Signals

VST

1839 in-universe funds with a nonzero position in VST within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#475
Score / z0.413 / 0.48
Consensus453.35 over 920 funds
Momentum-0.42 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-27%
Short interest+4% / 3.5d

Forensics

Issuance as of 2026Q2
Accrual ratio-0.017
F-score
M-score
Net issuance557.5%

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 4
FiledFormItems
2026-08-07 8-K 2.02, 9.01
2026-07-16 8-K 1.01, 2.03, 9.01
2026-07-14 8-K 8.01
2026-06-30 8-K 1.01, 2.03, 9.01
2026-05-07 8-K 2.02, 9.01
2026-05-04 8-K 5.07
2026-04-28 8-K 1.01, 2.03, 9.01
2026-02-26 8-K 2.02, 9.01
2026-01-27 8-K 1.01, 2.03, 9.01
2026-01-09 8-K 7.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 1
FiledFormFiler
2026-09-10 424B5 Vistra Corp.
2024-01-23 S-3 Vistra Corp.

LLM reads

Ticker EvalDeteriorating
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 4,610.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 3,393.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 2,687.1 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 2,673.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 2,246.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,428.1 0.1% 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 1,408.8 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 921.8 0.1% 1 +0.1 pp +0.0 pp +0.1 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 856.4 0.1% 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 752.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 589.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 562.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 501.6 0.2% 5 -0.0 pp -0.2 pp -0.3 pp -0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 479.4 0.1% 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 468.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 426.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Capital World Investors CIK 0001422849 0.974 637 408.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 388.6 0.2% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 381.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 366.9 0.3% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
Appaloosa LP CIK 0001656456 0.883 25 351.4 4.7% 5 -0.4 pp +2.5 pp +1.4 pp -0.7 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 334.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
REAVES W H & CO INC CIK 0000740913 0.781 94 328.5 5.0% 5 -0.2 pp -1.2 pp -1.7 pp -1.8 pp
Nuveen, LLC CIK 0001871926 0.966 3735 311.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 308.8 1.2% 5 -0.5 pp -0.2 pp -0.1 pp -0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 295.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 292.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 287.6 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Rubric Capital Management LP CIK 0001687509 0.705 87 284.7 2.6% 3 -0.2 pp -1.2 pp +2.6 pp -1.8 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 267.5 0.1% 6 -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 260.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 247.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Forest Avenue Capital Management LP CIK 0001944889 0.275 24 243.4 10.2% 5 -2.1 pp -1.7 pp -0.0 pp -0.9 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 237.6 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 235.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 234.5 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 222.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Merewether Investment Management, LP CIK 0001736852 0.195 81 200.7 3.8% 5 +0.5 pp +2.3 pp +3.3 pp -3.6 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 195.5 0.2% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 187.3 0.0% 5 -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 181.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 174.7 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 166.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Corvex Management LP CIK 0001535472 0.803 24 161.8 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 160.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 156.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 151.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 143.8 0.3% 5 +0.0 pp -0.1 pp -0.0 pp +0.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 141.0 0.1% 5 -0.4 pp -0.4 pp -0.2 pp -0.4 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 138.3 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 136.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 134.6 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 128.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 128.5 0.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 126.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 125.0 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 124.4 0.8% 5 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 121.4 0.2% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 120.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 119.2 0.5% 5 +0.3 pp +0.3 pp +0.2 pp -0.1 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 118.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 111.8 0.2% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 109.1 1.4% 5 -0.1 pp -0.8 pp -1.6 pp -2.2 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 108.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 103.7 0.1% 5 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 102.7 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 97.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 97.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 95.5 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 94.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 94.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glendon Capital Management LP CIK 0001604350 0.852 26 93.1 12.0% 5 +0.3 pp +6.4 pp +5.0 pp +5.1 pp
SOUND SHORE MANAGEMENT INC /CT/ CIK 0000820124 0.307 40 91.6 2.8% 2 +0.4 pp +2.8 pp +2.8 pp +2.8 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 91.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 89.3 0.5% 5 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Amundi CIK 0001330387 0.000 1 86.7 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Junto Capital Management LP CIK 0001595880 0.030 80 85.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 84.0 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 83.8 0.1% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 82.4 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 80.7 0.5% 4 -0.2 pp +0.0 pp +0.5 pp +0.5 pp
EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 79.4 1.1% 5 -0.2 pp -0.2 pp -0.4 pp -0.6 pp
Egerton Capital (UK) LLP CIK 0001581811 0.848 23 77.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Korea Investment CORP CIK 0001441689 0.896 677 76.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 76.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 76.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Energy Income Partners, LLC CIK 0001388814 0.832 88 75.7 1.2% 5 +0.1 pp +0.2 pp +0.1 pp -0.4 pp
Yaupon Capital Management LP CIK 0001755028 0.055 110 74.6 2.5% 2 -0.9 pp +2.5 pp +0.2 pp +1.6 pp
LPL Financial LLC CIK 0001403438 0.957 5996 74.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
140 Summer Partners LP CIK 0001820788 0.432 20 74.1 6.0% 5 -0.4 pp +1.6 pp +0.9 pp -2.0 pp
National Pension Service CIK 0001608046 0.956 552 74.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 73.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 71.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 70.8 0.7% 5 -0.0 pp +0.1 pp -0.2 pp -0.3 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 70.7 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 70.6 0.3% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Two Seas Capital LP CIK 0001823138 0.761 37 68.3 2.6% 5 +1.3 pp +0.2 pp +0.6 pp -1.8 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 68.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 68.2 0.1% 6 -0.0 pp -0.3 pp -0.3 pp +0.0 pp
TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 67.3 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 65.2 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Man Group plc CIK 0001637460 0.631 2032 63.8 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 62.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 62.2 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Thiel Macro LLC CIK 0001562087 0.940 8 59.1 14.1% 1 +14.1 pp +14.1 pp +14.1 pp -5.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 59.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 59.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 57.9 3.0% 5 -0.2 pp -1.1 pp -2.2 pp -2.5 pp
CapitalatWork S.A. CIK 0002135126 0.670 93 56.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
CAPITOLIS LIQUID GLOBAL MARKETS LLC CIK 0002094379 0.370 320 53.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 53.5 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 53.1 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 53.1 0.1% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
General Pension Society PZU Joint Stock Co CIK 0002057421 0.867 16 52.6 7.9% 2 +6.4 pp +7.9 pp +7.9 pp +7.9 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 52.4 0.9% 3 +0.0 pp +0.3 pp +0.9 pp +0.9 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 51.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Philosophy Capital Management LLC CIK 0001869199 0.250 35 48.3 4.6% 3 +0.4 pp +2.8 pp +4.6 pp +4.6 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 48.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GMT CAPITAL CORP CIK 0001106191 0.809 68 47.5 2.5% 2 +1.3 pp +2.5 pp +2.5 pp +2.5 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 47.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 47.3 0.2% 3 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 46.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Clearline Capital LP CIK 0001600136 0.146 101 45.5 2.9% 5 -0.4 pp -0.0 pp +1.2 pp +1.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 42.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 41.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp -0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 41.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Carmel Capital Management L.L.C. CIK 0001878547 0.666 28 40.7 8.9% 5 -2.1 pp -3.6 pp -6.3 pp -7.7 pp
Empire Life Investments Inc. CIK 0001640951 0.544 113 40.2 2.2% 5 -0.2 pp -0.0 pp -0.2 pp -0.8 pp
ARS Investment Partners, LLC CIK 0000733020 0.452 181 39.3 1.7% 3 +0.2 pp +0.8 pp +1.7 pp +1.7 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 39.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 38.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kapitalo Investimentos Ltda CIK 0001798686 0.140 51 36.2 2.8% 3 -3.3 pp -0.4 pp +2.8 pp +2.8 pp
NATIXIS CIK 0001274981 0.561 1107 36.1 0.2% 5 +0.0 pp +0.1 pp -0.1 pp +0.1 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 35.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Columbus Hill Capital Management, L.P. CIK 0001384982 0.230 29 35.6 4.0% 5 +0.9 pp -1.1 pp -1.8 pp +0.0 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 35.5 1.5% 5 +0.2 pp +0.4 pp +0.3 pp +0.2 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 35.5 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 34.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 32.6 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Oak Grove Capital LLC CIK 0001661762 0.356 97 31.6 2.3% 5 +0.6 pp +0.9 pp +1.3 pp +1.4 pp
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 0.600 73 31.4 1.4% 5 +0.0 pp -0.5 pp -1.2 pp -1.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 31.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 30.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 30.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 29.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 28.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CSS LLC/IL CIK 0001103646 0.116 766 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp -0.4 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
Limestone Investment Advisors LP CIK 0002075597 0.017 152 0.0 0.0% 0 +0.0 pp -1.0 pp -1.4 pp +0.0 pp
Ratan Capital Management LP CIK 0001566887 0.000 47 0.0 0.0% 0 -10.8 pp -6.6 pp -14.1 pp -7.0 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Sourcerock Group LLC CIK 0001822531 0.784 36 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 0001107261 0.377 1233 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Mitsubishi UFJ Asset Management (UK) Ltd. CIK 0001694895 0.139 95 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.6 pp
OnyxPoint Global Management LP CIK 0001961491 0.396 14 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp -6.3 pp
Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 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 -0.1 pp -0.1 pp -0.1 pp
Horizon Investment Services, LLC CIK 0001426940 0.193 143 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 0 -0.1 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 -0.1 pp -0.2 pp -0.2 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.3 pp
COMMERZBANK AKTIENGESELLSCHAFT /FI CIK 0000852933 0.000 347 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
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cavalier Investments, LLC CIK 0001655543 0.000 40 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.9 pp
THAMES CAPITAL MANAGEMENT LLC CIK 0001714267 0.041 56 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -2.8 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.2 pp
Sunburst Financial Group, LLC CIK 0001800158 0.764 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Semus Wealth Partners LLC CIK 0001964775 0.353 111 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
REDW Wealth LLC CIK 0001688931 0.503 104 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -0.9 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 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 VST). Qtrs Held counts distinct quarters this fund has actually held VST (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VST position size. Δ columns are the percentage-point change in VST'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