Signals

← Signals

☆VEEV

1528 in-universe funds with a nonzero position in VEEV within the trailing 4 quarters, as of 2026Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-14 Insider Schwenger Thomas D. (Pres. & Chief Customer Officer) disposed via sale ($265,200)
2026-09-09 Insider Hung Priscilla disposed via sale ($195,780)
2026-09-01 Insider Wallach Matthew J acquired via option exercise
2026-09-01 Insider Ritter Gordon disposed via J
2026-09-01 Insider Ritter Gordon acquired via J
2026-09-01 Insider Ritter Gordon acquired via option exercise
2026-09-01 Insider Hung Priscilla acquired via option exercise
2026-09-01 Insider SEKHRI PAUL J acquired via option exercise
2026-09-01 Insider MOHR MARSHALL acquired via option exercise
2026-09-01 Insider Hedley Mary Lynne acquired via option exercise
2026-08-26 8-K Item(s) 2.02, 9.01
2026-08-20 8-K Item(s) 5.02, 9.01
2026-06-18 8-K Item(s) 5.07, 9.01
2026-06-03 8-K Item(s) 2.02, 9.01
2026-04-20 8-K Item(s) 5.02, 9.01
2026-03-04 8-K Item(s) 2.02, 9.01
2026-01-05 8-K Item(s) 8.01, 9.01
2025-12-11 8-K Item(s) 5.02, 9.01
2025-11-20 8-K Item(s) 2.02, 9.01
2025-11-18 8-K Item(s) 5.02, 9.01

Flow ranking

Rank#384
Score / z0.512 / 0.64
Consensus359.98 over 656 funds
Momentum-0.48 ≠
Price veto⚠ -42% off 52w high

Price & positioning

224 cached closes, trailing year
Drawdown-42%
Short interest-0% / 2.4d

Forensics

Clean as of 2027Q2
Accrual ratio0.004
F-score5
M-score—
Net issuance-92.0%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-14 Schwenger Thomas D. 10b5-1 S $265,200
2026-09-09 Hung Priscilla S $195,780
2026-09-01 Wallach Matthew J M —
2026-09-01 Ritter Gordon J —
2026-09-01 Ritter Gordon J —
2026-09-01 Ritter Gordon M —
2026-09-01 Hung Priscilla M —
2026-09-01 SEKHRI PAUL J M —
2026-09-01 MOHR MARSHALL M —
2026-09-01 Hedley Mary Lynne M —
Showing the 10 most recent.

8-K events

Negative / total0 / 2
FiledFormItems
2026-08-26 8-K 2.02, 9.01
2026-08-20 8-K 5.02, 9.01
2026-06-18 8-K 5.07, 9.01
2026-06-03 8-K 2.02, 9.01
2026-04-20 8-K 5.02, 9.01
2026-03-04 8-K 2.02, 9.01
2026-01-05 8-K 8.01, 9.01
2025-12-11 8-K 5.02, 9.01
2025-11-20 8-K 2.02, 9.01
2025-11-18 8-K 5.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker EvalImproving
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 2,282.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 1,720.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 1,315.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 1,190.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 883.7 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 863.1 0.3% 5 -0.2 pp -0.1 pp -0.3 pp -0.3 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 797.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Linonia Partnership LP CIK 0001985479 0.906 12 782.6 14.0% 5 -2.1 pp -0.2 pp -9.2 pp -5.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 615.5 0.2% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 384.3 0.3% 5 +0.0 pp +0.1 pp -0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 350.0 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 346.4 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 311.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 277.9 0.0% 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 269.7 0.0% 7 -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 256.8 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 255.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 250.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 249.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 227.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 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 217.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 208.9 2.8% 5 -0.0 pp +1.6 pp +1.3 pp +0.8 pp
☆Swedbank AB CIK 0000946431 0.941 696 192.3 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 191.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 170.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 167.4 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 153.6 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 152.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 149.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 147.4 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 147.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fundsmith LLP CIK 0001569205 0.605 41 145.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 140.8 1.4% 5 +0.3 pp +0.1 pp -0.3 pp -0.2 pp
☆Amundi CIK 0001330387 0.000 1 140.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 137.9 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 133.3 0.3% 5 -0.2 pp -0.4 pp -0.7 pp -0.7 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 132.4 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 128.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 126.7 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 126.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 109.4 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 97.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 89.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EMERGENCE GP PARTNERS, LLC CIK 0001589115 0.859 4 88.7 79.0% 5 +0.2 pp +6.6 pp +6.2 pp +4.9 pp
☆Nellore Capital Management LLC CIK 0001846677 0.951 10 86.0 9.5% 5 -0.5 pp +1.3 pp -0.6 pp -0.5 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 81.4 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 79.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JENSEN INVESTMENT MANAGEMENT INC CIK 0001106129 0.771 83 79.8 1.9% 5 -0.0 pp +0.8 pp +0.4 pp +1.9 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 78.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ashe Capital Management, LP CIK 0001632715 0.895 7 75.2 8.1% 5 -1.9 pp -2.0 pp -3.5 pp -4.3 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 74.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 73.6 0.0% 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 72.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 72.0 1.1% 5 -0.2 pp -0.3 pp -0.8 pp -0.8 pp
☆Stockbridge Partners LLC CIK 0001505183 0.882 17 71.8 1.5% 1 +1.5 pp -4.9 pp -6.0 pp -7.3 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 70.7 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 70.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Capital Impact Advisors, LLC CIK 0001602198 0.253 29 68.8 3.9% 3 +1.0 pp +0.5 pp +3.9 pp +3.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 67.4 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 66.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 64.8 0.1% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 63.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 63.3 0.8% 4 -0.4 pp -0.5 pp -1.6 pp +0.8 pp
☆Mawer Investment Management Ltd. CIK 0001538449 0.794 142 63.1 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 62.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 62.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 62.6 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 59.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DF DENT & CO INC CIK 0000934999 0.596 271 59.3 1.1% 5 -0.4 pp -0.8 pp -1.3 pp -1.3 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 58.9 0.3% 6 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 58.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Lead Edge Capital Management, LLC CIK 0001802797 0.811 12 57.9 10.5% 2 +1.3 pp +10.5 pp +10.5 pp +10.5 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 57.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.677 616 56.8 0.5% 7 +0.3 pp +0.2 pp +0.1 pp +0.1 pp
☆Seilern Investment Management Ltd CIK 0001817797 0.790 24 56.3 7.1% 5 +0.5 pp +1.7 pp +0.8 pp +0.7 pp
☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 55.6 1.6% 5 +0.2 pp +0.2 pp -0.2 pp -0.1 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 53.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Alfreton Capital LLP CIK 0001873435 0.709 6 53.2 13.4% 3 -3.8 pp +4.0 pp +13.4 pp +13.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 52.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Chicago Capital, LLC CIK 0001740053 0.632 360 51.7 1.2% 5 -0.2 pp -0.3 pp -0.8 pp -0.8 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 51.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Candriam S.C.A. CIK 0001537014 0.787 677 51.4 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 50.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 50.1 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆National Pension Service CIK 0001608046 0.956 552 49.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 48.9 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 48.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantum Capital Management, LLC / NJ CIK 0001513125 0.717 35 48.3 6.1% 5 -1.1 pp -1.2 pp -3.3 pp -2.9 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 48.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆FUNDSMITH INVESTMENT SERVICES LTD. CIK 0001868537 0.428 27 46.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 45.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 43.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Champlain Investment Partners, LLC CIK 0001315478 0.213 129 43.3 1.1% 5 -0.5 pp +0.2 pp +0.2 pp +0.1 pp
☆Defilade Capital Management, L.P. CIK 0002088557 0.018 39 42.0 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 40.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 40.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 40.0 1.3% 5 -0.1 pp -0.2 pp -0.7 pp -0.7 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 39.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 39.3 0.2% 3 -0.1 pp +0.0 pp +0.2 pp -0.2 pp
☆FIL Ltd CIK 0000318989 0.878 1140 38.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CDAM (UK) Ltd CIK 0001719387 0.793 12 37.8 9.8% 5 -0.6 pp +0.3 pp -2.5 pp -2.0 pp
☆Route One Investment Company, L.P. CIK 0001512171 0.883 19 37.5 1.6% 5 +0.2 pp +0.1 pp -0.3 pp -0.4 pp
☆PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 36.7 0.1% 5 -0.0 pp -0.3 pp -0.3 pp -0.2 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 36.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAKENA CAPITAL MANAGEMENT LLC CIK 0001359262 0.801 26 35.9 3.8% 5 +0.6 pp +0.7 pp +1.1 pp +1.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 35.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERICAN CAPITAL MANAGEMENT INC CIK 0001320168 0.498 80 34.9 1.6% 5 -0.4 pp -0.6 pp -1.1 pp -1.2 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 33.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 33.4 0.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Woodline Partners LP CIK 0001784547 0.424 1011 33.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 32.3 0.2% 2 -0.1 pp +0.2 pp +0.1 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 30.9 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SEB Asset Management AB CIK 0002127509 0.832 700 30.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 30.8 1.2% 5 +0.2 pp +0.2 pp -0.0 pp -0.2 pp
☆BAMCO INC /NY/ CIK 0001017918 0.724 345 29.8 0.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 29.5 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.0 pp
☆Prevatt Capital Ltd CIK 0002009520 0.815 12 28.4 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 28.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Local Pensions Partnership Investment Ltd CIK 0001698810 0.884 32 27.8 0.6% 6 -0.0 pp +0.1 pp -0.0 pp -0.1 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 27.4 1.1% 5 -0.0 pp -0.1 pp -0.4 pp -0.4 pp
☆E. Ohman J:or Asset Management AB CIK 0002009396 0.686 465 27.3 0.6% 5 -0.1 pp -0.2 pp -0.5 pp -0.5 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 26.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 26.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 26.6 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 25.8 0.4% 2 -0.0 pp +0.4 pp -0.3 pp -0.3 pp
☆DISCIPLINED GROWTH INVESTORS INC /MN CIK 0001050442 0.715 58 25.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 24.9 0.2% 4 -0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 24.6 0.0% 7 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆AVIVA PLC CIK 0001140022 0.925 854 24.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 24.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.3 pp
☆MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SPWM Advisors LLC CIK 0002111209 0.346 90 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Cross Staff Investments Inc CIK 0001900406 0.105 133 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 0.0 0.0% 0 +0.0 pp -0.2 pp -0.4 pp -0.3 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.0 0.0% 0 -1.4 pp -1.7 pp -2.3 pp +0.0 pp
☆Munich Reinsurance Co Stock Corp in Munich CIK 0002090208 0.476 164 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Trust Co of Kansas CIK 0001803988 0.543 59 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AustralianSuper Pty Ltd CIK 0001694164 0.632 288 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atala Financial Inc CIK 0002053756 0.240 121 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Silvant Capital Management LLC CIK 0001738728 0.561 385 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆APG Asset Management US Inc. CIK 0001323255 0.969 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.1 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Alpine Global Management, LLC CIK 0001581655 0.035 232 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -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 +0.0 pp -0.1 pp -0.3 pp +0.0 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.0 0.0% 0 -0.1 pp +0.0 pp -0.2 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
☆MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Alphadyne Asset Management LP CIK 0001535943 0.000 204 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆ThornTree Capital Partners LP CIK 0001688511 0.516 19 0.0 0.0% 0 -3.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORNERCAP INVESTMENT COUNSEL INC CIK 0001062938 0.134 151 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp -0.5 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NIA IMPACT ADVISORS, LLC CIK 0001815217 0.152 72 0.0 0.0% 0 -0.2 pp -0.4 pp -0.6 pp -0.6 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆LeConte Wealth Management, LLC CIK 0002060443 0.259 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆TREMBLANT CAPITAL GROUP CIK 0001353312 0.409 58 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 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
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J2 Capital Management Inc CIK 0001586882 0.168 123 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp -0.6 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Hutchinson Financial Advisors, INC CIK 0002078477 0.137 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 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
☆Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Square Wave Capital, LLC CIK 0002077145 0.588 11 0.0 0.0% 0 -1.1 pp -13.1 pp -17.6 pp -14.8 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Synergy Financial Group, LTD CIK 0001905669 0.242 119 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 0001107261 0.377 1233 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Davidson Capital Management Inc. CIK 0001808748 0.604 96 0.0 0.0% 0 +0.0 pp -0.7 pp -1.0 pp -1.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.7 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆SMA Capital LLC CIK 0002075338 0.000 121 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.0 0.0% 0 -0.3 pp -0.4 pp -0.6 pp -0.6 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Van Diest Capital, LLC CIK 0002111825 0.022 176 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ARK Investment Management LLC CIK 0001697748 0.764 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 0.0 0.0% 0 +0.0 pp -0.6 pp -1.5 pp -1.5 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RGM Capital, LLC CIK 0001323953 0.000 0 0.0 0.0% 0 +0.0 pp -6.0 pp -5.9 pp -5.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 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
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.0 0.0% 0 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GREENOAKS LLC CIK 0001840735 0.938 10 0.0 0.0% 0 -1.9 pp -5.2 pp -2.3 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 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 VEEV). Qtrs Held counts distinct quarters this fund has actually held VEEV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VEEV position size. Δ columns are the percentage-point change in VEEV'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