Signals

TEM

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

Flow ranking

Rank#23435
Score / z-0.100 / -0.14
Consensus157.44 over 268 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+12% / 2.3d

Forensics

Clean as of 2026Q2
Accrual ratio0.006
F-score
M-score
Net issuance-99.6%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-17 LEFKOFSKY ERIC P 10b5-1 S $52,303
2026-09-17 Polovin Andrew 10b5-1 S $221,325
2026-09-17 Bartolucci Ryan M 10b5-1 S $529,650
2026-09-17 LEFKOFSKY ERIC P 10b5-1 S $4,231,970
2026-09-17 LEFKOFSKY ERIC P 10b5-1 S $400,747
2026-09-17 LEFKOFSKY ERIC P 10b5-1 S $9,935,443
2026-09-17 LEFKOFSKY ERIC P 10b5-1 S $941,374
2026-09-17 LEFKOFSKY ERIC P 10b5-1 S $551,965
2026-09-16 Fukushima Ryan 10b5-1 S $49,000

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
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 768.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 491.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARK Investment Management LLC CIK 0001697748 0.765 190 471.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
SOFTBANK GROUP CORP. (SFBQF, SFTBF) CIK 0001065521 0.902 30 343.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 303.0 0.0% 1 +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 270.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 263.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 245.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Amova Asset Management Americas, Inc. CIK 0001480751 0.731 276 245.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 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 161.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alphabet Inc. (GOOG, GOOGL, GOOGM, GOOGN) CIK 0001652044 0.000 28 98.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 92.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 84.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 75.7 0.1% 1 +0.1 pp +0.1 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 71.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 54.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 54.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lingotto Investment Management LLP CIK 0001732768 0.824 31 49.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 41.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 37.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 36.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 29.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 28.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 28.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 28.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 26.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 26.6 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 26.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 26.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RTW INVESTMENTS, LP CIK 0001493215 0.781 84 25.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Patient Capital Management, LLC CIK 0001854794 0.748 39 24.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 24.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLEAR STREET LLC CIK 0001708828 0.000 0 21.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 21.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 19.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KADENSA CAPITAL Ltd CIK 0001720980 0.063 28 19.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 18.1 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 16.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 14.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 13.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 13.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 13.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 13.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sculptor Capital LP CIK 0001054587 0.143 320 11.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARES MANAGEMENT LLC CIK 0001259313 0.823 44 10.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Q Fund Management (Hong Kong) Ltd CIK 0002078832 0.000 26 7.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
IQ EQ FUND MANAGEMENT (IRELAND) Ltd CIK 0001620943 0.314 289 7.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 7.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.9 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 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Blue Owl Capital Holdings LP CIK 0001858703 0.121 71 5.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Clarity Capital Partners LLC CIK 0002012239 0.556 108 5.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
ALLEN OPERATIONS LLC CIK 0001389544 0.777 33 4.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Westwind Capital CIK 0001729269 0.056 77 4.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 4.5 0.0% 2 +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 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 4.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Renaissance Capital LLC CIK 0001535058 0.222 52 4.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tairen Capital Ltd CIK 0001652062 0.000 44 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Dakota Wealth Management CIK 0001631353 0.544 771 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 3.3 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 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Green Alpha Advisors, LLC CIK 0001439207 0.151 113 3.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 3.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 2.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Finivi Inc. CIK 0002101641 0.183 111 2.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Hidden Lake Asset Management LP CIK 0001750312 0.000 15 2.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EFG Asset Management (North America) Corp. CIK 0001911412 0.000 0 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.0 0.0% 1 +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 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. CIK 0001817652 0.604 168 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ESSEX INVESTMENT MANAGEMENT CO LLC CIK 0000201772 0.131 306 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fund 1 Investments, LLC CIK 0001959730 0.078 45 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NKCFO LLC CIK 0001757282 0.145 92 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EntryPoint Capital, LLC CIK 0001992519 0.006 768 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 TEM). Qtrs Held counts distinct quarters this fund has actually held TEM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TEM position size. Δ columns are the percentage-point change in TEM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status