Signals

TER

1629 in-universe funds with a nonzero position in TER within the trailing 4 quarters, as of 2026Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-17 Insider MATZ MARILYN disposed via sale ($140,444)

Flow ranking

Rank#24485
Score / z-0.149 / -0.16
Consensus454.17 over 899 funds
Momentum1.59 ≠

Price & positioning

224 cached closes, trailing year
Drawdown0%
Short interest+3% / 1.3d

Forensics

M-score as of 2026Q2
Accrual ratio-0.019
F-score6
M-score-1.46
Net issuance-103.0%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-17 MATZ MARILYN 10b5-1 S $140,444

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 9,404.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 4,947.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 4,177.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 3,527.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 3,233.5 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 2,220.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 1,986.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,315.1 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 1,261.8 0.8% 5 +0.2 pp +0.4 pp +0.3 pp +0.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1,144.1 0.4% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
NORGES BANK CIK 0001374170 0.994 1617 1,076.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 1,046.6 4.0% 5 +0.3 pp +2.0 pp +2.2 pp +3.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 962.8 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 957.1 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 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 926.4 0.0% 7 +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 842.8 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 795.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 733.1 1.7% 5 +0.4 pp +0.7 pp +1.0 pp +1.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 727.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
LONE PINE CAPITAL LLC CIK 0001061165 0.321 34 722.4 4.4% 2 -0.0 pp +4.4 pp +4.4 pp +4.4 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 656.1 0.1% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 619.8 0.2% 7 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 581.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 540.5 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 520.5 0.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 491.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 472.8 0.5% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 459.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 435.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 427.4 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 364.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 351.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 334.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Anther Capital Ltd CIK 0002126503 0.606 21 322.8 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
WT Asset Management Ltd CIK 0001780365 0.252 29 319.4 6.3% 4 +2.9 pp +4.3 pp +4.4 pp +6.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 318.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ARK Investment Management LLC CIK 0001697748 0.764 190 312.0 2.0% 5 -0.8 pp -1.0 pp -0.2 pp +0.6 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 295.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 290.4 0.6% 5 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 287.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 283.6 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 271.3 0.4% 5 -0.3 pp -0.1 pp -0.0 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 264.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 254.2 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 251.7 0.7% 4 +0.3 pp +0.6 pp +0.6 pp +0.7 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 250.9 0.2% 5 +0.2 pp -0.0 pp +0.2 pp +0.2 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 240.2 0.4% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
Capital International Investors CIK 0001562230 0.968 446 235.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 235.1 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 227.0 0.2% 5 -0.0 pp +0.0 pp +0.2 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 221.9 0.3% 5 -0.8 pp -0.5 pp -0.9 pp +0.3 pp
Swiss National Bank CIK 0001582202 0.961 2301 213.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 209.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 208.4 0.3% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 206.9 0.1% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 194.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 187.3 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 186.2 0.3% 4 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 175.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GF FUND MANAGEMENT CO. LTD. CIK 0002057060 0.516 587 175.6 2.1% 3 +0.6 pp +0.9 pp +2.1 pp +2.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 172.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 164.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 157.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 156.7 3.7% 5 +0.9 pp +2.1 pp +2.3 pp +2.7 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 150.1 0.1% 5 -0.1 pp +0.1 pp -0.0 pp +0.1 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 149.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 148.0 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 145.8 0.1% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 137.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
National Pension Service CIK 0001608046 0.956 552 136.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vinva Investment Management Ltd CIK 0001968109 0.574 468 130.6 0.9% 3 +0.5 pp +0.7 pp +0.9 pp +0.9 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 127.7 0.1% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Amova Asset Management Americas, Inc. CIK 0001480751 0.731 276 124.9 1.6% 5 -0.7 pp -0.8 pp -0.6 pp +0.1 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 121.7 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
CAPITOLIS LIQUID GLOBAL MARKETS LLC CIK 0002094379 0.370 320 121.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 118.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 109.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 105.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 99.5 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 96.2 0.1% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 96.0 0.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
DSM CAPITAL PARTNERS LLC CIK 0001214639 0.842 70 95.3 1.6% 2 +1.1 pp +1.6 pp +1.6 pp +1.6 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 93.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 92.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 91.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 91.0 0.1% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 90.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 90.3 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 88.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 88.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Employees Provident Fund Board CIK 0001600177 0.852 68 87.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 87.1 0.1% 6 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Tensor Edge Capital, LLC CIK 0002096531 0.543 17 86.2 6.0% 2 -3.0 pp +6.0 pp +6.0 pp +6.0 pp
Defiance ETFs, LLC CIK 0001732541 0.057 384 82.0 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 81.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Man Group plc CIK 0001637460 0.631 2032 80.0 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 73.7 0.4% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 71.4 1.0% 3 +0.3 pp +0.8 pp +1.0 pp +1.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 68.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Hood River Capital Management LLC CIK 0001578177 0.546 166 67.9 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
NATIXIS CIK 0001274981 0.561 1107 67.9 0.3% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 67.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 66.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 66.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 66.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 65.3 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 63.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 62.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Robeco Schweiz AG CIK 0001418427 0.613 126 62.5 1.0% 5 +0.2 pp -0.1 pp +0.0 pp +0.3 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 62.4 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 62.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 62.1 0.3% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Korea Investment CORP CIK 0001441689 0.896 677 60.8 0.1% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 60.8 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 59.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 58.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alta Park Capital, LP CIK 0001621855 0.086 26 58.4 5.4% 4 +1.0 pp +1.6 pp +1.6 pp +5.4 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 58.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
WINSLOW ASSET MANAGEMENT INC CIK 0001286534 0.536 82 57.2 9.9% 5 +2.3 pp +4.9 pp +6.3 pp +7.3 pp
Silvant Capital Management LLC CIK 0001738728 0.561 385 57.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 56.9 0.1% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 56.8 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 55.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 55.8 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 55.2 2.3% 5 -0.0 pp +0.5 pp +1.0 pp +1.4 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 55.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 53.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Amanah Holdings Trust CIK 0002076121 0.819 20 53.2 3.1% 2 -0.5 pp +3.1 pp +3.1 pp +3.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 52.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 52.2 0.3% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 51.5 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 51.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 51.3 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.2 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 50.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 50.1 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 48.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 47.7 0.2% 4 -0.3 pp +0.1 pp +0.1 pp +0.2 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 47.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WINDWARD CAPITAL MANAGEMENT CO /CA CIK 0001078635 0.751 73 47.4 3.6% 5 +1.2 pp +2.1 pp +2.5 pp +2.8 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 46.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 46.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 45.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 44.5 0.1% 7 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 44.4 0.1% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 44.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 43.0 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 42.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Altar Rock LLC CIK 2156071 0.071 77 0.0 0.0% 0 -0.3 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 TER). Qtrs Held counts distinct quarters this fund has actually held TER (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TER position size. Δ columns are the percentage-point change in TER's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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