Signals

← Signals

☆UNH

4076 in-universe funds with a nonzero position in UNH within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#624
Score / z0.255 / 0.29
Consensus989.67 over 2027 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 31,946.6 0.5% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 24,651.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 18,966.6 0.6% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Capital World Investors CIK 0001422849 0.974 637 12,422.8 1.5% 5 +0.4 pp +0.5 pp +0.4 pp +0.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 11,634.7 0.5% 5 +0.3 pp +0.3 pp +0.3 pp +0.2 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 10,176.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 9,008.1 0.5% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 8,242.8 1.1% 5 +0.2 pp +0.7 pp +0.7 pp +0.7 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 6,149.4 0.3% 7 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 5,293.9 0.5% 1 +0.5 pp +0.1 pp +0.5 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 4,449.3 0.7% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 4,436.9 0.8% 5 +0.3 pp -0.1 pp -0.2 pp -0.6 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 4,378.6 0.6% 5 -0.1 pp +0.2 pp -0.2 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 4,046.5 0.3% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 3,774.9 1.1% 5 +0.6 pp +0.5 pp +0.5 pp +0.5 pp
☆DODGE & COX CIK 0000200217 0.944 222 3,770.7 2.0% 5 +0.6 pp +0.3 pp +0.2 pp +0.4 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3,641.4 0.4% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3,592.6 0.8% 5 +0.4 pp +0.3 pp +0.3 pp +0.4 pp
☆Capital International Investors CIK 0001562230 0.968 446 3,237.9 0.7% 5 +0.1 pp -0.3 pp -0.3 pp -0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2,898.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2,850.8 0.2% 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 2,716.2 0.5% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanders Capital, LLC CIK 0001508097 0.970 47 2,451.6 2.5% 5 +0.5 pp +0.2 pp -0.1 pp -0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 2,444.9 0.5% 6 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 2,399.4 7.3% 5 +2.0 pp +1.5 pp +1.4 pp +1.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2,153.8 0.4% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 2,119.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Amundi CIK 0001330387 0.000 1 2,100.9 0.5% 5 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2,075.3 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 1,946.4 0.4% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,875.4 0.4% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1,662.1 0.8% 5 -0.1 pp +0.1 pp -0.1 pp -0.2 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 1,555.3 0.4% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1,526.8 0.8% 5 +0.3 pp +0.2 pp +0.2 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 1,504.0 0.3% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,479.9 0.2% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1,424.5 0.4% 7 +0.2 pp +0.0 pp -0.0 pp -0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,374.2 0.4% 6 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 1,251.1 0.6% 5 +0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 1,174.2 2.6% 5 +0.5 pp +0.4 pp +0.0 pp +0.6 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 1,065.7 0.6% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 1,064.0 0.6% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 1,061.3 0.8% 5 +0.6 pp +0.5 pp +0.4 pp +0.5 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 1,055.1 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 1,005.6 0.9% 6 +0.7 pp +0.6 pp +0.7 pp +0.7 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1,000.6 0.3% 7 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 971.8 0.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 860.9 0.7% 5 +0.1 pp +0.0 pp -0.1 pp +0.1 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 847.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 819.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆National Pension Service CIK 0001608046 0.956 552 818.9 0.5% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 811.1 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 799.8 0.5% 6 +0.1 pp -0.0 pp -0.1 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 783.0 0.7% 5 -0.4 pp +0.4 pp +0.1 pp -0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 761.9 0.6% 5 +0.2 pp +0.1 pp +0.6 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 740.3 0.5% 5 -0.0 pp -0.9 pp -0.5 pp -0.4 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 737.2 0.3% 5 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 729.1 0.3% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆Swedbank AB CIK 0000946431 0.941 696 719.7 0.6% 4 +0.3 pp +0.3 pp +0.2 pp +0.6 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 672.3 0.5% 5 +0.2 pp +0.1 pp +0.4 pp +0.4 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 670.7 0.6% 5 -0.5 pp -0.2 pp -0.5 pp -0.5 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 654.7 1.5% 5 +0.4 pp +0.3 pp +0.3 pp +0.7 pp
☆MARSHFIELD ASSOCIATES CIK 0000914976 0.905 17 634.3 14.9% 5 +4.6 pp +5.3 pp +5.2 pp +8.4 pp
☆BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 607.7 1.8% 5 +0.7 pp +0.4 pp +0.7 pp +0.8 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 607.6 0.5% 6 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 599.9 1.0% 5 +0.2 pp +0.0 pp -0.0 pp -0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 584.3 0.6% 1 +0.6 pp +0.5 pp +0.6 pp +0.5 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 583.9 0.3% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 581.6 0.5% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 566.8 0.8% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 566.6 0.3% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 559.5 0.4% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 542.8 0.7% 5 +0.4 pp +0.2 pp +0.1 pp +0.6 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 537.6 0.7% 5 +0.3 pp +0.1 pp +0.3 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 531.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DAVIS SELECTED ADVISERS CIK 0001036325 0.905 112 529.8 2.3% 5 +0.7 pp +0.4 pp +0.2 pp +0.4 pp
☆FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 528.1 3.1% 5 -0.1 pp +0.0 pp -0.6 pp +0.7 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 501.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 487.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 475.1 2.2% 5 +1.0 pp +1.1 pp +1.0 pp +1.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 469.9 0.7% 6 +0.1 pp -0.0 pp +0.0 pp -0.2 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 467.1 1.1% 5 +0.4 pp +0.9 pp +0.9 pp +1.0 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 461.4 0.6% 5 +0.2 pp +0.2 pp +0.3 pp +0.2 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 458.6 1.0% 5 +1.0 pp +1.0 pp +1.0 pp +0.9 pp
☆Veritas Asset Management LLP CIK 0001541448 0.871 21 448.1 8.1% 5 -0.6 pp -0.5 pp -1.7 pp -1.6 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 446.4 0.3% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 442.3 0.3% 5 -0.0 pp -0.4 pp +0.0 pp +0.1 pp
☆NAYA CAPITAL MANAGEMENT UK LTD CIK 0001665012 0.853 3 436.8 26.2% 5 +3.0 pp +3.5 pp -0.3 pp +11.6 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 431.7 0.4% 6 +0.3 pp +0.2 pp +0.1 pp +0.1 pp
☆HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 430.3 1.3% 5 -0.2 pp -0.2 pp -0.3 pp +0.6 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 429.1 0.6% 5 +0.2 pp +0.2 pp +0.1 pp -0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 424.6 0.5% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 411.5 0.6% 5 +0.5 pp +0.4 pp +0.4 pp +0.1 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 408.7 0.5% 7 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 390.9 1.4% 5 +0.6 pp +0.5 pp +0.5 pp +0.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 366.3 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 364.9 0.9% 4 +0.2 pp +0.2 pp +0.5 pp +0.9 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 364.2 4.3% 5 +0.6 pp +0.1 pp +0.4 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 360.5 0.9% 5 +0.1 pp -0.3 pp -0.3 pp -0.3 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 360.0 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Longview Partners (Guernsey) LTD CIK 0001426092 0.805 23 350.2 5.7% 5 +1.4 pp +1.4 pp +0.9 pp +2.4 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 350.0 3.2% 5 +0.6 pp -0.0 pp +0.1 pp +0.4 pp
☆AVIVA PLC CIK 0001140022 0.925 854 347.3 0.5% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 345.3 0.5% 3 +0.3 pp +0.3 pp +0.5 pp +0.3 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 341.8 0.6% 5 -0.2 pp +0.2 pp -0.5 pp -0.3 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 337.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PineStone Asset Management Inc. CIK 0001904893 0.920 44 335.6 2.1% 5 +0.5 pp +0.4 pp +0.4 pp +0.4 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 335.3 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 333.5 0.7% 7 +0.3 pp +0.1 pp +0.5 pp +0.1 pp
☆PeakShares LLC CIK 0002113507 0.881 122 329.6 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 326.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 320.4 0.5% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 312.8 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.6 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 311.4 0.4% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆M&G Plc CIK 0001802539 0.820 370 310.0 1.5% 5 +0.4 pp +0.1 pp -0.1 pp +0.0 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 309.8 0.6% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ruane, Cunniff & Goldfarb L.P. CIK 0001720792 0.887 54 293.2 4.6% 5 +1.3 pp +0.7 pp +0.2 pp +0.5 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 292.4 0.6% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 288.5 0.7% 5 +0.3 pp +0.3 pp +0.2 pp +0.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 288.2 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 283.8 0.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Maple Rock Capital Partners Inc. CIK 0001658363 0.428 51 283.1 5.6% 4 +3.7 pp +5.0 pp +4.7 pp +5.6 pp
☆Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 278.5 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 272.4 0.2% 5 +0.1 pp +0.0 pp +0.0 pp -0.3 pp
☆CAPITOLIS LIQUID GLOBAL MARKETS LLC CIK 0002094379 0.370 320 270.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 269.3 2.0% 7 -0.3 pp -3.0 pp -2.5 pp +0.4 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 265.4 0.4% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 257.4 0.2% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 250.0 0.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 245.5 0.3% 5 +0.1 pp +0.2 pp +0.1 pp +0.0 pp
☆PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 241.5 0.7% 5 +0.5 pp +0.5 pp +0.6 pp +0.0 pp
☆LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 236.6 1.3% 4 +0.5 pp +0.2 pp +0.1 pp +1.3 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 234.5 0.5% 5 +0.2 pp +0.1 pp +0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 232.9 0.6% 5 +0.2 pp +0.1 pp +0.0 pp +0.0 pp
☆MAIRS & POWER INC CIK 0001070134 0.871 254 232.7 2.1% 5 +0.1 pp -0.5 pp -1.3 pp -1.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 225.9 1.2% 5 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 224.7 0.6% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 222.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Alecta Tjanstepension Omsesidigt CIK 0001484429 0.889 91 221.4 0.9% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 217.5 0.7% 5 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 216.2 0.3% 5 +0.1 pp +0.0 pp -0.2 pp -0.1 pp
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☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 7.8 0.4% 5 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 7.7 0.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Stolper Co CIK 0001808195 0.048 91 7.7 2.0% 5 +1.4 pp +0.4 pp +0.3 pp +0.4 pp
☆EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 7.7 0.4% 1 +0.4 pp +0.4 pp +0.3 pp +0.2 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 7.6 0.8% 5 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 7.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 7.6 0.2% 6 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Altrius Capital Management Inc CIK 0001940646 0.194 89 7.6 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 7.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 7.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Aurora Investment Managers, LLC. CIK 0001798485 0.065 52 7.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 7.5 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆LGT Fund Management Co Ltd. CIK 0001911284 0.521 235 7.5 0.3% 5 +0.1 pp +0.2 pp -0.5 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 7.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pentwater Capital Management LP CIK 0001425851 0.745 59 7.4 0.1% 3 -0.9 pp -0.9 pp +0.1 pp -3.8 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 7.4 0.3% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 7.3 0.1% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 7.3 0.1% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 7.3 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆Huber Capital Management LLC CIK 0001511697 0.454 99 7.3 1.1% 3 +0.3 pp +0.5 pp +1.1 pp +1.1 pp
☆Ballast, Inc. CIK 0001730477 0.553 156 7.3 1.4% 3 +0.4 pp +0.1 pp +1.4 pp +1.4 pp
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☆Hyperion Capital Advisors LP CIK 0001794499 0.314 67 7.2 3.3% 5 -1.2 pp -2.6 pp -3.4 pp -1.7 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 7.2 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 7.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBER ASSET MANAGEMENT LLC CIK 0001387921 0.055 39 7.2 4.3% 5 +1.5 pp +0.4 pp +0.2 pp +0.7 pp
☆Groupe la Francaise CIK 0002056088 0.682 451 7.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cohen Klingenstein LLC CIK 0001453620 0.898 207 7.1 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SaddleRock Capital Management LLC CIK 0002018754 0.253 16 7.1 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 7.1 1.1% 5 +0.3 pp +0.2 pp +0.1 pp +0.5 pp
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☆GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 7.1 7.7% 5 +0.9 pp -3.0 pp -1.8 pp -1.3 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 7.1 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 7.1 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 7.1 0.4% 5 +0.1 pp +0.0 pp -0.1 pp -0.0 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 7.0 1.0% 5 +0.3 pp +0.0 pp -0.1 pp -0.1 pp
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☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 7.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 7.0 0.2% 1 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
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☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 6.9 0.7% 5 +0.2 pp +0.1 pp +0.1 pp +0.7 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 6.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TWIN CAPITAL MANAGEMENT INC CIK 0001059187 0.369 269 6.9 0.8% 5 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
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☆Dakota Wealth Management CIK 0001631353 0.544 771 6.8 0.1% 5 +0.1 pp +0.0 pp -0.1 pp +0.0 pp
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☆NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 6.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 6.6 1.8% 5 +0.9 pp +0.9 pp +0.8 pp +0.6 pp
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☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 6.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 6.5 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 6.4 1.5% 5 +0.5 pp +0.2 pp +0.1 pp +0.2 pp
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☆Busey Bank CIK 0001427202 0.741 388 6.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 6.3 0.6% 5 +0.3 pp +0.2 pp +0.1 pp +0.5 pp
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☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 6.2 1.2% 5 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 6.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 6.2 1.0% 5 +0.2 pp -0.0 pp -0.1 pp -0.1 pp
☆LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.049 82 6.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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☆Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 6.2 0.3% 5 +0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 6.1 0.2% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
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☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 6.1 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mubadala Investment Co PJSC CIK 0001704268 0.995 72 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 5.9 0.3% 5 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 5.9 1.1% 5 +0.3 pp +0.2 pp +0.1 pp +0.2 pp
☆PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 5.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Axecap Investments, LLC CIK 0002030036 0.005 73 5.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆HWG Holdings LP CIK 0001599390 0.277 44 5.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MASTERINVEST Kapitalanlage GmbH CIK 0002075029 0.420 300 5.8 0.5% 4 +0.2 pp -0.0 pp -0.1 pp +0.5 pp
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☆ALLEN OPERATIONS LLC CIK 0001389544 0.777 33 5.7 0.8% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 5.6 0.8% 5 -0.3 pp -0.4 pp -0.3 pp -0.2 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 5.6 0.4% 7 +0.1 pp +0.0 pp -0.3 pp -0.5 pp
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☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 5.5 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Tradewinds, LLC. CIK 0001932342 0.030 215 5.5 1.2% 3 -0.2 pp +0.3 pp +1.2 pp +1.2 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 5.4 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
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☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 5.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Sky Investment Group LLC CIK 0001333792 0.439 146 5.3 0.8% 5 +0.2 pp +0.1 pp +0.0 pp +0.1 pp
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☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆MORTON COMMUNITY BANK CIK 0002011821 0.254 120 5.2 1.1% 5 +0.4 pp +0.4 pp +0.3 pp +0.4 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 5.2 0.6% 5 +0.1 pp +0.0 pp +0.0 pp -0.5 pp
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☆Curi Capital, LLC CIK 0001332905 0.547 888 5.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collar Capital Management, LLC CIK 0002056719 0.177 73 5.2 3.0% 4 +0.8 pp +0.3 pp -0.0 pp +3.0 pp
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☆Sepio Capital, LP CIK 0001751412 0.794 346 5.2 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
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☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 5.0 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 4.9 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 4.9 0.3% 5 +0.2 pp +0.1 pp +0.0 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 4.9 0.2% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.9 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 4.9 0.5% 5 +0.4 pp +0.3 pp +0.4 pp +0.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.9 0.2% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 4.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 4.9 0.3% 5 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 4.9 1.2% 5 +0.4 pp +0.3 pp +0.2 pp +0.5 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 4.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Osprey Private Wealth LLC CIK 0002041805 0.410 88 4.8 1.3% 5 +0.8 pp +0.7 pp +0.4 pp +0.3 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 4.8 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 4.8 0.2% 5 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 4.8 1.1% 5 +0.3 pp +0.2 pp -0.1 pp -0.1 pp
☆ALTA CAPITAL MANAGEMENT LLC/ CIK 0001093589 0.591 109 4.8 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -1.8 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 4.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 4.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 4.8 0.2% 1 +0.2 pp -0.3 pp -0.4 pp -0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 4.8 0.4% 5 +0.1 pp +0.0 pp -0.1 pp -0.0 pp
☆Ninety One North America, Inc. CIK 0001633343 0.550 106 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 4.8 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 4.8 1.5% 5 +0.4 pp +0.2 pp +0.4 pp +1.2 pp
☆Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 4.8 0.7% 5 +0.2 pp -0.2 pp -0.3 pp -0.2 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 4.7 0.1% 5 -0.0 pp -0.1 pp +0.1 pp -0.0 pp
☆Palouse Capital Management, Inc. CIK 0001056516 0.080 124 4.7 3.0% 5 +0.7 pp +0.3 pp -0.0 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 4.7 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Asset Management Ltd CIK 0001681004 0.268 63 4.7 1.3% 5 -0.0 pp -0.2 pp -0.5 pp -0.7 pp
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☆Community Bank & Trust, Waco, Texas CIK 0001654847 0.394 168 4.7 0.8% 5 +0.2 pp +0.0 pp -0.1 pp -0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 4.7 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 4.7 0.3% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
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☆Sandhill Capital Partners LLC CIK 0001556245 0.418 98 4.7 0.4% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
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☆OSTRUM ASSET MANAGEMENT CIK 0001767945 0.500 549 4.7 0.2% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 4.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 4.6 1.2% 5 +0.3 pp +0.0 pp -0.2 pp -0.5 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 4.6 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 4.6 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 4.6 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Robeco Schweiz AG CIK 0001418427 0.613 126 4.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 4.5 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 4.5 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 4.5 0.7% 4 +0.3 pp +0.2 pp +0.3 pp +0.7 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 4.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIG BROKERAGE, LP CIK 1094429 0.013 305 4.5 0.7% 3 -0.8 pp +0.5 pp +0.7 pp +0.7 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 4.5 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
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☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 4.4 0.1% 5 -0.1 pp -0.3 pp -0.1 pp -0.3 pp
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☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 4.4 0.2% 5 +0.0 pp +0.1 pp +0.0 pp -0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 4.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 4.4 0.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 4.3 0.6% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 4.3 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
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☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 4.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 4.2 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 4.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 4.2 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆LOUNTZIS ASSET MANAGEMENT, LLC CIK 0001821168 0.702 55 4.2 1.3% 5 +0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 4.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 4.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 0.953 97 4.2 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BAMCO INC /NY/ CIK 0001017918 0.724 345 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 4.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 4.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DoubleLine ETF Adviser LP CIK 0001959989 0.029 170 4.2 1.7% 2 +0.6 pp +1.7 pp +1.7 pp +1.7 pp
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 4.2 0.2% 1 +0.2 pp -0.1 pp -0.2 pp -0.3 pp
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☆Plancorp, LLC CIK 0001599579 0.797 425 4.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 4.1 0.5% 5 +0.1 pp -0.0 pp -0.2 pp -0.2 pp
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☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 4.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 4.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MITCHELL & PAHL PRIVATE WEALTH, LLC CIK 0001836506 0.190 149 4.0 1.5% 5 +0.4 pp +0.1 pp +0.0 pp +0.2 pp
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☆Exome Asset Management LLC CIK 0002011932 0.072 52 4.0 2.5% 3 +0.4 pp +1.5 pp +2.5 pp +2.1 pp
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☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 4.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PACK Private Wealth, LLC CIK 0001907212 0.828 61 4.0 1.6% 5 +0.5 pp +0.2 pp +0.1 pp +0.1 pp
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☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 3.9 0.5% 5 +0.1 pp +0.0 pp -0.0 pp -0.2 pp
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☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.9 0.1% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆LMR Partners LLP CIK 0001578621 0.225 1167 3.8 0.0% 5 -0.3 pp -0.0 pp -0.2 pp -0.1 pp
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☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 3.7 0.8% 5 +0.2 pp +0.1 pp +0.0 pp +0.1 pp
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☆TB Alternative Assets Ltd. CIK 0001483503 0.000 34 0.0 0.0% 0 -2.7 pp +0.0 pp -0.4 pp -1.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Q Fund Management (Hong Kong) Ltd CIK 0002078832 0.000 26 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPE ANN SAVINGS BANK CIK 0000936938 0.420 113 0.0 0.0% 0 +0.0 pp -0.1 pp -0.4 pp -0.7 pp
☆Impact Investors, Inc CIK 0001824539 0.278 88 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Fund 1 Investments, LLC CIK 0001959730 0.078 45 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆W1M Investment Management Ltd CIK 0001344114 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -3.2 pp -2.5 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 0.0 0.0% 0 -0.5 pp -0.6 pp -0.6 pp -0.6 pp
☆Colter Lewis Investment Partners LLC CIK 0002107902 0.015 114 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.021 253 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Maxi Investments CY Ltd CIK 0001838222 0.024 72 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp -0.5 pp
☆TORNO CAPITAL, LLC CIK 0001974312 0.000 31 0.0 0.0% 0 +0.0 pp +0.0 pp -7.2 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp -0.5 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.2 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Numerai GP LLC CIK 0001668527 0.018 710 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Appaloosa LP CIK 0001656456 0.883 25 0.0 0.0% 0 -0.4 pp -1.0 pp -1.0 pp -11.9 pp
☆SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.5 pp
☆HERBST GROUP, LLC CIK 0001909319 0.108 65 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆RWC Asset Management LLP CIK 0001520478 0.536 160 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ADAR1 Capital Management, LLC CIK 0001940272 0.312 267 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Soapstone Management L.P. CIK 0001726948 0.174 13 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.8 pp
☆Linden Thomas Advisory Services, LLC CIK 0001965702 0.218 542 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.7 pp -1.5 pp -1.6 pp -1.8 pp
☆Volterra Technologies LP CIK 0001833567 0.000 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp -0.6 pp
☆Empyrean Capital Partners, LP CIK 0001317195 0.150 118 0.0 0.0% 0 +0.0 pp -2.2 pp +0.0 pp -1.4 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Grassi Investment Management CIK 0001608531 0.717 128 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆BURR FINANCIAL SERVICES, LLC CIK 0001966297 0.564 26 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp -0.2 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆WealthPoint Financial, LLC CIK 0002040860 0.147 126 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Owl Creek Asset Management, L.P. CIK 0001313756 0.470 31 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp -0.8 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp -0.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Antonelli Financial Advisors, LLC CIK 0002055364 0.546 53 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Vantage Investment Partners, LLC CIK 0001534561 0.547 64 0.0 0.0% 0 -5.6 pp -6.8 pp -7.4 pp -6.6 pp
☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆SCOPIA CAPITAL MANAGEMENT LP CIK 0001279150 0.249 19 0.0 0.0% 0 +0.0 pp +0.0 pp -3.8 pp -3.0 pp
☆Audent Global Asset Management, LLC CIK 0001834874 0.165 46 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -2.0 pp -1.8 pp -0.6 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 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 -0.4 pp -0.4 pp -0.4 pp
☆Carroll Investors, Inc CIK 0001911400 0.624 31 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Immersion Capital LLP CIK 0001636441 0.734 10 0.0 0.0% 0 -5.3 pp -5.9 pp -3.3 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.8 pp
☆PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 -0.4 pp -0.2 pp -0.1 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆THREADGILL FINANCIAL, LLC CIK 0001814104 0.129 36 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Tandem Investment Advisors, Inc. CIK 0001694284 0.539 68 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sone Capital Management, LLC CIK 0002026215 0.034 108 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆PAYDEN & RYGEL CIK 0000919219 0.212 131 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Court Place Advisors, LLC CIK 0001566113 0.447 147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -1.4 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 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 UNH). Qtrs Held counts distinct quarters this fund has actually held UNH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UNH position size. Δ columns are the percentage-point change in UNH'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