Signals

SPOT

1538 in-universe funds with a nonzero position in SPOT within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#234
Score / z0.850 / 1.20
Consensus348.40 over 678 funds
Momentumno 12m return

Price & positioning

251 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2016-04-08 D Spotify Technology S.A.
2015-06-12 D Spotify Technology S.A.

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 6,736.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 4,838.0 4.0% 3 -0.5 pp -1.5 pp +4.0 pp +4.0 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 3,833.1 0.2% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 2,736.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 1,746.3 1.0% 3 -0.2 pp -0.7 pp +1.0 pp +1.0 pp
Capital World Investors CIK 0001422849 0.974 637 1,663.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 1,637.9 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,547.9 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
COATUE MANAGEMENT LLC CIK 0001135730 0.880 66 1,423.3 3.6% 3 +0.5 pp +0.2 pp +3.6 pp +3.6 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 1,416.2 2.9% 3 -2.2 pp -3.0 pp +2.9 pp +2.9 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 1,249.6 0.4% 3 -0.2 pp -0.4 pp +0.4 pp +0.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,215.4 0.1% 3 -0.0 pp -0.2 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 1,163.3 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 1,097.4 1.0% 4 +0.4 pp +0.2 pp +0.6 pp +1.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,031.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 991.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Swedbank AB CIK 0000946431 0.941 696 938.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 862.9 0.3% 5 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 857.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 856.2 5.1% 3 -0.9 pp -2.7 pp +5.1 pp +5.1 pp
SANDS CAPITAL MANAGEMENT, LLC CIK 0001020066 0.850 71 853.6 2.6% 3 -0.4 pp -0.4 pp +2.6 pp +2.6 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 827.1 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 737.7 0.4% 3 -0.3 pp -0.5 pp +0.4 pp +0.4 pp
TIGER GLOBAL MANAGEMENT LLC CIK 0001167483 0.920 46 732.5 2.5% 3 -0.3 pp -0.4 pp +2.5 pp +2.5 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 724.3 0.2% 3 +0.1 pp -0.1 pp +0.2 pp +0.2 pp
NORGES BANK CIK 0001374170 0.994 1617 711.5 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Winslow Capital Management, LLC CIK 0000900973 0.758 66 644.2 2.2% 3 -0.2 pp -0.2 pp +2.2 pp +2.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 636.8 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
EDGEWOOD MANAGEMENT LLC CIK 0000860561 0.856 90 614.5 2.9% 3 +0.1 pp -0.1 pp +2.9 pp +2.9 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 600.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Technology Crossover Management XI, Ltd. CIK 0001977402 0.935 2 580.7 78.5% 3 +7.0 pp +5.6 pp +78.5 pp +78.5 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 579.1 1.6% 3 -0.3 pp -0.4 pp +1.6 pp +1.6 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 565.7 0.9% 3 -0.1 pp +0.1 pp +0.9 pp +0.9 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 563.8 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 559.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 540.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 534.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 522.0 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 517.6 0.4% 3 -0.4 pp -0.6 pp +0.4 pp +0.4 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 499.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 484.7 0.7% 3 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 475.6 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
Nuveen, LLC CIK 0001871926 0.966 3735 463.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 455.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 445.6 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Capital Research Global Investors CIK 0001422848 0.983 426 442.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 427.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 399.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Capital International Investors CIK 0001562230 0.968 446 380.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 374.7 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 362.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Alecta Tjanstepension Omsesidigt CIK 0001484429 0.889 91 344.3 1.5% 3 -0.3 pp -0.7 pp +1.5 pp +1.5 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 343.6 0.5% 3 -0.1 pp -0.4 pp +0.5 pp +0.5 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 335.2 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 317.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
National Pension Service CIK 0001608046 0.956 552 316.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 312.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 306.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 296.3 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
AMF Tjanstepension AB CIK 0001553562 0.910 121 290.4 1.8% 3 -2.6 pp -3.3 pp +1.8 pp +1.8 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 277.2 0.6% 3 +0.3 pp +0.4 pp +0.6 pp +0.6 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 269.2 1.1% 3 -0.3 pp -0.3 pp +1.1 pp +1.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 261.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Swiss National Bank CIK 0001582202 0.961 2301 260.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 258.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 250.2 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 244.8 2.1% 3 +0.1 pp -0.3 pp +2.1 pp +2.1 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 243.3 0.3% 3 -0.0 pp -0.3 pp +0.3 pp +0.3 pp
D1 Capital Partners L.P. CIK 0001747057 0.000 55 229.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 220.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 202.0 3.5% 3 +1.6 pp +3.4 pp +3.5 pp +3.5 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 197.1 0.4% 3 -0.1 pp +0.2 pp +0.4 pp +0.4 pp
Hyperion Asset Management Ltd CIK 0001619844 0.883 20 194.5 5.4% 3 -1.7 pp -2.5 pp +5.4 pp +5.4 pp
GENERATION INVESTMENT MANAGEMENT LLP CIK 0001375534 0.938 28 193.3 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 190.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 188.8 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
XN LP CIK 0001756558 0.535 27 176.9 5.0% 3 +0.4 pp +1.5 pp +5.0 pp +5.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 175.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 169.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 159.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 158.5 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 155.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 153.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 150.2 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 148.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 143.8 0.1% 4 -0.1 pp -0.3 pp -0.0 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 142.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 141.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 140.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TREMBLANT CAPITAL GROUP CIK 0001353312 0.409 58 140.2 3.6% 3 -1.8 pp -2.3 pp +3.6 pp +3.6 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 140.0 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 136.7 1.2% 3 -1.4 pp -4.1 pp +1.2 pp +1.2 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 134.5 2.0% 3 -2.3 pp -2.3 pp +2.0 pp +2.0 pp
SAMLYN CAPITAL, LLC CIK 0001421097 0.327 77 130.6 2.1% 2 -0.5 pp +2.1 pp +2.1 pp +2.1 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 128.8 0.4% 3 -0.2 pp -0.4 pp +0.4 pp +0.4 pp
TCW GROUP INC CIK 0000850401 0.730 629 125.1 0.9% 3 +0.3 pp +0.6 pp +0.9 pp +0.9 pp
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC CIK 0001638555 0.123 79 118.4 3.3% 3 -1.1 pp -2.5 pp +3.3 pp +3.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 116.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 113.4 0.2% 3 -0.1 pp -0.5 pp +0.2 pp +0.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 113.0 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 112.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 112.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 111.8 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 106.7 0.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 106.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 104.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 104.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Perpetual Ltd CIK 0001647273 0.486 419 103.9 1.5% 3 -0.3 pp -0.7 pp +1.5 pp +1.5 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 103.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 102.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Korea Investment CORP CIK 0001441689 0.896 677 102.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 101.9 0.6% 3 -0.1 pp -0.3 pp +0.6 pp +0.6 pp
AVIVA PLC CIK 0001140022 0.925 854 98.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 97.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 94.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atalan Capital Partners, LP CIK 0001662906 0.822 9 92.6 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
Amova Asset Management Americas, Inc. CIK 0001480751 0.731 276 89.6 1.0% 3 -0.1 pp -0.7 pp +1.0 pp +1.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 88.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 87.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 87.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
KPS Global Asset Management UK Ltd CIK 0001799162 0.935 4 87.1 10.7% 3 -6.8 pp -9.7 pp +10.7 pp +10.7 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 85.8 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
SRS Investment Management, LLC CIK 0001503174 0.907 32 85.4 0.9% 3 -0.2 pp -0.3 pp +0.9 pp +0.9 pp
ABN AMRO Bank N.V. CIK 0001561082 0.622 231 84.6 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 80.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
KENSICO CAPITAL MANAGEMENT CORP CIK 0001113000 0.961 25 79.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 78.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
FIL Ltd CIK 0000318989 0.878 1140 76.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 75.4 0.8% 3 -0.2 pp -0.4 pp +0.8 pp +0.8 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 71.2 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 70.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 70.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 70.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 67.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Styrax Capital, LP CIK 0001904897 0.693 18 65.8 5.0% 3 -5.7 pp -6.4 pp +5.0 pp +5.0 pp
Raiffeisen Bank International AG CIK 0002044885 0.723 593 63.5 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
Man Group plc CIK 0001637460 0.631 2032 63.3 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 59.6 0.2% 5 -0.2 pp -0.0 pp +0.0 pp +0.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 59.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Findlay Park Partners LLP CIK 0001351950 0.605 49 58.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Third Point LLC CIK 0001040273 0.205 42 58.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 57.4 5.8% 3 -1.3 pp -2.5 pp +5.8 pp +5.8 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 57.4 0.1% 1 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 57.4 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
ZEVENBERGEN CAPITAL INVESTMENTS LLC CIK 0001276918 0.659 109 55.2 1.2% 3 -0.7 pp -1.1 pp +1.2 pp +1.2 pp
Jain Global LLC CIK 0002024579 0.024 1417 54.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 54.3 0.2% 3 -0.1 pp -0.4 pp +0.2 pp +0.2 pp
COMGEST GLOBAL INVESTORS S.A.S. CIK 0001574947 0.834 55 53.6 1.0% 3 +0.9 pp +0.8 pp +1.0 pp +1.0 pp
Kinetic Partners Management, LP CIK 0001911448 0.140 47 53.1 2.6% 3 -0.8 pp +0.6 pp +2.6 pp +2.6 pp
MANE GLOBAL CAPITAL MANAGEMENT LP CIK 0001856155 0.000 54 52.1 2.9% 3 +0.8 pp +2.8 pp +2.9 pp +2.9 pp
Anomaly Capital Management, LP CIK 0001817534 0.473 24 51.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 50.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 48.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STRS OHIO CIK 0000820478 0.777 2154 46.4 0.2% 4 -0.0 pp -0.1 pp +0.1 pp +0.2 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 46.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ARK Investment Management LLC CIK 0001697748 0.764 190 45.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
FERNBRIDGE CAPITAL MANAGEMENT LP CIK 0001827734 0.771 16 43.7 2.1% 3 +0.1 pp +1.1 pp +2.1 pp +2.1 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 43.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 43.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 42.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Coronation Fund Managers Ltd. CIK 0001594320 0.841 48 41.9 1.9% 3 +1.0 pp +0.9 pp +1.9 pp +1.9 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 41.6 0.2% 3 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 41.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Shellback Capital, LP CIK 0001591744 0.016 89 40.6 3.9% 3 +1.4 pp +2.1 pp +3.9 pp +3.9 pp
Privium Fund Management B.V. CIK 0001795097 0.439 61 39.5 7.3% 3 -4.7 pp -11.0 pp +7.3 pp +7.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 39.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 38.9 0.3% 3 -0.1 pp -0.4 pp +0.3 pp +0.3 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 38.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 37.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 37.9 0.8% 4 -0.2 pp -0.1 pp +0.4 pp +0.8 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 37.0 0.2% 4 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 36.4 0.4% 3 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 35.8 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 35.6 0.7% 3 -0.2 pp -0.3 pp +0.7 pp +0.7 pp
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Delta Global Management LP CIK 0001992724 0.029 149 34.7 1.6% 3 -1.4 pp -0.3 pp +1.6 pp +1.6 pp
Hudson Way Capital Management LLC CIK 0001697597 0.644 18 34.6 2.8% 3 +0.4 pp -0.1 pp +2.8 pp +2.8 pp
LBP AM SA CIK 0001970075 0.619 423 33.5 0.4% 3 -0.2 pp -0.4 pp +0.4 pp +0.4 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 33.3 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 32.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 32.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 31.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 31.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tredje AP-fonden CIK 0001650290 0.789 424 31.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 31.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ATALANTA SOSNOFF CAPITAL, LLC CIK 0000700529 0.642 112 30.3 0.6% 3 -0.6 pp -0.9 pp +0.6 pp +0.6 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 30.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ardmore Road Asset Management LP CIK 0001835730 0.046 70 30.3 2.3% 2 -0.4 pp +2.3 pp +2.3 pp +2.3 pp
Alta Park Capital, LP CIK 0001621855 0.086 26 30.1 3.6% 3 -0.3 pp -0.6 pp +3.6 pp +3.6 pp
Rivermont Capital Management LP CIK 0001965613 0.110 20 29.5 7.0% 3 -0.1 pp +0.8 pp +7.0 pp +7.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 29.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 29.3 0.3% 3 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
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CI INVESTMENTS INC. CIK 0001163648 0.648 746 29.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Rokos Capital Management LLP CIK 0001666335 0.000 134 25.5 0.4% 3 -0.3 pp -0.1 pp +0.4 pp +0.4 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 24.9 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
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STANCE CAPITAL LLC CIK 0002056334 0.005 340 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
BWCP, LP CIK 0001787893 0.196 24 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Convergence Investment Partners, LLC CIK 0001456133 0.067 241 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KADENSA CAPITAL Ltd CIK 0001720980 0.063 28 0.0 0.0% 0 -0.0 pp -2.1 pp +0.0 pp +0.0 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 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
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 -0.1 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
Estate Counselors, LLC CIK 0001559832 0.739 91 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Atika Capital Management LLC CIK 0001599731 0.149 62 0.0 0.0% 0 -3.7 pp -5.0 pp +0.0 pp +0.0 pp
Anthracite Investment Company, Inc. CIK 0001809930 0.000 0 0.0 0.0% 0 +0.0 pp -2.8 pp +0.0 pp +0.0 pp
BOCHK Asset Management Ltd CIK 0002010854 0.068 144 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Rheos Capital Works Inc. CIK 0001735445 0.176 82 0.0 0.0% 0 -0.5 pp -2.7 pp +0.0 pp +0.0 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.0 0.0% 0 +0.0 pp -0.3 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
ASAHI LIFE ASSET MANAGEMENT CO., LTD. CIK 0001564835 0.079 158 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.021 253 0.0 0.0% 0 -1.2 pp -0.7 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glenview Trust Co CIK 0001691827 0.856 500 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 -0.1 pp +0.0 pp +0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Point72 Italy, S.r.l. CIK 0002006887 0.000 0 0.0 0.0% 0 +0.0 pp -3.5 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fieldview Capital Management, LLC CIK 0002040221 0.000 507 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Wealth Planning, LLC CIK 0001566728 0.877 154 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Severin Investments, LLC CIK 0001763454 0.048 174 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
44 WEALTH MANAGEMENT LLC CIK 0001831187 0.110 184 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 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
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
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.1 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 SPOT). Qtrs Held counts distinct quarters this fund has actually held SPOT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPOT position size. Δ columns are the percentage-point change in SPOT'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