Signals

WM

2721 in-universe funds with a nonzero position in WM within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24952
Score / z-2.085 / -2.53
Consensus663.51 over 1381 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 6,850.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GATES FOUNDATION TRUST CIK 0001166559 0.991 24 5,955.5 17.3% 5 -2.8 pp -0.7 pp -0.2 pp +1.9 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 5,612.1 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 4177 4,013.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 2,326.5 0.3% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 2,255.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 2,014.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,583.0 0.3% 5 -0.1 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 1,467.6 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 1,068.0 2.9% 5 -0.5 pp -0.2 pp -0.0 pp -0.2 pp
NORGES BANK CIK 0001374170 0.994 1617 1,063.5 0.1% 1 +0.1 pp -0.0 pp +0.1 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,056.4 0.2% 5 -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 966.2 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 837.9 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 802.0 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 696.4 0.0% 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 695.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 657.2 0.5% 5 -0.2 pp -0.1 pp -0.1 pp -0.3 pp
Amundi CIK 0001330387 0.000 1 641.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Swedbank AB CIK 0000946431 0.941 696 617.7 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 613.7 0.5% 6 +0.0 pp +0.4 pp +0.4 pp +0.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 597.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 542.3 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 529.5 1.8% 5 -0.5 pp -0.3 pp +0.2 pp +1.5 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 527.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 523.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 492.0 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 471.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 459.5 4.5% 5 +0.1 pp +0.3 pp +0.3 pp +1.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 457.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 448.9 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 444.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 419.9 0.1% 7 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 415.1 0.1% 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 409.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 405.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 357.4 1.6% 5 -0.5 pp -0.4 pp -0.7 pp -0.9 pp
Morgan Stanley Institutional Investment Advisors LLC CIK 0002026079 0.953 5 322.5 30.1% 5 -2.7 pp -5.5 pp -11.9 pp -15.4 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 309.3 0.8% 7 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 303.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 298.6 0.5% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 297.3 0.2% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
Mirova US LLC CIK 0001802900 0.862 45 292.6 3.1% 5 -0.4 pp +0.0 pp -0.1 pp -0.4 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 287.7 3.0% 5 -0.5 pp -0.8 pp -1.1 pp -1.4 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 262.1 2.1% 5 -0.2 pp -0.5 pp +0.1 pp +0.3 pp
Swiss National Bank CIK 0001582202 0.961 2301 253.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 237.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 226.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 221.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
National Pension Service CIK 0001608046 0.956 552 220.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital International Investors CIK 0001562230 0.968 446 211.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 211.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 210.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 207.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 198.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 189.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 182.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 178.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 176.3 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.2 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 164.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 164.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 161.7 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 159.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 147.3 0.3% 7 -0.1 pp +0.1 pp +0.2 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 146.6 0.1% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 143.3 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
JENSEN INVESTMENT MANAGEMENT INC CIK 0001106129 0.771 83 140.6 3.4% 5 +0.5 pp -0.0 pp +0.4 pp +0.3 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 138.4 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 137.9 0.1% 5 +0.1 pp +0.0 pp -0.1 pp -0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 135.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SATURNA CAPITAL CORP CIK 0001316617 0.899 140 135.0 1.6% 5 +0.8 pp +1.2 pp +1.3 pp +1.6 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 134.7 0.1% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 131.7 1.2% 5 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 129.0 0.1% 5 -0.2 pp -0.4 pp -0.4 pp -0.6 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 127.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 127.0 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 126.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 126.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 126.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 124.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 124.1 0.1% 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 122.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 120.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 118.3 0.2% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 117.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 115.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 114.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 113.1 0.1% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 112.8 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 109.5 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 106.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 106.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 104.2 0.4% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 103.7 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 102.3 0.5% 6 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 101.8 2.7% 5 -0.3 pp -0.3 pp -0.3 pp -0.7 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 101.8 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 101.6 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 101.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 99.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 99.0 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LOCUST WOOD CAPITAL ADVISERS, LLC CIK 0001349434 0.761 31 94.6 2.3% 5 -0.3 pp -0.2 pp -0.5 pp -0.9 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 92.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 88.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 87.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 87.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 84.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 84.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 81.9 0.5% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 81.5 0.4% 5 -0.1 pp -0.0 pp +0.1 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 80.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 80.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEB Asset Management AB CIK 0002127509 0.832 700 78.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AVIVA PLC CIK 0001140022 0.925 854 77.0 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 76.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 75.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 74.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 74.0 0.6% 7 -0.5 pp -0.7 pp -1.3 pp -1.3 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 72.2 1.4% 4 +0.2 pp +0.7 pp +0.2 pp +1.4 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 69.6 0.9% 5 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 69.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 68.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 68.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Candriam S.C.A. CIK 0001537014 0.787 677 67.4 0.3% 5 -0.0 pp -0.2 pp -0.4 pp -0.6 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 67.4 1.4% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 66.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 65.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 65.0 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 64.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 63.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 61.1 0.0% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 60.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND CIK 0001540880 0.830 525 60.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 60.4 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 59.1 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 58.2 0.1% 5 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 57.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 57.1 0.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 56.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 56.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 56.1 0.6% 5 -0.3 pp -0.4 pp -0.5 pp -0.7 pp
Covea Finance CIK 0001636948 0.445 153 55.6 1.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.4 pp
Haverford Trust Co CIK 0000842941 0.805 424 54.2 0.5% 5 -0.0 pp +0.1 pp -0.2 pp -0.3 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 54.1 0.7% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 53.5 2.1% 5 -0.3 pp -0.2 pp -0.1 pp -0.3 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 53.5 0.9% 5 -0.4 pp -0.2 pp -0.3 pp +0.2 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 52.0 0.3% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 51.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Blue Sparrow, LLC /DE CIK 0002104539 0.208 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMF Tjanstepension AB CIK 0001553562 0.910 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.2 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.4 pp -0.1 pp -0.2 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Convergence Investment Partners, LLC CIK 0001456133 0.067 241 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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
KADENSA CAPITAL Ltd CIK 0001720980 0.063 28 0.0 0.0% 0 +0.0 pp -2.1 pp -1.7 pp -0.4 pp
Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
First National Bank of Hutchinson CIK 0001313871 0.374 90 0.0 0.0% 0 -0.6 pp -0.5 pp -0.4 pp -0.5 pp
Bramshill Investments, LLC CIK 0001619899 0.793 157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Andra AP-fonden CIK 0001535452 0.270 396 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skye Global Management LP CIK 0001675884 0.960 30 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp -0.1 pp
Fullerton Fund Management Co Ltd. CIK 0001592746 0.427 119 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Bank CIK 0001002672 0.895 195 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
ECOFI INVESTISSEMENTS SA CIK 0002034064 0.000 18 0.0 0.0% 0 -6.2 pp -6.2 pp -9.7 pp -9.6 pp
TSG Advice Partners, LLC CIK 0002111347 0.054 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
W1M Investment Management Ltd CIK 0001344114 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Capula Management Ltd CIK 0001557017 0.914 303 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.3 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.021 253 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hartree Partners, LP CIK 0001597857 0.130 112 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.1 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 -0.1 pp
Left Brain Wealth Management, LLC CIK 0001957370 0.063 99 0.0 0.0% 0 -2.4 pp -2.0 pp -1.8 pp -2.2 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Numerai GP LLC CIK 0001668527 0.018 710 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
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
Prana Capital Management, LP CIK 0001710951 0.303 118 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Xcel Wealth Management, LLC CIK 0001791002 0.303 139 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Volterra Technologies LP CIK 0001833567 0.000 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Fieldview Capital Management, LLC CIK 0002040221 0.000 507 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOMERVILLE KURT F CIK 0001215208 0.429 97 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 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 +0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 0.0 0.0% 0 +0.0 pp -2.7 pp -2.7 pp -2.7 pp
USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 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
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp -0.4 pp
PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
THREADGILL FINANCIAL, LLC CIK 0001814104 0.129 36 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sone Capital Management, LLC CIK 0002026215 0.034 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.4 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
Encompass More Asset Management CIK 0002011218 0.126 270 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Court Place Advisors, LLC CIK 0001566113 0.447 147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -1.5 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 WM). Qtrs Held counts distinct quarters this fund has actually held WM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WM position size. Δ columns are the percentage-point change in WM'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