Signals

← Signals

☆UNP

149 in-universe funds with a nonzero position in UNP within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#10227
Score / z0.000 / -0.03
Consensus47.73 over 98 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 ▾
☆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 2,587.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 2,428.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1,082.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,071.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 810.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 367.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 328.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 304.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 299.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 281.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 217.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 174.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 75.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 62.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 48.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 45.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 44.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 42.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 40.0 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 38.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 32.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STRS OHIO CIK 0000820478 0.777 2154 32.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 30.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆COOPER INVESTORS PTY LTD CIK 0001561728 0.068 39 21.9 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 21.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 15.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 14.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 14.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 14.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 14.0 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 13.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 12.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 12.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 11.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sculptor Capital LP CIK 0001054587 0.143 320 9.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 9.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 7.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 7.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆CapitalatWork S.A. CIK 0002135126 0.670 93 7.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 5.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 5.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 5.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 5.0 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 4.3 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Formuepleje A/S CIK 1801212 0.374 96 3.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 3.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 2.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CIM, LLC CIK 0001364725 0.348 169 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Papamarkou Wellner Asset Management inc. CIK 0002063952 0.430 75 1.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CLG LLC CIK 0002059872 0.428 156 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 1.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆111 Capital CIK 0002060412 0.025 488 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CROBAN CIK 0001694663 0.128 81 1.0 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farmers National Bank CIK 0001632966 0.440 180 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 0.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Finivi Inc. CIK 0002101641 0.183 111 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HughesLittle Investment Management Ltd. CIK 0002106035 0.914 13 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 0.689 184 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkeley, Inc CIK 0002051965 0.446 86 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 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 (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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