Signals

← Signals

☆UI

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

Flow ranking

Rank#24721
Score / z-0.440 / -0.55
Consensus115.57 over 205 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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 163.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 105.9 0.1% 5 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
☆SW Investment Management LLC CIK 0001824821 0.648 5 74.8 21.3% 5 -3.7 pp +0.7 pp -3.5 pp -3.3 pp
☆Capital World Investors CIK 0001422849 0.974 637 60.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 54.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 48.8 0.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 39.5 0.0% 5 -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 37.1 0.0% 5 -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 36.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 36.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 35.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 34.7 0.0% 1 +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 30.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 27.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 27.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 24.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 24.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 23.4 0.0% 6 -0.2 pp -0.1 pp -0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 22.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 21.7 0.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 21.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Impact Advisors, LLC CIK 0001602198 0.253 29 20.0 1.1% 5 -4.3 pp -0.6 pp -2.7 pp -1.7 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 19.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LONG WALK MANAGEMENT LP CIK 0001869470 0.335 14 18.4 4.2% 5 -6.2 pp -6.2 pp -7.1 pp -3.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 18.1 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 17.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 17.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 15.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 15.4 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 14.0 0.5% 1 +0.5 pp -0.2 pp -0.3 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 13.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claret Asset Management Corp CIK 0001735513 0.442 498 13.1 1.4% 5 -0.9 pp -0.2 pp -0.6 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 12.8 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 12.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 10.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 10.6 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 10.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 9.9 0.2% 5 -0.3 pp -0.1 pp -0.1 pp -0.0 pp
☆LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 9.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 8.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 8.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 8.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 7.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.4 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 7.0 0.6% 4 -1.2 pp -0.7 pp -0.1 pp +0.6 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 5.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Inspire Investing, LLC CIK 0001670139 0.034 1266 5.7 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 5.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUSSMAN STRATEGIC ADVISORS, INC. CIK 0001179475 0.008 231 5.0 1.2% 5 +0.4 pp +0.0 pp +0.6 pp -0.4 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 4.7 0.0% 1 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 4.7 0.2% 3 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 4.2 0.5% 1 +0.5 pp -0.2 pp -0.3 pp -0.1 pp
☆CVFG LLC CIK 0002050974 0.313 250 4.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Willis Investment Counsel CIK 0001310929 0.439 125 3.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 3.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lagoda Investment Management, L.P. CIK 0001632108 0.362 25 3.5 2.0% 5 -2.4 pp -1.8 pp -3.1 pp -2.6 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 3.4 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 3.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 3.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 3.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 3.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆USS Investment Management Ltd CIK 0001587381 0.888 617 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Motley Fool Asset Management LLC CIK 0001512814 0.684 249 2.5 0.1% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vest Financial, LLC CIK 0001709632 0.555 420 2.4 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 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 2.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 2.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 2.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 2.0 0.1% 5 -0.1 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 1.9 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 1.9 0.0% 5 -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 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 1.8 0.1% 4 -0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 1.7 0.2% 1 +0.2 pp +0.0 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestcor Inc CIK 0001536925 0.400 1189 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXQ CAPITAL, LP CIK 0001916908 0.003 960 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cumberland Partners Ltd CIK 0001578985 0.443 153 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 1.2 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSSIAM CIK 0001767471 0.182 680 1.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Entropy Technologies, LP CIK 0001976151 0.010 929 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 1.0 0.3% 4 -0.2 pp -0.0 pp -0.2 pp +0.3 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Odyssean, LLC CIK 0002092853 0.021 485 1.0 0.2% 2 -0.4 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Intrinsic Value Partners, LLC CIK 0001910364 0.407 73 0.9 0.6% 5 -0.7 pp -0.5 pp -0.8 pp -0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.8 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 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.8 0.2% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 0.7 0.2% 5 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.7 0.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
☆Voleon Capital Management LP CIK 0001479847 0.338 761 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.7 0.1% 4 -0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆North Dakota State Investment Board CIK 0002064039 0.492 826 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.6 0.0% 5 +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 0.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hunting Hill Global Capital, LLC CIK 0001697398 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 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
☆Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DENALI ADVISORS LLC CIK 0001142941 0.174 318 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 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 -0.1 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Abacus FCF Advisors LLC CIK 0001604903 0.160 58 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.9 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMN Financial LLC CIK 0002113267 0.057 229 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Grant Private Wealth Management Inc CIK 0002056418 0.335 164 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 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
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.4 pp -0.3 pp -0.5 pp -0.3 pp
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☆LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.049 82 0.0 0.0% 0 +0.0 pp -1.6 pp -1.9 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆CFC Planning Co LLC CIK 0001854428 0.192 70 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
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☆Bannerstone Capital Management, LLC CIK 0002083499 0.053 112 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 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 UI). Qtrs Held counts distinct quarters this fund has actually held UI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UI position size. Δ columns are the percentage-point change in UI'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