Signals

← Signals

☆TDW

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

Flow ranking

Rank#535
Score / z0.292 / 0.40
Consensus108.00 over 200 funds
Momentumno 12m return

Price & positioning

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

Forensics

Clean as of 2026Q2
Accrual ratio-0.019
F-score—
M-score—
Net issuance-123.4%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-16 ROBOTTI ROBERT G —
2026-09-16 ROBOTTI ROBERT S $601,542
2026-09-16 ROBOTTI ROBERT S $323,907

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
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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 348.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 241.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 187.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ROBOTTI ROBERT CIK 0001105838 0.673 61 149.1 21.0% 3 -6.3 pp -1.9 pp +21.0 pp +21.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 96.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 88.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 58.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 57.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 56.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 47.9 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆THIRD AVENUE MANAGEMENT LLC CIK 0001099281 0.473 55 44.1 8.0% 3 -1.0 pp -0.3 pp +8.0 pp +8.0 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 39.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 38.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hosking Partners LLP CIK 0001650135 0.592 98 32.9 1.1% 3 -0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 28.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 28.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 25.8 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
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 21.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VILLERE ST DENIS J & CO LLC CIK 0001113629 0.482 85 21.6 2.2% 3 -0.1 pp +0.1 pp +2.2 pp +2.2 pp
☆Empire Life Investments Inc. CIK 0001640951 0.544 113 19.2 1.1% 3 -0.1 pp -0.0 pp +1.1 pp +1.1 pp
☆Boston Partners CIK 0001386060 0.833 802 18.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 0001238990 0.383 164 16.9 1.0% 3 -0.1 pp +0.0 pp +1.0 pp +1.0 pp
☆VALUEWORKS LLC CIK 0001282189 0.188 38 16.1 4.2% 3 -0.7 pp -0.7 pp +4.2 pp +4.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 15.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Condire Management, LP CIK 0001847739 0.000 1 14.4 1.5% 3 -0.3 pp -0.4 pp +1.5 pp +1.5 pp
☆AEGIS FINANCIAL CORP CIK 0001140753 0.511 39 14.0 3.3% 3 -2.3 pp -4.2 pp +3.3 pp +3.3 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 13.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 13.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 13.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 13.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 12.4 0.0% 3 -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 12.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 11.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 10.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Harbor Capital Management, LLC CIK 0001847935 0.000 16 9.8 5.3% 3 +0.3 pp -0.2 pp +5.3 pp +5.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 9.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 9.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 8.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 8.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 8.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 7.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 7.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 6.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆De Lisle Partners LLP CIK 0002011184 0.284 178 6.2 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 6.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 6.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 6.0 0.8% 3 +0.0 pp -0.2 pp +0.8 pp +0.8 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 5.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moerus Capital Management LLC CIK 0001742647 0.309 14 5.2 2.2% 3 +0.0 pp +0.2 pp +2.2 pp +2.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 5.2 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 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Advisors, LP CIK 0001377581 0.846 74 4.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old West Investment Management, LLC CIK 0001549358 0.124 124 4.0 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WITTENBERG INVESTMENT MANAGEMENT, INC. CIK 0001697790 0.668 78 3.3 1.3% 3 -0.4 pp -0.3 pp +1.3 pp +1.3 pp
☆HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALUE HOLDINGS MANAGEMENT CO. LLC CIK 0001695658 0.713 24 3.2 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 3.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 2.8 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 2.5 0.4% 5 -0.0 pp +0.0 pp +0.1 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 0001107261 0.377 1233 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orchard Capital Management, LLC CIK 0001858319 0.108 43 2.4 2.1% 3 -1.2 pp -0.2 pp +2.1 pp +2.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 2.4 1.3% 5 -0.2 pp -0.0 pp +0.3 pp +0.3 pp
☆HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 2.4 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 2.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tejara Capital Ltd CIK 0001879713 0.057 66 2.3 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Kennondale Capital Management LLC CIK 0002055199 0.141 80 2.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CenterBook Partners LP CIK 0001872738 0.028 693 2.2 0.1% 3 -0.4 pp -0.4 pp +0.1 pp +0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd CIK 0001869164 0.006 126 1.9 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆GRIZZLYROCK CAPITAL, LLC CIK 0002011732 0.272 20 1.9 1.4% 3 -4.0 pp -3.3 pp +1.4 pp +1.4 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VELA Investment Management, LLC CIK 0001895612 0.203 132 1.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCommodity Management, LLC CIK 0001301743 0.643 124 1.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.4 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Glenorchy Capital Ltd CIK 0002008506 0.248 59 1.3 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JB CAPITAL PARTNERS LP CIK 0001138532 0.749 87 1.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 1.0 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 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.9 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 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tweedy, Browne Co LLC CIK 0000732905 0.823 91 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SummerHaven Investment Management, LLC CIK 0001846436 0.085 192 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.7 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 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Pacific Capital Partners Ltd CIK 0002064920 0.069 40 0.6 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Resolute Capital Asset Partners LLC CIK 0001834913 0.010 48 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Amitell Capital Pte Ltd CIK 0001807559 0.091 26 0.0 0.0% 0 -1.6 pp -1.5 pp +0.0 pp +0.0 pp
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☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
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☆Goehring & Rozencwajg Associates, LLC CIK 0001863154 0.771 41 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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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 TDW). Qtrs Held counts distinct quarters this fund has actually held TDW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TDW position size. Δ columns are the percentage-point change in TDW'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