Signals

← Signals

☆UFPI

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

Flow ranking

Rank#21096
Score / z0.000 / -0.01
Consensus126.29 over 209 funds
Momentumnot computed

Price & positioning

225 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

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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 687.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 557.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 288.8 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 193.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 173.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 168.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WASATCH ADVISORS LP CIK 0000814133 0.571 219 139.6 0.8% 3 +0.2 pp +0.1 pp +0.8 pp +0.8 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 138.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 115.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 114.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 97.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆River Road Asset Management, LLC CIK 0001341401 0.545 175 80.1 0.9% 3 +0.3 pp +0.8 pp +0.9 pp +0.9 pp
☆NORGES BANK CIK 0001374170 0.994 1617 75.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 73.4 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 73.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 45.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 43.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 42.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 41.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 40.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copeland Capital Management, LLC CIK 0001541743 0.466 265 39.6 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 37.1 0.0% 3 -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 36.9 0.0% 3 -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 34.8 0.0% 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 32.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 31.9 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 31.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GENDELL JEFFREY L CIK 0001056581 0.967 103 31.0 0.5% 3 +0.1 pp +0.4 pp +0.5 pp +0.5 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 28.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 28.3 0.0% 3 -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 25.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 25.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 24.9 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 23.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 20.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 19.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 18.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 17.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 17.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 14.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 13.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 11.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 11.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 10.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 10.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 10.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 10.2 0.0% 4 -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 9.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 9.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 9.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 9.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 8.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 8.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 8.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 8.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 7.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 7.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 7.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 6.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 6.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 6.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 6.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 5.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 4.9 0.7% 3 -4.8 pp -5.8 pp +0.7 pp +0.7 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 4.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 4.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 4.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Man Group plc CIK 0001637460 0.631 2032 4.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Narwhal Capital Management CIK 0001461287 0.675 155 4.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 3.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEIZERT CAPITAL PARTNERS, LLC CIK 0001134283 0.413 181 3.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 3.7 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Numerai GP LLC CIK 0001668527 0.018 710 3.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 3.3 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆Bridge City Capital, LLC CIK 0001713521 0.134 114 3.2 0.9% 3 -0.1 pp -0.6 pp +0.9 pp +0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 2.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.3 0.0% 2 -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 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Palisades Investment Partners, LLC CIK 0001427373 0.152 53 2.1 0.8% 3 -0.0 pp -0.2 pp +0.8 pp +0.8 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 0.253 292 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHICAGO TRUST Co NA CIK 0001601539 0.345 382 1.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 1.4 0.0% 3 -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 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 1.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STRS OHIO CIK 0000820478 0.777 2154 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IRONWOOD INVESTMENT MANAGEMENT LLC CIK 0001127761 0.210 177 1.3 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
☆COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.0 0.0% 0 +0.0 pp -0.0 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
☆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
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Weiss Asset Management LP CIK 0001357550 0.000 613 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp -0.0 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
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 0.0 0.0% 0 -0.9 pp -1.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 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
☆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
☆SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIM INVESTMENT MANAGEMENT INC CIK 0001179791 0.491 251 0.0 0.0% 0 +0.0 pp -0.0 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
☆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
☆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
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Granite Investment Partners, LLC CIK 0001542266 0.322 277 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
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 UFPI). Qtrs Held counts distinct quarters this fund has actually held UFPI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UFPI position size. Δ columns are the percentage-point change in UFPI'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