Signals

← Signals

☆UFPT

340 in-universe funds with a nonzero position in UFPT within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1229
Score / z0.043 / 0.02
Consensus105.28 over 174 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

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 212.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WASATCH ADVISORS LP CIK 0000814133 0.571 219 150.5 1.0% 4 +0.0 pp +0.3 pp +0.2 pp +1.0 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 101.3 0.7% 4 +0.0 pp +0.3 pp +0.2 pp +0.7 pp
☆Boston Trust Walden Corp CIK 0001534866 0.673 396 61.4 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 58.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 58.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 44.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 36.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 36.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 34.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 33.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AltraVue Capital, LLC CIK 0001740837 0.784 26 29.8 2.6% 4 -0.2 pp +0.0 pp -0.7 pp +2.6 pp
☆GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 25.4 0.5% 4 -0.1 pp -0.0 pp +0.2 pp +0.5 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 25.2 0.5% 4 -0.1 pp -0.0 pp -0.2 pp +0.5 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 24.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 24.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Swedbank AB CIK 0000946431 0.941 696 22.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 21.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070 0.328 107 20.9 2.6% 4 +0.2 pp +0.9 pp +0.6 pp +2.6 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 20.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 16.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 15.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 15.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 14.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆De Lisle Partners LLP CIK 0002011184 0.284 178 14.4 1.7% 4 -0.4 pp -0.2 pp -1.1 pp +1.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 11.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN CAPITAL MANAGEMENT LLC CIK 0000885062 0.121 54 11.4 1.6% 4 +0.1 pp +0.2 pp +0.4 pp +1.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impax Asset Management Group plc CIK 0001749768 0.757 284 10.7 0.1% 1 +0.1 pp +0.1 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 10.6 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 10.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Applied Fundamental Research, LLC CIK 0001849776 0.494 10 10.2 13.5% 4 +1.8 pp +4.0 pp +5.0 pp +13.5 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 10.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 10.0 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NEUMEIER POMA INVESTMENT COUNSEL LLC CIK 0001044936 0.450 42 9.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 8.5 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 8.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 8.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisades Investment Partners, LLC CIK 0001427373 0.152 53 7.3 2.9% 4 -0.1 pp +0.1 pp -0.8 pp +2.9 pp
☆Ranger Investment Management, L.P. CIK 0001319691 0.273 83 7.0 0.5% 4 -0.0 pp -0.0 pp -0.2 pp +0.5 pp
☆Legato Capital Management LLC CIK 0001442641 0.058 678 6.9 0.6% 4 -0.0 pp -0.2 pp -0.5 pp +0.6 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 5.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 5.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 5.1 0.6% 4 -0.1 pp -0.0 pp -0.1 pp +0.6 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 0001238990 0.383 164 4.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Davidson Capital Management Inc. CIK 0001808748 0.604 96 4.4 0.8% 2 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RICE HALL JAMES & ASSOCIATES, LLC CIK 0001230765 0.367 240 4.1 0.2% 4 +0.1 pp +0.1 pp -0.0 pp +0.2 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 4.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 4.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Bridge City Capital, LLC CIK 0001713521 0.134 114 3.8 1.1% 4 -0.0 pp -0.4 pp -0.7 pp +1.1 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 3.7 0.0% 1 +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 3.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 3.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 3.2 0.6% 4 -0.1 pp +0.0 pp -1.2 pp +0.6 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 3.1 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EFG International AG CIK 0002109868 0.615 1088 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 2.8 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 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 2.3 0.3% 4 -0.0 pp +0.0 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 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 2.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 2.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.9 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 1.8 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Motley Fool Asset Management LLC CIK 0001512814 0.684 249 1.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆OAK RIDGE INVESTMENTS LLC CIK 0001054554 0.366 170 1.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First National Advisers, LLC CIK 0001941030 0.386 251 1.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ISTHMUS PARTNERS, LLC CIK 0001639666 0.299 226 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 1.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.4 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 1.3 0.2% 6 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Laurus Global Equity Management Inc. CIK 0001869316 0.368 45 1.2 1.2% 4 +0.3 pp +0.5 pp +0.4 pp +1.2 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 0.8 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.7 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Peterson Wealth Services CIK 0001906799 0.450 245 0.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beaton Management Co. Inc. CIK 0001714678 0.190 157 0.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 0.6 0.0% 2 +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 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Inspire Investing, LLC CIK 0001670139 0.034 1266 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 0.5 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 0.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Vestcor Inc CIK 0001536925 0.400 1189 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CIK 0001050463 0.239 122 0.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Liontrust Investment Partners LLP CIK 0001544204 0.226 194 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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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 UFPT). Qtrs Held counts distinct quarters this fund has actually held UFPT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UFPT position size. Δ columns are the percentage-point change in UFPT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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