Signals

← Signals

☆UL

1334 in-universe funds with a nonzero position in UL within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#22913
Score / z0.000 / -0.02
Consensus353.99 over 712 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 ▾
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 2,108.0 0.4% 3 -0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,484.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 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 581.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 541.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GQG Partners LLC CIK 0001697233 0.860 102 521.5 1.0% 3 +0.1 pp -0.0 pp +1.0 pp +1.0 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 371.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 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 320.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 289.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 253.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 248.6 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 247.5 0.0% 3 -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 245.3 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 240.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 226.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 197.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 182.8 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 165.4 0.3% 3 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 165.1 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆Hamlin Capital Management, LLC CIK 0001277403 0.815 30 163.7 3.7% 3 +0.3 pp +0.0 pp +3.7 pp +3.7 pp
☆HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 154.3 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 151.5 0.5% 3 -0.2 pp -0.4 pp +0.5 pp +0.5 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 140.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 137.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 128.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 126.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 120.1 2.3% 3 +0.1 pp -0.1 pp +2.3 pp +2.3 pp
☆Saratoga Research & Investment Management CIK 0001477872 0.809 46 119.4 6.5% 3 +0.5 pp +0.2 pp +6.5 pp +6.5 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 111.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY MANAGEMENT INC /WI/ CIK 0000764532 0.570 56 107.4 1.5% 3 -0.1 pp -0.3 pp +1.5 pp +1.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 103.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 98.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 95.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORGES BANK CIK 0001374170 0.994 1617 95.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Munich Reinsurance Co Stock Corp in Munich CIK 0002090208 0.476 164 92.0 2.0% 3 -0.2 pp +0.0 pp +2.0 pp +2.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 90.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 87.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 85.3 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 74.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COOKE & BIELER LP CIK 0000024386 0.694 100 74.0 0.9% 3 +0.4 pp +0.5 pp +0.9 pp +0.9 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 70.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 63.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SATURNA CAPITAL CORP CIK 0001316617 0.899 140 63.1 0.8% 3 +0.1 pp +0.3 pp +0.8 pp +0.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 62.1 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 56.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 55.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 51.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First Eagle Investment Management, LLC CIK 0001325447 0.890 425 50.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 48.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 48.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 43.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆St. James Investment Company, LLC CIK 0001504492 0.505 24 42.7 6.8% 3 +1.7 pp +0.8 pp +6.8 pp +6.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 40.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 40.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 40.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 39.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 38.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 37.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 37.8 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 37.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 35.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 35.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 34.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 34.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 34.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 32.5 0.0% 3 +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 31.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 29.5 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 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 29.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 28.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 27.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holowesko Partners Ltd. CIK 0001428569 0.214 34 27.6 7.0% 2 +5.5 pp +7.0 pp +7.0 pp +7.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 27.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 27.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 26.9 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 26.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 26.6 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 26.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 25.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 24.9 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 24.7 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 24.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 23.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 23.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 23.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 22.6 0.2% 1 +0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 0.325 51 22.6 2.6% 3 +0.6 pp +0.2 pp +2.6 pp +2.6 pp
☆CLARK ESTATES INC/NY CIK 0001056466 0.278 90 22.2 5.1% 3 +1.0 pp +2.6 pp +5.1 pp +5.1 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 22.1 2.2% 3 +0.3 pp +0.1 pp +2.2 pp +2.2 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 20.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 20.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 20.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 20.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 20.0 1.1% 3 -0.0 pp -0.2 pp +1.1 pp +1.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 19.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 18.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 18.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 17.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INGALLS & SNYDER LLC CIK 0001041885 0.567 467 17.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 17.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAR VISTA INVESTMENT PARTNERS LLC CIK 0001419999 0.594 33 17.1 1.7% 3 -0.3 pp -0.3 pp +1.7 pp +1.7 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 15.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 14.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆YACKTMAN ASSET MANAGEMENT LP CIK 0000905567 0.814 74 14.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Sanders Capital, LLC CIK 0001508097 0.970 47 14.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 14.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 13.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 13.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 13.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 13.4 0.2% 3 -0.2 pp -0.3 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 12.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 12.5 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆QV Investors Inc. CIK 0001570253 0.548 68 12.4 1.0% 3 -0.0 pp -0.2 pp +1.0 pp +1.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 12.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wallace Capital Management Inc. CIK 0001459754 0.837 77 12.1 1.3% 3 +0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 11.5 1.9% 3 -0.2 pp -0.4 pp +1.9 pp +1.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 11.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Eldred Rock Partners, LLC CIK 0001984180 0.460 29 11.0 2.4% 3 -0.3 pp -0.1 pp +2.4 pp +2.4 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 10.7 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 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 10.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 10.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 9.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Keystone Financial Planning, Inc. CIK 0001596906 0.687 39 9.7 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 9.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 9.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 9.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 9.3 0.2% 3 -0.2 pp -0.3 pp +0.2 pp +0.2 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 9.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Boston Common Asset Management, LLC CIK 0001409427 0.491 186 9.2 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 9.1 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆American Assets Investment Management, LLC CIK 0001389256 0.544 146 9.1 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 8.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 8.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆LEVIN CAPITAL STRATEGIES, L.P. CIK 0001354821 0.419 256 8.8 0.6% 3 -0.1 pp -0.3 pp +0.6 pp +0.6 pp
☆ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 8.7 1.2% 3 -0.5 pp -0.7 pp +1.2 pp +1.2 pp
☆Windle Wealth, LLC CIK 0001963452 0.422 35 8.5 3.4% 3 +0.4 pp -0.1 pp +3.4 pp +3.4 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.604 131 8.4 1.0% 3 +0.2 pp +0.1 pp +1.0 pp +1.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 8.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 8.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 8.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Phraction Management LLC CIK 0001907803 0.444 65 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perpetual Ltd CIK 0001647273 0.486 419 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +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% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beck Bode, LLC CIK 0001790548 0.122 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Walsh & Associates, LLC CIK 0002135144 0.506 245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆tru Independence LLC CIK 0001785445 0.641 108 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆OneAscent Investment Solutions LLC CIK 0001974438 0.071 144 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J. R. Prunier Capital Management LLC CIK 2136331 0.705 67 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nvest Wealth Strategies, Inc. CIK 0002106942 0.725 351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sapience Investments, LLC CIK 0001682598 0.022 114 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JCIC Asset Management Inc. CIK 0001492040 0.574 113 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆DV Trading LLC CIK 0001721757 0.000 395 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆WINTON GROUP Ltd CIK 0001612063 0.014 1137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 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 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
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☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPITAL & PLANNING, LLC CIK 0002053750 0.593 45 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aristotle Capital Management, LLC CIK 0000860644 0.898 212 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆Caitlin John, LLC CIK 0002010947 0.012 991 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 -0.1 pp +0.0 pp +0.0 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 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 -0.0 pp -0.0 pp -0.0 pp -0.1 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 UL). Qtrs Held counts distinct quarters this fund has actually held UL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UL position size. Δ columns are the percentage-point change in UL'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