Signals

UNM

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

Flow ranking

Rank#21334
Score / z0.000 / -0.02
Consensus230.37 over 418 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

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 1,331.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 526.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 375.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 298.3 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 243.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 242.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 237.2 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 146.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 139.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Woodline Partners LP CIK 0001784547 0.424 1011 133.8 0.5% 4 +0.1 pp +0.3 pp +0.0 pp +0.5 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 126.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 122.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 120.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 115.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 112.2 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 111.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
DONALD SMITH & CO., INC. CIK 0000814375 0.773 66 97.0 1.7% 4 -0.2 pp -1.0 pp -1.7 pp +1.7 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 95.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 86.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 84.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 83.9 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 78.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 76.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 75.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 69.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGEBRIS (UK) LTD CIK 0001700286 0.190 73 68.8 5.0% 4 +0.7 pp +1.6 pp +2.5 pp +5.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 63.0 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 61.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 61.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 59.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 55.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 54.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 46.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 44.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 42.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 42.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 41.3 0.3% 2 -0.1 pp +0.3 pp -0.1 pp +0.3 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 39.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 37.5 0.1% 4 -0.1 pp +0.1 pp -0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 37.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Swedbank AB CIK 0000946431 0.941 696 36.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRACE & WHITE INC /NY CIK 0000903064 0.450 133 35.7 6.3% 4 -0.4 pp -0.5 pp -1.1 pp +6.3 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 34.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 33.6 0.0% 4 -0.1 pp -0.2 pp -0.1 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 33.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 31.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 31.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 30.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 30.6 0.6% 4 -0.0 pp -0.1 pp -0.0 pp +0.6 pp
Vest Financial, LLC CIK 0001709632 0.555 420 28.8 0.3% 4 -0.2 pp -0.3 pp -0.4 pp +0.3 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 27.5 0.2% 4 +0.0 pp +0.0 pp -0.2 pp +0.2 pp
Gillson Capital LP CIK 0001698055 0.068 80 27.2 2.2% 2 +0.4 pp +2.2 pp +2.1 pp +2.2 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 26.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 26.2 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 25.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 24.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 24.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 23.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 23.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 23.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Interval Partners, LP CIK 0001590228 0.034 216 22.7 0.8% 3 +0.5 pp +0.7 pp +0.8 pp +0.8 pp
LPL Financial LLC CIK 0001403438 0.957 5996 21.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 21.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 19.9 0.1% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 19.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 19.8 0.2% 4 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 18.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 18.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 18.1 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 17.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 17.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 17.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 16.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 16.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 16.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 15.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 14.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 14.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 14.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 13.8 1.8% 4 -0.1 pp -0.1 pp -0.2 pp +1.8 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 13.8 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 11.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 11.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 11.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 10.9 0.0% 4 -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 10.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 10.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 10.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 9.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 9.0 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
Barnett & Company, Inc. CIK 0001426588 0.122 86 8.9 6.9% 4 -0.9 pp -0.8 pp -1.3 pp +6.9 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 8.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 8.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 8.2 0.3% 2 +0.2 pp +0.3 pp -0.7 pp +0.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 8.1 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 7.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 7.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 7.5 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 7.3 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 7.2 0.0% 6 +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 7.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 7.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 7.0 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Livforsakringsbolaget Skandia, Omsesidigt CIK 0001547926 0.561 444 6.8 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 6.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 6.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Calydon Capital CIK 0001759271 0.373 277 6.4 1.0% 4 -0.1 pp -0.0 pp +0.1 pp +1.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 6.0 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 5.7 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.6 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 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 5.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Silver Lake Advisory, LLC CIK 0001596055 0.303 109 5.4 2.1% 4 -0.1 pp -0.1 pp -0.4 pp +2.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 5.3 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VIKING FUND MANAGEMENT LLC CIK 0001169069 0.311 146 5.1 0.5% 4 -0.1 pp -0.1 pp -0.3 pp +0.5 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 5.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 5.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 4.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 4.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 4.6 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AUXIER ASSET MANAGEMENT LLC CIK 0001105863 0.410 184 4.1 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 4.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 3.9 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 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 3.8 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 3.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Numerai GP LLC CIK 0001668527 0.018 710 3.7 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PensionDanmark Pensionsforsikringsaktieselskab CIK 1897090 0.813 590 3.4 0.0% 1 +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 3.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Baron Wealth Management LLC CIK 0001968507 0.535 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 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 +0.0 pp
Raiffeisen Bank International AG CIK 0002044885 0.723 593 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Genus Capital Management Inc. CIK 0001532385 0.111 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 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 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
AFFINITY INVESTMENT ADVISORS, LLC CIK 0001520601 0.078 140 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Family Manage LLC CIK 0001539947 0.278 323 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Applied Finance Capital Management, LLC CIK 0001966007 0.403 218 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
Paradiem, LLC CIK 0001733356 0.135 68 0.0 0.0% 0 -0.8 pp -2.8 pp -2.9 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
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
Westover Capital Advisors, LLC CIK 0001483467 0.358 240 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 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 -0.1 pp -0.0 pp +0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.167 731 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.399 76 0.0 0.0% 0 -0.7 pp -0.8 pp -0.7 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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 +0.0 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 -0.9 pp -0.9 pp -1.2 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.8 pp
STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp -0.5 pp -0.2 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kingsman Wealth Management, Inc. CIK 0002066184 0.249 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
VICUS CAPITAL CIK 0001544806 0.660 268 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Quintet Private Bank (Europe) S.A. CIK 0001977290 0.764 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
OSSIAM CIK 0001767471 0.182 680 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gator Capital Management, LLC CIK 0001570284 0.259 67 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 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
Jain Global LLC CIK 0002024579 0.024 1417 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 UNM). Qtrs Held counts distinct quarters this fund has actually held UNM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UNM position size. Δ columns are the percentage-point change in UNM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status