Signals

← Signals

☆TRP

641 in-universe funds with a nonzero position in TRP within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#1329
Score / z0.017 / 0.03
Consensus213.82 over 380 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

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0

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)
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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 ▾
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6,965.0 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3,539.0 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 2,545.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 2,282.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 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 2,138.5 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Capital International Investors CIK 0001562230 0.968 446 1,617.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FIL Ltd CIK 0000318989 0.878 1140 1,481.8 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 1,163.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1,067.2 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1,057.2 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 902.9 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 771.9 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 760.2 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 725.8 0.9% 3 +0.1 pp -0.0 pp +0.9 pp +0.9 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 618.2 1.1% 3 -0.6 pp -0.8 pp +1.1 pp +1.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 611.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 584.7 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 563.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆DODGE & COX CIK 0000200217 0.944 222 524.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 516.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 513.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 503.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 497.9 6.4% 2 +0.8 pp +6.4 pp +6.4 pp +6.4 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 493.5 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 492.6 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 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 472.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 455.4 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 454.7 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 442.1 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Capital World Investors CIK 0001422849 0.974 637 397.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 353.0 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KAYNE ANDERSON CAPITAL ADVISORS LP CIK 0000949615 0.924 53 291.7 6.4% 2 +1.2 pp +6.4 pp +6.4 pp +6.4 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 255.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 255.1 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 253.9 7.1% 2 +0.0 pp +7.1 pp +7.1 pp +7.1 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 247.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 244.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Amundi CIK 0001330387 0.000 1 227.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 218.9 2.9% 2 +0.4 pp +2.9 pp +2.9 pp +2.9 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 199.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amplify Investments, LLC CIK 0001632494 0.000 26 169.1 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 162.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 154.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 153.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 135.8 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆GQG Partners LLC CIK 0001697233 0.860 102 128.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 127.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 125.2 11.1% 2 +10.0 pp +11.1 pp +11.1 pp +11.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 115.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 114.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 113.2 0.8% 2 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Covalis Capital LLP CIK 0001698819 0.034 100 111.4 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 93.3 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 92.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 92.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 91.4 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 89.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 89.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 88.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 83.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 80.9 4.8% 2 -0.4 pp +4.8 pp +4.8 pp +4.8 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 79.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 78.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 75.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 75.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 74.5 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 0.600 73 74.3 4.2% 2 +0.5 pp +4.2 pp +4.2 pp +4.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 74.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Energy Income Partners, LLC CIK 0001388814 0.832 88 74.2 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Addenda Capital Inc. CIK 0001569411 0.638 128 71.9 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆M&G Plc CIK 0001802539 0.820 370 63.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 62.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 61.7 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 60.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 55.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Yaupon Capital Management LP CIK 0001755028 0.055 110 53.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 50.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 47.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 47.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 46.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 46.3 4.3% 2 +0.3 pp +4.3 pp +4.3 pp +4.3 pp
☆SIR Capital Management, L.P. CIK 0001434997 0.033 79 44.9 4.0% 2 -0.4 pp +4.0 pp +4.0 pp +4.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 44.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 44.6 5.0% 2 +0.2 pp +5.0 pp +5.0 pp +5.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 44.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 42.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 38.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fractal Investments LLC CIK 0001843590 0.851 80 35.3 5.1% 2 +0.6 pp +5.1 pp +5.1 pp +5.1 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 33.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 32.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 31.4 0.9% 2 -0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 31.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 29.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIKING FUND MANAGEMENT LLC CIK 0001169069 0.311 146 29.5 3.6% 2 +0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 29.1 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Capital International, Inc./CA/ CIK 0000895213 0.745 302 27.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 26.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Partners Group Holding AG CIK 0001534259 0.621 52 23.0 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Heathbridge Capital Management Ltd. CIK 0001503269 0.432 28 21.9 8.4% 2 +0.5 pp +8.4 pp +8.4 pp +8.4 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 21.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 20.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 20.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 19.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sourcerock Group LLC CIK 0001822531 0.784 36 18.8 1.3% 2 +0.5 pp +1.3 pp +1.3 pp +1.3 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 18.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 18.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 17.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 17.1 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆SIG North Trading, ULC CIK 0001868643 0.319 79 16.7 2.6% 2 +1.5 pp +2.6 pp +2.6 pp +2.6 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 16.1 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 16.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 16.0 0.0% 2 +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 15.9 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 15.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 15.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coleford Investment Management Ltd. CIK 0001939136 0.581 23 14.8 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 14.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 13.9 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 13.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 13.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 13.4 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 12.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Recurrent Investment Advisors LLC CIK 0001803146 0.719 71 12.4 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 12.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 11.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 11.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Fund Managers Ltd CIK 0001673907 0.066 174 11.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 10.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 10.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 10.2 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Heronetta Management, L.P. CIK 0001588225 0.831 15 10.1 5.6% 2 +0.7 pp +5.6 pp +5.6 pp +5.6 pp
☆Bell Bank CIK 0001002672 0.895 195 10.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 10.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 9.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USS Investment Management Ltd CIK 0001587381 0.888 617 9.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 9.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Partners Inc. CIK 0001884799 0.411 391 9.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 8.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital International Sarl CIK 0001065349 0.698 287 8.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 8.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triasima Portfolio Management inc. CIK 0001938757 0.172 127 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.013 136 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -0.1 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
☆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
☆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
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 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
☆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
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 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 TRP). Qtrs Held counts distinct quarters this fund has actually held TRP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TRP position size. Δ columns are the percentage-point change in TRP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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