Signals

☆TRMB

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

Flow ranking

Rank#2136
Score / z0.000 / 0.02
Consensus204.83 over 368 funds
Momentumnot computed

Price & positioning

223 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

Score+0.00
Buys / cluster sells0 / 0

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
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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 1,096.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 779.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 649.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 620.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 596.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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 476.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 377.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GENERATION INVESTMENT MANAGEMENT LLP CIK 0001375534 0.938 28 368.0 3.6% 5 -1.0 pp -0.6 pp -0.9 pp -0.8 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 337.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Select Equity Group, L.P. CIK 0001592643 0.705 143 260.0 1.4% 5 -0.6 pp -1.3 pp -1.3 pp -1.4 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 230.1 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 227.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 200.4 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 195.8 0.6% 5 -0.1 pp -0.3 pp -0.4 pp +0.5 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 185.0 0.8% 5 -0.4 pp -0.6 pp -0.6 pp -0.6 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 179.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 162.1 0.0% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 162.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 158.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 151.9 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 140.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 129.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 127.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Contour Asset Management LLC CIK 0001510669 0.151 27 119.4 2.8% 5 -0.8 pp -3.0 pp -3.5 pp -6.6 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 112.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 110.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 109.0 0.1% 5 -0.0 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 108.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 101.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 93.6 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 84.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆No Street GP LP CIK 0001765774 0.675 32 73.2 4.4% 5 -0.5 pp +0.8 pp +0.5 pp +0.3 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 70.7 0.0% 5 +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 70.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 70.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 69.4 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ARK Investment Management LLC CIK 0001697748 0.764 190 68.2 0.4% 5 -0.2 pp -0.1 pp -0.0 pp -0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 67.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 65.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 63.1 0.0% 5 -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 59.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 58.8 0.1% 7 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 51.7 0.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Altshuler Shaham Ltd CIK 0001324290 0.550 464 51.4 0.6% 4 -0.7 pp -0.9 pp -1.1 pp +0.6 pp
☆Impax Asset Management Group plc CIK 0001749768 0.757 284 50.3 0.3% 5 -0.1 pp -0.4 pp -0.6 pp -0.6 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 48.3 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Amova Asset Management Americas, Inc. CIK 0001480751 0.731 276 47.7 0.6% 5 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 47.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 46.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 43.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 40.9 0.1% 5 -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 37.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 37.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 35.5 0.5% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆Candriam S.C.A. CIK 0001537014 0.787 677 34.2 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 33.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 33.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 31.1 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 30.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 29.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 28.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 28.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 27.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 27.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 0.689 184 25.7 0.4% 7 -0.0 pp -0.4 pp -0.5 pp -1.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 25.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 24.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 24.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 23.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 23.4 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 22.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Swedbank AB CIK 0000946431 0.941 696 21.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 21.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 20.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 20.6 0.9% 5 -0.9 pp -1.0 pp -1.5 pp -1.2 pp
☆GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 20.0 1.0% 5 -0.4 pp -0.7 pp -0.8 pp -0.7 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 20.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 18.4 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Philosophy Capital Management LLC CIK 0001869199 0.250 35 18.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 17.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MIROVA CIK 0001767843 0.366 185 17.3 0.6% 5 -0.1 pp -2.1 pp -2.0 pp -1.9 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 17.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 17.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Foresight Group Ltd Liability Partnership CIK 0001943441 0.271 62 17.0 3.1% 5 -1.2 pp -1.4 pp -1.6 pp -1.4 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 17.0 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 16.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 16.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 16.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 15.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 15.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 14.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Railway Pension Investments Ltd CIK 0001658020 0.554 102 13.4 0.2% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 13.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 13.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 12.8 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Cornerstone Capital, Inc. CIK 0000819535 0.576 120 12.2 1.1% 5 -0.5 pp -0.6 pp -0.7 pp -0.6 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 12.1 0.8% 5 -0.3 pp -0.5 pp -0.7 pp -0.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SPEECE THORSON CAPITAL GROUP INC CIK 0000900169 0.350 37 11.7 2.5% 2 +0.8 pp +2.5 pp +2.5 pp +2.5 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 11.7 0.1% 2 +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 11.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 10.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 10.8 0.6% 5 -0.3 pp -1.0 pp -1.2 pp -1.2 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 10.8 1.2% 3 -0.5 pp -0.8 pp +1.2 pp +1.2 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 10.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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 10.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 10.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 10.6 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 10.5 0.4% 1 +0.4 pp -0.0 pp -0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 10.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Telemark Asset Management, LLC CIK 0001420816 0.498 57 10.2 0.7% 5 -0.5 pp -1.6 pp -1.6 pp -1.7 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 10.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 9.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vinva Investment Management Ltd CIK 0001968109 0.574 468 9.8 0.1% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆ALTRINSIC GLOBAL ADVISORS LLC CIK 0001167388 0.901 55 9.7 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 9.1 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 8.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 8.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 8.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 8.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 8.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 8.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 8.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 8.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 8.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 8.1 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 7.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 7.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 7.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEB Asset Management AB CIK 0002127509 0.832 700 7.0 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 6.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 6.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.5 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 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ninety One North America, Inc. CIK 0001633343 0.550 106 6.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 6.3 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Board of the Pension Protection Fund CIK 0002041021 0.002 110 0.0 0.0% 0 -1.6 pp -0.0 pp -0.3 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.0 0.0% 0 -0.0 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
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Applied Finance Capital Management, LLC CIK 0001966007 0.403 218 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LECAP ASSET MANAGEMENT LTD CIK 0001990849 0.000 254 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Alamea Verwaltungs GmbH CIK 0001727645 0.240 73 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JACKSON SQUARE CAPITAL, LLC CIK 0001812178 0.313 138 0.0 0.0% 0 +0.0 pp -0.9 pp -1.2 pp -1.2 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TCW GROUP INC CIK 0000850401 0.730 629 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Wellington Shields & Co., LLC CIK 0001506073 0.261 329 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SENTRY INVESTMENT MANAGEMENT LLC CIK 0000089014 0.896 1 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gator Capital Management, LLC CIK 0001570284 0.259 67 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆New England Research & Management, Inc. CIK 0001596077 0.109 134 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.6 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 0.0 0.0% 0 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆JANA Partners Management, LP CIK 0001998597 0.000 10 0.0 0.0% 0 +0.0 pp +0.0 pp -7.4 pp -13.8 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 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
☆FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 0.522 180 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liontrust Investment Partners LLP CIK 0001544204 0.226 194 0.0 0.0% 0 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 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 TRMB). Qtrs Held counts distinct quarters this fund has actually held TRMB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TRMB position size. Δ columns are the percentage-point change in TRMB'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