Signals

← Signals

☆UHALB

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

Flow ranking

Rank#1597
Score / z0.004 / -0.01
Consensus124.41 over 210 funds
Momentumnot computed

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
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 ▾
☆YACKTMAN ASSET MANAGEMENT LP CIK 0000905567 0.814 74 357.6 4.4% 5 +0.8 pp +0.6 pp +0.4 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 271.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 266.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 253.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 243.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 217.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABRAMS CAPITAL MANAGEMENT, L.P. CIK 0001358706 0.977 11 187.6 3.4% 5 +0.3 pp +0.7 pp +0.7 pp +0.5 pp
☆HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 142.6 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Smead Capital Management, Inc. CIK 0001427008 0.817 32 117.2 2.5% 5 +0.4 pp +0.1 pp -0.1 pp -0.6 pp
☆REINHART PARTNERS, LLC. CIK 0001080298 0.674 72 112.6 2.6% 5 +0.2 pp +0.0 pp -0.3 pp -0.7 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 112.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 101.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 73.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 58.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 49.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 47.4 1.6% 5 +0.3 pp +0.5 pp +0.4 pp +1.3 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 43.6 0.1% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 38.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 36.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 35.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wallace Capital Management Inc. CIK 0001459754 0.837 77 32.2 3.5% 2 +0.7 pp +3.5 pp +3.5 pp +3.5 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 30.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Tweedy, Browne Co LLC CIK 0000732905 0.823 91 26.7 2.0% 5 +0.4 pp +0.3 pp -0.0 pp -0.4 pp
☆Bruce & Co., Inc. CIK 0001358331 0.594 41 24.1 6.5% 5 +0.7 pp -0.0 pp -0.6 pp -1.5 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 22.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 21.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 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 20.9 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 18.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tensile Capital Management LP CIK 0001598843 0.624 22 18.3 2.5% 3 +0.1 pp +2.1 pp +2.5 pp +2.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 16.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 16.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THIRD AVENUE MANAGEMENT LLC CIK 0001099281 0.473 55 16.4 2.6% 5 +0.6 pp +0.4 pp +0.1 pp -0.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 16.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DigitalBridge Group, Inc. (DBRG, DBRG-PH, DBRG-PI, DBRG-PJ) CIK 0001679688 0.391 57 15.9 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 14.9 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 14.7 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 0001085936 0.494 243 13.8 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 12.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Deltroit Asset Management (UK) LLP CIK 0002104766 0.477 31 12.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 12.1 0.0% 5 -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 12.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 11.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 10.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 10.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bayberry Capital Partners LP CIK 0001771524 0.163 27 10.7 3.7% 5 -0.6 pp -2.5 pp -3.0 pp -4.0 pp
☆NFC Investments, LLC CIK 0001512858 0.653 43 10.4 2.6% 3 +0.4 pp +0.7 pp +2.6 pp +2.6 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 10.1 0.3% 5 +0.3 pp +0.3 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 9.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 8.9 1.0% 5 +0.1 pp +0.1 pp +0.0 pp -0.2 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 8.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 8.1 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 8.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oppenheimer & Close, LLC CIK 0001591377 0.233 57 7.9 5.0% 5 +1.2 pp +1.3 pp +3.3 pp +3.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 7.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kerrisdale Advisers, LLC CIK 0001569688 0.050 114 7.3 1.8% 5 -0.3 pp +0.6 pp +0.4 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 7.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Applied Fundamental Research, LLC CIK 0001849776 0.494 10 6.9 8.1% 5 +1.1 pp -1.7 pp -1.5 pp -0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 6.7 1.0% 7 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 6.0 0.4% 5 -0.0 pp +0.1 pp +0.1 pp -0.2 pp
☆Man Group plc CIK 0001637460 0.631 2032 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capula Management Ltd CIK 0001557017 0.914 303 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 5.1 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 5.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 4.9 1.0% 4 +0.1 pp +0.3 pp +0.4 pp +1.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Orvieto Partners, L.P. CIK 0002052484 0.193 42 4.9 3.7% 2 +1.4 pp +3.7 pp -1.0 pp -0.7 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 4.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Diversified Investment Strategies, LLC CIK 0001427196 0.482 52 4.8 3.1% 5 +0.7 pp +0.6 pp +0.3 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 4.8 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 4.6 0.6% 5 +0.3 pp +0.3 pp +0.2 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.2 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 4.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 3.9 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 3.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 3.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Skylands Capital, LLC CIK 0001299910 0.457 166 2.9 0.4% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Logan Stone Capital, LLC CIK 0001535521 0.058 155 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆INKWELL CAPITAL LLC CIK 0002050138 0.217 31 2.8 2.9% 5 +0.7 pp +0.6 pp +0.3 pp -0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.7 0.0% 5 -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 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ROBOTTI ROBERT CIK 0001105838 0.673 61 2.5 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 2.5 0.4% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 2.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 2.4 0.0% 5 +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 2.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GRATIA CAPITAL, LLC CIK 0001599793 0.177 25 2.1 2.4% 2 +0.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 2.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 2.0 1.1% 5 +0.1 pp -0.1 pp -0.3 pp -0.5 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 1.9 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INGALLS & SNYDER LLC CIK 0001041885 0.567 467 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 1.7 0.1% 2 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.7 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 1.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1.5 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Gem Investment Advisors, LLC CIK 0001580018 0.257 35 1.5 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 1.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.3 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 1.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Hyperion Capital Advisors LP CIK 0001794499 0.314 67 1.4 0.6% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.1 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 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 1.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 1.0 0.7% 5 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.8 0.0% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 0.7 0.0% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Claret Asset Management Corp CIK 0001735513 0.442 498 0.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.7 0.0% 5 +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 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lipe & Dalton CIK 0001570396 0.333 94 0.6 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXQ CAPITAL, LP CIK 0001916908 0.003 960 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bristlecone Value Partners, LLC CIK 0001313998 0.460 70 0.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Frec Markets, Inc. CIK 0002111359 0.176 905 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆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
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☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Corient IA LP CIK 0002058426 0.030 249 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
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☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Swedbank AB CIK 0000946431 0.941 696 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Harspring Capital Management, LLC CIK 0001652327 0.190 7 0.0 0.0% 0 -3.4 pp -3.2 pp -3.6 pp -3.5 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆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
☆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
☆OSTRUM ASSET MANAGEMENT CIK 0001767945 0.500 549 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Estuary Capital Management LP CIK 0001965005 0.035 21 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 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 UHALB). Qtrs Held counts distinct quarters this fund has actually held UHALB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UHALB position size. Δ columns are the percentage-point change in UHALB'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