Signals

TEAM

1050 in-universe funds with a nonzero position in TEAM within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1136
Score / z0.065 / 0.04
Consensus204.94 over 370 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

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

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 787.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 680.0 0.7% 4 -0.4 pp -0.3 pp -0.6 pp +0.7 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 551.3 2.0% 4 -0.3 pp +0.3 pp +1.3 pp +2.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 343.3 0.4% 4 -0.3 pp -0.1 pp +0.3 pp +0.4 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 317.2 0.3% 4 +0.0 pp -0.1 pp -0.2 pp +0.3 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 288.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 282.8 0.1% 4 -0.5 pp -0.1 pp -0.2 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 278.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Voyager Global Management LP CIK 0001849753 0.968 8 262.8 8.9% 4 +2.5 pp +1.7 pp +4.9 pp +8.9 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 194.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Carmignac Gestion CIK 0001569758 0.744 94 177.7 2.7% 3 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 174.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 171.6 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 161.7 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 161.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 160.4 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 146.3 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 86.9 0.1% 4 -0.1 pp -0.4 pp -0.4 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 83.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 79.8 0.0% 4 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 77.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 76.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 75.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 73.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 71.2 0.3% 1 +0.3 pp +0.3 pp +0.2 pp +0.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 66.8 0.1% 4 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 66.6 0.3% 4 -0.2 pp -0.1 pp -0.1 pp +0.3 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 64.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 63.5 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 62.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 58.1 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 58.0 0.1% 4 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 57.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital International Investors CIK 0001562230 0.968 446 55.4 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 55.0 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 51.4 0.0% 6 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
LOEWS CORP (L) CIK 0000060086 0.992 28 50.5 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 46.3 0.0% 4 -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 46.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 45.6 0.1% 4 -0.3 pp -0.3 pp -0.3 pp +0.1 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 43.9 1.3% 3 -1.3 pp -1.0 pp +1.3 pp +1.3 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 39.0 0.3% 4 -0.1 pp +0.1 pp -0.1 pp +0.3 pp
Winslow Capital Management, LLC CIK 0000900973 0.758 66 39.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 37.4 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 36.5 0.5% 4 -0.1 pp +0.3 pp +0.4 pp +0.5 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 34.3 0.1% 4 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 33.8 0.1% 4 -0.2 pp -0.3 pp -0.3 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 33.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 31.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 29.9 0.0% 4 -0.1 pp -0.3 pp -0.4 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 28.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 28.5 0.1% 4 -0.2 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 28.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 28.0 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 27.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 27.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Optimus Prime Fund Management Co., Ltd. CIK 0001732539 0.816 26 25.8 2.5% 3 +1.4 pp +1.9 pp +2.5 pp +2.5 pp
NZS Capital, LLC CIK 0001816616 0.629 61 25.0 0.8% 4 -0.6 pp -0.2 pp -0.5 pp +0.8 pp
OSSIAM CIK 0001767471 0.182 680 24.6 0.4% 4 -0.2 pp +0.0 pp -0.0 pp +0.4 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 24.5 0.3% 4 -0.6 pp -0.6 pp -0.4 pp +0.3 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 22.8 0.9% 3 -1.1 pp -0.9 pp +0.9 pp +0.9 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 21.0 0.5% 4 +0.3 pp +0.4 pp +0.4 pp +0.5 pp
Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 20.6 0.0% 4 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
National Pension Service CIK 0001608046 0.956 552 20.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.021 253 19.8 0.8% 4 +0.1 pp +0.1 pp +0.0 pp +0.8 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 19.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 0.689 184 19.4 0.4% 5 -1.3 pp -1.2 pp -1.4 pp +0.2 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 19.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 19.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 18.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 18.8 0.0% 4 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 16.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 16.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 15.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 15.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Fisher Funds Management LTD CIK 0001435028 0.536 174 15.2 0.4% 4 -1.0 pp -0.8 pp -0.8 pp +0.4 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 15.0 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 14.7 0.0% 4 -0.1 pp -0.0 pp -0.1 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 14.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 14.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 14.1 0.0% 4 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 14.1 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 13.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 13.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 13.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 13.1 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 12.9 0.0% 4 -0.0 pp -0.1 pp -0.2 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 12.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 12.6 0.0% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Ardmore Road Asset Management LP CIK 0001835730 0.046 70 12.6 0.8% 3 -2.4 pp -0.6 pp +0.8 pp +0.8 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 12.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 12.4 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 12.1 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Grafton Street Partners Management Company, LLC CIK 0001923769 0.838 10 11.9 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
Capco Asset Management, LLC CIK 0001698068 0.835 26 11.9 3.2% 4 +1.1 pp +1.2 pp +3.2 pp +3.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 11.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 11.7 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 11.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 11.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 10.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 10.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Vinva Investment Management Ltd CIK 0001968109 0.574 468 10.6 0.1% 4 -0.2 pp -0.2 pp -0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 10.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 10.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 10.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 9.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 9.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BROWN CAPITAL MANAGEMENT LLC CIK 0000885062 0.121 54 8.9 1.3% 4 +0.3 pp +0.6 pp +0.6 pp +1.3 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 8.8 0.1% 1 +0.1 pp -0.1 pp -0.3 pp +0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 8.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 8.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
COOPER CREEK PARTNERS MANAGEMENT LLC CIK 0001512162 0.071 87 8.0 0.4% 4 -0.5 pp -0.3 pp -0.4 pp +0.4 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 7.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 7.8 0.3% 4 -0.3 pp -0.3 pp -0.5 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 7.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 7.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 7.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DF DENT & CO INC CIK 0000934999 0.597 271 7.5 0.1% 4 -0.3 pp -0.4 pp -0.7 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 7.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 7.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 7.2 3.9% 4 -13.1 pp -12.9 pp -17.8 pp +3.9 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 7.2 0.0% 4 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBER ASSET MANAGEMENT LLC CIK 0001387921 0.055 39 6.7 4.3% 2 +0.5 pp +4.3 pp +4.3 pp +4.3 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 6.7 0.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 6.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 6.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MONIMUS CAPITAL MANAGEMENT, LP CIK 0001848831 0.146 55 6.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 6.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 6.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 6.1 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 6.1 0.0% 4 -0.0 pp -0.0 pp -0.2 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 6.1 0.0% 2 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 5.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.548 888 5.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 5.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 5.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 5.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
EFG International AG CIK 0002109868 0.615 1088 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OBERNDORF WILLIAM E CIK 0001218663 0.359 8 4.8 9.0% 4 -5.5 pp +1.4 pp -2.7 pp +9.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BW Gestao de Investimentos Ltda. CIK 0001568280 0.068 294 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tejara Capital Ltd CIK 0001879713 0.057 66 4.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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Petrus Trust Company, LTA CIK 0001473429 0.706 27 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
OP Asset Management Ltd CIK 0002097005 0.000 765 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.167 731 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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 -0.0 pp +0.0 pp +0.0 pp
BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.0 0.0% 0 -0.1 pp -0.1 pp -0.3 pp +0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.411 221 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 0.0 0.0% 0 +0.0 pp -0.0 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
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Smith Group Asset Management, LLC CIK 0001893134 0.543 166 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Abacus FCF Advisors LLC CIK 0001604903 0.160 58 0.0 0.0% 0 -1.1 pp -2.1 pp -2.1 pp +0.0 pp
Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Kopp Family Office, LLC CIK 0001683689 0.751 29 0.0 0.0% 0 -2.6 pp -2.7 pp -3.5 pp +0.0 pp
Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Fullerton Fund Management Co Ltd. CIK 0001592746 0.427 119 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Simplify Asset Management Inc. CIK 0001846368 0.982 136 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mediolanum International Funds Ltd CIK 0002022028 0.592 452 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
OAK RIDGE INVESTMENTS LLC CIK 0001054554 0.367 170 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seneschal Advisors, LLC CIK 0002039659 0.657 596 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealth Architects, LLC CIK 0001611518 0.695 248 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 0.0 0.0% 0 -0.1 pp -0.1 pp -0.3 pp +0.0 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Hardman Johnston Global Advisors LLC CIK 0001006364 0.797 77 0.0 0.0% 0 -0.3 pp -0.4 pp -4.4 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
STF Management LP CIK 0001965239 0.350 101 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 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
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 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
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
Unisphere Establishment CIK 0002012090 0.867 56 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STANCE CAPITAL LLC CIK 0002056334 0.005 340 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.0 0.0% 0 -0.1 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
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 0.0 0.0% 0 -0.4 pp +0.0 pp -0.2 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
CIGNA INVESTMENTS INC /NEW CIK 0000049969 0.416 480 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd CIK 0001869164 0.006 126 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 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
RiverPark Advisors, LLC CIK 0001484256 0.037 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BAILARD, INC. CIK 0000750641 0.578 763 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 TEAM). Qtrs Held counts distinct quarters this fund has actually held TEAM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TEAM position size. Δ columns are the percentage-point change in TEAM'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