Signals

← Signals

☆UBS

739 in-universe funds with a nonzero position in UBS within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#300
Score / z0.658 / 0.92
Consensus245.90 over 446 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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)
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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 ▾
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 6,506.1 1.3% 3 +0.2 pp +0.5 pp +1.3 pp +1.3 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 6,423.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORGES BANK CIK 0001374170 0.994 1617 4,889.4 0.5% 1 +0.5 pp -0.1 pp +0.5 pp +0.5 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 3,177.9 1.0% 3 +0.0 pp +0.3 pp +1.0 pp +1.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2,968.8 1.0% 3 +0.1 pp +0.2 pp +1.0 pp +1.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 2,708.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 2,689.6 0.5% 3 +0.0 pp +0.4 pp +0.5 pp +0.5 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 2,310.6 5.0% 3 +0.0 pp +0.1 pp +5.0 pp +5.0 pp
☆Cevian Capital II GP LTD CIK 0001365341 0.979 3 2,228.3 60.9% 3 +3.0 pp +3.5 pp +60.9 pp +60.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,870.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital World Investors CIK 0001422849 0.974 637 1,729.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 1,676.3 1.6% 3 +0.2 pp +0.4 pp +1.6 pp +1.6 pp
☆DODGE & COX CIK 0000200217 0.944 222 1,556.2 0.8% 3 -0.1 pp -0.0 pp +0.8 pp +0.8 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1,371.0 0.4% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1,101.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 1,100.5 3.3% 3 +0.2 pp +0.6 pp +3.3 pp +3.3 pp
☆Amundi CIK 0001330387 0.000 1 922.5 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 836.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 814.9 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 646.7 2.1% 3 +0.4 pp +0.6 pp +2.1 pp +2.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 531.2 0.1% 3 +0.0 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 495.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 426.0 1.1% 3 -0.3 pp +0.9 pp +1.1 pp +1.1 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 411.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 408.8 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 392.5 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆CAISSE DES DEPOTS ET CONSIGNATIONS CIK 0001056947 0.946 235 369.6 8.4% 3 -5.3 pp -3.6 pp +8.4 pp +8.4 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 354.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 320.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 314.4 11.2% 3 +0.9 pp +2.0 pp +11.2 pp +11.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 312.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 295.7 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 280.8 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 269.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 264.6 0.7% 3 +0.2 pp +0.3 pp +0.7 pp +0.7 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 251.1 2.7% 3 +0.4 pp +0.3 pp +2.7 pp +2.7 pp
☆WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 242.4 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 229.1 0.2% 4 +0.0 pp -0.0 pp -0.6 pp +0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 226.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆M&G Plc CIK 0001802539 0.820 370 209.6 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 202.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 186.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LGT Group Foundation CIK 0001911278 0.801 284 171.0 1.9% 3 +0.4 pp +0.6 pp +1.9 pp +1.9 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 167.1 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AVIVA PLC CIK 0001140022 0.925 854 165.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 163.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 121.0 7.0% 3 +4.7 pp +5.9 pp +7.0 pp +7.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 114.8 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 114.6 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 114.4 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 113.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Liontrust Investment Partners LLP CIK 0001544204 0.226 194 104.2 1.5% 3 +0.5 pp +0.5 pp +1.5 pp +1.5 pp
☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 102.4 2.1% 3 +0.7 pp +0.4 pp +2.1 pp +2.1 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 102.1 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 101.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 99.4 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 99.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 97.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FIL Ltd CIK 0000318989 0.878 1140 96.4 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 91.7 1.9% 4 +0.2 pp +0.7 pp +0.8 pp +1.9 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 87.8 0.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 87.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 84.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 82.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 81.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 70.9 0.7% 3 +0.2 pp +0.3 pp +0.7 pp +0.7 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 66.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 65.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 63.8 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 63.6 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 58.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 58.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patient Capital Management, LLC CIK 0001854794 0.748 39 55.0 2.1% 3 -0.3 pp -0.8 pp +2.1 pp +2.1 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 53.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 52.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 52.3 0.9% 3 -0.3 pp -0.2 pp +0.9 pp +0.9 pp
☆Crocodile Capital Partners GmbH CIK 0001956498 0.772 12 49.6 29.6% 3 -4.1 pp -26.9 pp +29.6 pp +29.6 pp
☆GAM Holding AG CIK 0001438848 0.338 273 47.6 3.0% 3 +0.8 pp +1.0 pp +3.0 pp +3.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 43.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 41.5 0.9% 3 -0.1 pp -1.7 pp +0.9 pp +0.9 pp
☆ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 40.3 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 39.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 32.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 32.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 32.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CHANNING GLOBAL ADVISORS, LLC CIK 0001901222 0.471 41 32.0 20.4% 3 +1.4 pp +4.3 pp +20.4 pp +20.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 31.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Haven Global Partners, LLC CIK 0002051846 0.535 8 31.2 22.9% 3 +3.0 pp +5.0 pp +22.9 pp +22.9 pp
☆LEVIN CAPITAL STRATEGIES, L.P. CIK 0001354821 0.419 256 30.5 2.6% 3 +0.0 pp +0.3 pp +2.6 pp +2.6 pp
☆Systrade AG CIK 0001818160 0.744 14 29.1 17.8% 3 -1.1 pp -5.9 pp +17.8 pp +17.8 pp
☆Exane Asset Management CIK 0001666256 0.048 28 28.9 6.1% 3 -4.1 pp -6.7 pp +6.1 pp +6.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 28.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 28.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 26.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 25.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 25.4 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Mediolanum International Funds Ltd CIK 0002022028 0.592 452 25.3 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆USS Investment Management Ltd CIK 0001587381 0.888 617 24.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 24.0 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 23.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 22.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 22.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 21.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 19.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 17.3 1.6% 3 +0.2 pp +0.3 pp +1.6 pp +1.6 pp
☆GARDNER LEWIS ASSET MANAGEMENT L P CIK 0000941560 0.046 75 17.0 4.3% 3 +0.4 pp +1.2 pp +4.3 pp +4.3 pp
☆Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 16.8 1.4% 3 +0.2 pp +0.3 pp +1.4 pp +1.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 16.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Henry James International Management Inc. CIK 0001750423 0.252 91 15.8 5.0% 3 +0.4 pp +0.8 pp +5.0 pp +5.0 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 15.7 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 15.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 15.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 14.3 2.8% 3 +0.3 pp +0.5 pp +2.8 pp +2.8 pp
☆PDT Partners, LLC CIK 0001564702 0.042 489 14.2 0.9% 3 +0.1 pp +0.3 pp +0.9 pp +0.9 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.0 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 13.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LGT Fund Management Co Ltd. CIK 0001911284 0.521 235 13.7 1.1% 3 +0.2 pp +0.4 pp +1.1 pp +1.1 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 13.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 13.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 13.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 11.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 11.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 11.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Value Partners Investments Inc. CIK 0001800916 0.592 104 11.1 0.9% 3 +0.0 pp +0.2 pp +0.9 pp +0.9 pp
☆Promethos Capital, LLC CIK 0001908619 0.314 54 10.8 2.9% 3 +0.3 pp +0.5 pp +2.9 pp +2.9 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 10.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 10.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 10.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 9.8 2.2% 3 +0.8 pp +0.8 pp +2.2 pp +2.2 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 9.8 0.1% 3 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Permanens Capital L.P. CIK 0001599637 0.386 100 9.6 1.3% 3 +0.3 pp +0.6 pp +1.3 pp +1.3 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 9.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 9.6 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆DJE Kapital AG CIK 0001659196 0.349 124 9.5 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Black Diamond Capital Management I, LLLP CIK 0002084285 0.802 8 9.3 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 8.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 8.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INGALLS & SNYDER LLC CIK 0001041885 0.567 467 8.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 8.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 8.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 7.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 7.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 -0.1 pp -0.9 pp -0.3 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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 -0.4 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 +0.0 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 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
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA ADVISORS GROUP, INC. CIK 0001444949 0.078 117 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Governors Lane LP CIK 0001644187 0.123 184 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMF Tjanstepension AB CIK 0001553562 0.910 121 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 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
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 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
☆Saba Capital Management, L.P. CIK 0001510281 0.602 377 0.0 0.0% 0 +0.0 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
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lingohr Asset Management GmbH CIK 0001527570 0.031 109 0.0 0.0% 0 -1.5 pp -1.2 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
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Fullerton Fund Management Co Ltd. CIK 0001592746 0.427 119 0.0 0.0% 0 -1.1 pp -1.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diametric Capital, LP CIK 0001719087 0.000 473 0.0 0.0% 0 -0.1 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. CIK 0001282197 0.836 13 0.0 0.0% 0 +0.0 pp -6.9 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 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
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 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
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perbak Capital Partners LLP CIK 0001968437 0.000 0 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 0.0 0.0% 0 +0.0 pp -1.9 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
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.021 253 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Haven Private, LLC CIK 0002053665 0.242 171 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 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
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 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
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA CIK 0000315038 0.616 76 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sienna Gestion CIK 0002021242 0.252 178 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 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 UBS). Qtrs Held counts distinct quarters this fund has actually held UBS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UBS position size. Δ columns are the percentage-point change in UBS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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