Signals

UNP

3302 in-universe funds with a nonzero position in UNP within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24480
Score / z-0.152 / -0.20
Consensus896.13 over 1818 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)
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 13,027.2 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 10,546.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 7,586.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 7,382.6 0.9% 5 -0.0 pp +0.2 pp +0.5 pp +0.8 pp
Capital Research Global Investors CIK 0001422848 0.983 426 4,654.6 0.6% 5 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 4,383.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 3,965.5 0.2% 7 -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 3,951.5 0.3% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 3,884.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORGES BANK CIK 0001374170 0.994 1617 2,054.5 0.2% 1 +0.2 pp +0.0 pp +0.2 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,806.4 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,789.4 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,776.7 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,736.7 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 1,735.5 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1,604.9 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 1,560.7 1.2% 6 +0.1 pp +0.1 pp +0.4 pp +0.9 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1,377.4 0.3% 5 -0.0 pp +0.1 pp -0.2 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,260.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,242.4 0.3% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,213.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 1,193.1 0.2% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 1,177.7 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 1,094.7 0.6% 5 -0.3 pp -0.3 pp -0.1 pp -0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1,067.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1,066.6 0.3% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 1,045.7 1.4% 4 +0.2 pp +0.3 pp +0.8 pp +1.4 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,037.8 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,026.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 1,016.9 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,012.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 908.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Capital International Investors CIK 0001562230 0.968 446 865.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.2 pp
Amundi CIK 0001330387 0.000 1 821.4 0.2% 5 +0.1 pp +0.1 pp -0.1 pp -0.2 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 820.9 0.6% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 817.2 0.7% 5 +0.0 pp +0.0 pp +0.1 pp -0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 702.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 641.3 0.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
Slate Path Capital LP CIK 0001559706 0.201 40 626.3 8.7% 4 +6.0 pp +6.3 pp +2.7 pp +8.7 pp
FMR LLC CIK 0000315066 0.989 5571 605.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 581.6 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 573.5 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 562.2 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 556.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 492.6 0.6% 5 +0.0 pp +0.2 pp +0.1 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 455.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 419.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 418.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 411.7 0.4% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 399.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 395.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 394.3 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Pension Service CIK 0001608046 0.956 552 377.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 356.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
EdgePoint Investment Group Inc. CIK 0001481669 0.920 39 351.6 2.7% 4 -1.6 pp -2.4 pp -0.4 pp +2.7 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 348.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 347.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 346.8 0.8% 5 +0.0 pp +0.1 pp +0.4 pp +0.6 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 343.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 341.1 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 337.7 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 334.4 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 334.3 0.3% 6 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 324.2 0.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 323.1 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 304.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 296.7 0.2% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 289.6 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 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 285.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Cercano Management LLC CIK 0001936416 0.054 133 279.7 37.3% 5 +26.3 pp +27.4 pp +27.3 pp +30.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 278.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 262.5 0.5% 5 -0.0 pp +0.1 pp +0.4 pp +0.5 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 253.2 0.4% 5 +0.3 pp +0.2 pp -0.4 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 250.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 241.4 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 238.9 0.9% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 230.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 229.2 1.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 219.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 217.6 0.9% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 216.0 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 211.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 210.2 0.5% 5 +0.0 pp +0.1 pp -0.3 pp -0.4 pp
Palestra Capital Management LLC CIK 0001568788 0.439 21 207.4 7.0% 4 +0.1 pp +1.4 pp +2.8 pp +7.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 202.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 201.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 201.0 1.0% 5 +0.0 pp +0.4 pp +0.6 pp +0.6 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 199.6 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 192.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 186.7 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 183.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 183.3 1.5% 5 -0.1 pp -0.4 pp -0.5 pp -0.6 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 182.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 179.9 0.6% 5 +0.1 pp +0.1 pp -0.0 pp -0.9 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 178.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 178.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 176.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 174.5 0.4% 5 -0.1 pp +0.2 pp +0.2 pp +0.4 pp
Perpetual Ltd CIK 0001647273 0.486 419 171.5 2.4% 5 -0.1 pp +0.0 pp +0.9 pp +2.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 168.3 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 167.3 1.4% 2 -0.5 pp +1.4 pp +1.4 pp +1.4 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 166.6 0.2% 7 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 161.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 157.5 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 154.3 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 147.5 4.9% 5 +0.4 pp +0.8 pp +0.9 pp +2.7 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 144.8 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.3 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 142.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 142.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 141.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
COMMERCE BANK CIK 0001009076 0.853 1332 140.9 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 139.9 0.6% 4 -0.0 pp +0.5 pp +0.4 pp +0.6 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 139.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
PointState Capital LP CIK 0001509842 0.203 43 137.1 2.4% 1 +2.4 pp +2.2 pp +2.4 pp +2.4 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 135.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 132.7 0.3% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 132.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 130.6 1.6% 5 -0.4 pp -0.5 pp -0.4 pp -0.5 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 130.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 129.3 0.3% 7 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 128.1 0.4% 1 +0.4 pp +0.4 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 126.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 125.6 0.1% 5 +0.1 pp +0.0 pp -0.2 pp -0.1 pp
BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 125.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 123.9 0.8% 5 -0.5 pp -0.2 pp -0.3 pp +0.0 pp
Avantyr Capital Partners, LP CIK 0002087378 0.400 24 123.8 4.6% 2 +0.8 pp +4.6 pp +4.6 pp +4.6 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 123.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Consulta Ltd CIK 0001510677 0.719 15 122.4 4.4% 4 -1.0 pp -3.0 pp -4.3 pp +4.4 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 122.4 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MILFORD FUNDS LTD CIK 0001775715 0.574 91 120.7 2.0% 2 +0.9 pp +2.0 pp +2.0 pp +2.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 116.4 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 115.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 112.7 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BRISTOL JOHN W & CO INC /NY/ CIK 0000276101 0.793 62 112.5 1.7% 5 -0.0 pp +0.2 pp +0.6 pp +1.6 pp
PARK PRESIDIO CAPITAL LLC CIK 0001596510 0.904 14 108.5 6.1% 4 +2.2 pp +2.9 pp +3.7 pp +6.1 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 108.3 0.6% 5 +0.1 pp -0.1 pp -0.0 pp -0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 108.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 104.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 103.4 0.4% 5 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 97.6 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 96.8 1.7% 5 -0.1 pp +0.2 pp +1.2 pp +1.5 pp
Third Point LLC CIK 0001040273 0.205 42 95.2 2.0% 4 +0.9 pp -3.7 pp -0.4 pp +2.0 pp
Maj Invest Holding A/S CIK 0001730525 0.860 40 95.0 4.3% 5 -1.3 pp -1.5 pp -0.0 pp +1.3 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 94.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 94.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
RDST Capital LLC CIK 0001912187 0.448 18 89.2 7.4% 4 +0.6 pp -1.8 pp -0.1 pp +7.4 pp
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Sagefield Capital LP CIK 0001771179 0.140 107 12.0 0.9% 4 +0.2 pp +0.3 pp +0.2 pp +0.9 pp
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KCM Capital Inc CIK 0002026745 0.736 30 11.9 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
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Gotham Asset Management, LLC CIK 0001510387 0.825 1791 11.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 11.5 0.6% 5 +0.0 pp +0.1 pp -0.0 pp -0.1 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 11.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CASPIAN CAPITAL LP CIK 0001518999 0.254 13 11.4 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
Saudi Central Bank CIK 0001918181 0.602 505 11.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 11.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070 0.328 107 11.2 1.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 11.2 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Motley Fool Asset Management LLC CIK 0001512814 0.684 249 11.0 0.4% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 11.0 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
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Northside Capital Management, LLC CIK 0001631052 0.582 187 11.0 0.9% 5 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 10.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Voleon Capital Management LP CIK 0001479847 0.338 761 10.8 0.2% 5 -0.0 pp -0.4 pp -0.5 pp -0.3 pp
Fisher Funds Management LTD CIK 0001435028 0.536 174 10.6 0.3% 5 +0.0 pp -0.4 pp -0.6 pp -0.5 pp
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BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 10.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Rodgers Brothers Inc. CIK 0001397290 0.463 247 10.5 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 10.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRH Investments, Inc. CIK 0001630709 0.723 20 10.4 8.3% 5 +0.4 pp -0.1 pp -0.2 pp -0.9 pp
Norman Fields, Gottscho Capital Management, LLC CIK 0001352449 0.700 64 10.4 3.1% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 10.4 0.5% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 10.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 10.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Axiom Investment Management LLC CIK 0001513703 0.093 528 10.3 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
Kentucky Retirement Systems CIK 0001537783 0.036 505 10.3 0.3% 5 -0.2 pp +0.0 pp +0.0 pp -0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 10.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 10.1 1.3% 5 -0.0 pp +0.2 pp +0.2 pp +0.0 pp
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Horizon Investments, LLC CIK 0001560717 0.541 1386 10.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 10.1 0.6% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
Perennial Advisors, LLC CIK 0001697360 0.391 136 9.9 1.5% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 9.9 1.9% 5 -0.1 pp -0.1 pp -0.5 pp -1.1 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 9.8 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Nordwand Advisors, LLC CIK 0001962713 0.363 146 9.8 1.5% 4 -0.0 pp +0.1 pp +0.2 pp +1.5 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 9.8 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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SKBA CAPITAL MANAGEMENT LLC CIK 0000932024 0.366 79 9.7 1.6% 5 +0.0 pp +0.5 pp +0.5 pp +0.6 pp
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KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 9.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 9.6 0.5% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
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Addenda Capital Inc. CIK 0001569411 0.638 128 9.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 9.6 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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180 GPS Investments IC Ltd CIK 0002077902 0.851 23 9.5 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
BCWM, LLC CIK 0001542165 0.322 57 9.4 2.8% 2 +0.3 pp +2.8 pp +2.8 pp +2.8 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 9.4 0.1% 1 +0.1 pp +0.1 pp -0.1 pp -0.0 pp
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ADVOCATE GROUP LLC CIK 0001853401 0.368 122 9.4 1.4% 5 +0.1 pp -0.1 pp -0.0 pp +0.0 pp
LBP AM SA CIK 0001970075 0.619 423 9.3 0.1% 5 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
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DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 9.0 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 3.0 1.2% 5 +0.0 pp +1.1 pp +1.1 pp +1.2 pp
Rossmore Private Capital CIK 0001733082 0.520 340 3.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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SECURITY NATIONAL BANK OF SO DAK CIK 0001105909 0.185 287 2.9 1.4% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
Radnor Capital Management, LLC CIK 0001696867 0.326 312 2.9 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inlet Private Wealth, LLC CIK 0001759751 0.306 133 2.9 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Optas, LLC CIK 0001802961 0.460 494 2.9 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 2.9 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 2.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.9 0.1% 6 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 2.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 2.9 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 2.9 1.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 2.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 2.9 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 2.9 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Vivid Wealth Management, LLC CIK 0002007281 0.413 73 2.8 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 2.8 0.6% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 2.8 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MEYER HANDELMAN CO CIK 0000045319 0.623 274 2.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 2.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 2.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 2.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Town & Country Bank & Trust CO dba First Bankers Trust CO CIK 0001327944 0.214 153 2.8 0.9% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 2.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Platform Technology Partners CIK 0001830817 0.314 393 2.7 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
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Davis Capital Management CIK 0001811806 0.306 1270 2.7 1.6% 4 +0.1 pp +0.1 pp +0.2 pp +1.6 pp
TritonPoint Partners, LLC CIK 0002111167 0.020 351 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 2.7 0.6% 5 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 2.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
XML Financial, LLC CIK 0001800465 0.420 447 2.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CenterBook Partners LP CIK 0001872738 0.028 693 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 2.7 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 2.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SWP Investment Management LLC CIK 2098300 0.117 43 2.6 1.8% 5 +0.1 pp +0.3 pp +0.2 pp +0.0 pp
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OMC Financial Services LTD CIK 0002026391 0.472 61 2.6 0.9% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 2.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOROS CAPITAL MANAGEMENT LLC CIK 0001748240 0.022 58 2.6 0.5% 5 -1.5 pp -0.8 pp -0.7 pp -0.9 pp
TEALWOOD ASSET MANAGEMENT INC CIK 0001164062 0.092 121 2.6 1.0% 5 -0.0 pp +0.0 pp -0.4 pp +0.0 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Busey Bank CIK 0001427202 0.741 388 2.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 2.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ICON ADVISERS INC/CO CIK 0001058470 0.054 195 2.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp -0.0 pp
Exchange Bank CIK 0002001155 0.178 130 2.5 1.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
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BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 2.5 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.2 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 2.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Impact Capital Partners LLC CIK 0002054916 0.218 283 2.5 0.7% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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NATIXIS CIK 0001274981 0.561 1107 2.4 0.0% 1 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
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STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 2.4 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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MCF Advisors LLC CIK 0001602905 0.682 1403 2.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Manchester Capital Management LLC CIK 0001393389 0.560 1313 2.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 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 UNP). Qtrs Held counts distinct quarters this fund has actually held UNP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UNP position size. Δ columns are the percentage-point change in UNP'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