 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATALANTA SOSNOFF CAPITAL, LLC CIK 0000700529 0.642 112 140.7 3.0% 4 +0.4 pp +0.6 pp +0.8 pp +3.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 140.3 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 140.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 138.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Capital International, Inc./CA/ CIK 0000895213 0.745 302 135.2 1.0% 4 +0.3 pp +0.2 pp +0.4 pp +1.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 130.7 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 127.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 125.1 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 124.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 124.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 123.6 0.5% 4 +0.1 pp +0.3 pp +0.2 pp +0.5 pp
☆CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 123.3 2.1% 4 +0.0 pp +0.1 pp +0.3 pp +2.1 pp
☆UniSuper Management Pty Ltd CIK 0001989400 0.856 652 122.3 0.8% 4 +0.1 pp +0.2 pp +0.2 pp +0.8 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 121.6 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 121.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 121.1 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 121.0 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 120.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 120.7 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 120.4 0.7% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 118.2 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Gladstone Capital Management LLP CIK 0001353394 0.646 40 116.2 11.7% 4 -0.6 pp +0.5 pp +8.2 pp +11.7 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 115.1 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 113.6 0.5% 4 +0.2 pp +0.4 pp +0.4 pp +0.5 pp
☆AdviceOne Advisory Services, LLC CIK 0001998980 0.816 45 111.5 67.5% 5 +0.4 pp +4.8 pp +7.7 pp +8.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 111.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 110.8 0.2% 4 -0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆Woodline Partners LP CIK 0001784547 0.424 1011 110.6 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 108.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Rokos Capital Management LLP CIK 0001666335 0.000 134 107.3 1.9% 1 +1.9 pp +1.1 pp +1.8 pp +1.9 pp
☆Focused Investors LLC CIK 0001426398 0.820 23 107.1 3.5% 4 -1.0 pp -0.5 pp -0.1 pp +3.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 105.8 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 105.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆STRS OHIO CIK 0000820478 0.777 2154 105.5 0.4% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 105.0 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
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☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 4.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 4.4 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 4.4 0.3% 6 +0.1 pp -0.2 pp -0.1 pp -0.2 pp
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☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 4.4 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
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☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 4.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
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☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 4.3 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
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☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRUSTCO BANK CORP N Y (TRST) CIK 0000357301 0.295 77 2.4 2.1% 4 +0.1 pp +0.2 pp +0.4 pp +2.1 pp
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☆MONTGOMERY INVESTMENT MANAGEMENT INC CIK 0001272544 0.473 108 2.4 0.8% 4 -0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 2.4 0.5% 4 +0.0 pp +0.2 pp +0.2 pp +0.5 pp
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☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Qtron Investments LLC CIK 0001768099 0.279 449 2.4 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
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☆Sippican Capital Advisors CIK 0001557406 0.154 111 2.4 1.6% 4 -0.2 pp -0.2 pp -0.2 pp +1.6 pp
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☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 2.3 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆MERIDIAN MANAGEMENT CO CIK 0000806097 0.487 84 2.3 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 2.3 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 2.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
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☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
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☆Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 2.0 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
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☆ASPIRIANT, LLC CIK 0001433541 0.907 400 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 1.9 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
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☆Hardy Reed LLC CIK 0001761871 0.866 252 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆BankPlus Wealth Management LLC CIK 0002051117 0.452 126 0.9 0.5% 4 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
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☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Wealth Intelligence, LLC CIK 0002112078 0.570 59 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Thompson David Blair CIK 2150492 0.059 212 0.9 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
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☆Meadow Creek Wealth Advisors LLC CIK 0001801107 0.256 139 0.9 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.502 173 0.9 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
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☆Verum Partners LLC CIK 0001958984 0.585 200 0.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Sandro Wealth Management LLC CIK 0002107860 0.193 103 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆HC Advisors, LLC CIK 0001803295 0.581 62 0.9 0.6% 4 -0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.9 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆PEAK6 LLC CIK 0001389958 0.149 850 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MidFirst Bank CIK 0002077076 0.526 943 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Catalyst Investment Management LLC CIK 0002055584 0.252 73 0.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆Strategic Advisors LLC CIK 0001569119 0.191 164 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Tradewinds, LLC. CIK 0001932342 0.030 215 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆WIMMER ASSOCIATES 1, LLC CIK 0001667019 0.339 113 0.8 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Alessandra Capital Management, LLC CIK 0002132506 0.142 127 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 0.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆MASTERINVEST Kapitalanlage GmbH CIK 0002075029 0.420 300 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆MBA Advisors LLC CIK 0001848704 0.403 164 0.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.1 pp
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☆Tudor Financial Inc. CIK 0002045307 0.221 152 0.7 0.4% 4 +0.0 pp -0.2 pp -0.2 pp +0.4 pp
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☆ASAHI LIFE ASSET MANAGEMENT CO., LTD. CIK 0001564835 0.079 158 0.7 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
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☆TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GDS Wealth Management CIK 0001940869 0.458 232 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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 -0.3 pp -0.3 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Savoie Capital LLC CIK 0002001471 0.674 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Nexus Investment Management ULC CIK 0001476329 0.664 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 0.0 0.0% 0 -0.9 pp -0.8 pp -0.7 pp +0.0 pp
☆PROSPECTOR PARTNERS LLC CIK 0001080380 0.000 16 0.0 0.0% 0 +0.0 pp -0.9 pp -0.8 pp +0.0 pp
☆Goldstream Capital Management Ltd CIK 0001872787 0.020 44 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Hutchinson Financial Advisors, INC CIK 0002078477 0.137 67 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.0 0.0% 0 -0.2 pp +0.0 pp -0.3 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 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 -0.3 pp -0.2 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Hayek Kallen Investment Management CIK 0001430681 0.504 97 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆HOURGLASS CAPITAL, LLC CIK 0001442573 0.301 127 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 0 -0.6 pp -0.6 pp -0.5 pp -0.5 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbia Bank CIK 0002017259 0.353 165 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 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 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 0.0 0.0% 0 -0.4 pp -0.5 pp -0.4 pp -0.5 pp
☆MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 +0.0 pp -3.0 pp -2.7 pp +0.0 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆St. Louis Financial Planners Asset Management, LLC CIK 0001966171 0.019 30 0.0 0.0% 0 -2.1 pp -2.0 pp -2.1 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -1.2 pp -1.2 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Mubadala Investment Co PJSC CIK 0001704268 0.995 72 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 -0.9 pp +0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆ARGA Investment Management, LP CIK 0001556915 0.380 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 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
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp -0.4 pp
☆Maven Securities LTD CIK 0001633046 0.047 164 0.0 0.0% 0 -0.5 pp -0.3 pp -0.5 pp +0.0 pp
☆Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 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
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 RTX). Qtrs Held counts distinct quarters this fund has actually held RTX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RTX position size. Δ columns are the percentage-point change in RTX'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