Signals

← Signals

☆WTM

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

Flow ranking

Rank#679
Score / z0.216 / 0.24
Consensus115.59 over 196 funds
Momentumno 12m return

Price & positioning

226 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

Negative / total0 / 2
FiledFormItems
2026-08-27 8-K 5.02, 9.01
2026-08-06 8-K 2.02, 9.01
2026-06-05 8-K 7.01, 9.01
2026-05-21 8-K 5.02, 5.07, 9.01
2026-05-15 8-K 1.01, 2.03, 9.01
2026-05-06 8-K 2.02, 9.01
2026-04-01 8-K 8.01, 9.01
2026-02-26 8-K 8.01, 9.01
2026-02-06 8-K 2.02, 9.01
2026-01-07 8-K 8.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

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 ▾
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 329.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 247.0 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 244.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆River Road Asset Management, LLC CIK 0001341401 0.545 175 240.3 2.7% 5 -0.3 pp -0.1 pp +0.6 pp +0.2 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 232.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 222.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 211.3 0.6% 5 -0.2 pp -0.2 pp -0.0 pp -0.1 pp
☆COOKE & BIELER LP CIK 0000024386 0.694 100 176.5 2.0% 5 -0.6 pp -0.3 pp +0.2 pp +0.7 pp
☆Wallace Capital Management Inc. CIK 0001459754 0.837 77 166.0 18.2% 5 -1.7 pp -1.9 pp +1.3 pp -1.1 pp
☆FIDUCIARY MANAGEMENT INC /WI/ CIK 0000764532 0.570 56 138.0 2.0% 5 -0.4 pp -0.1 pp +0.4 pp +0.7 pp
☆GENDELL JEFFREY L CIK 0001056581 0.967 103 122.8 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Boston Partners CIK 0001386060 0.833 802 115.3 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 112.1 0.6% 5 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 104.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 102.5 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 97.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆REINHART PARTNERS, LLC. CIK 0001080298 0.674 72 92.3 2.1% 5 -0.3 pp -0.6 pp -0.2 pp -0.5 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 64.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 58.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 57.2 1.0% 5 -0.2 pp -0.1 pp +0.1 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 51.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 48.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 46.1 6.6% 7 -0.6 pp -0.4 pp +0.7 pp +0.4 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 37.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 37.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 36.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 35.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOUTHEASTERN ASSET MANAGEMENT INC/TN/ CIK 0000807985 0.803 47 35.5 1.8% 5 -0.2 pp -1.1 pp -0.9 pp -0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 33.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 31.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 30.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 30.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 30.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 28.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 26.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ELKHORN PARTNERS LIMITED PARTNERSHIP CIK 0000928400 0.301 50 25.5 21.9% 5 +4.1 pp +4.0 pp +5.1 pp +2.4 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 25.3 0.3% 5 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 25.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 22.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 22.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 20.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPEECE THORSON CAPITAL GROUP INC CIK 0000900169 0.350 37 19.1 4.1% 5 -0.6 pp -0.7 pp +0.3 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 18.1 0.0% 5 -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 17.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 16.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 15.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 14.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 14.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 14.1 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 13.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 13.6 0.4% 5 +0.2 pp +0.4 pp +0.3 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 11.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 10.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 10.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 10.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆WINMILL & CO. INC CIK 0000052234 0.402 56 10.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 8.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phocas Financial Corp. CIK 0001356783 0.164 153 8.5 1.2% 6 -0.3 pp -0.3 pp -0.0 pp -0.2 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 8.1 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 7.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 7.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LEE DANNER & BASS INC CIK 0000939219 0.560 250 6.7 0.4% 5 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.9 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 5.2 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triad Investment Management CIK 0001615717 0.117 34 5.1 5.6% 2 -0.4 pp +5.6 pp +5.6 pp +5.6 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 4.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 4.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Regency Capital Management Inc.\DE CIK 0001863894 0.190 64 4.4 1.8% 4 +0.3 pp +0.4 pp +1.1 pp +1.8 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 3.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 3.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 3.9 0.1% 1 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 3.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 3.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 3.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 2.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.7 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 2.6 0.0% 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 2.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 2.4 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 2.4 0.5% 5 +0.3 pp +0.3 pp +0.2 pp +0.2 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 2.4 0.7% 5 -0.1 pp -0.1 pp +0.1 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 2.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 2.3 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 2.2 0.6% 5 -0.2 pp -0.2 pp -0.1 pp -0.3 pp
☆HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 2.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 1.9 0.4% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 1.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.7 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 1.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 1.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 1.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 1.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 1.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 1.1 0.3% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Lexington Hill Partners, LLC CIK 0002111980 0.557 77 1.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.0 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 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sendero Wealth Management, LLC CIK 0001639375 0.652 209 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cove Street Capital, LLC CIK 0001531612 0.084 96 0.0 0.0% 0 +0.0 pp +0.0 pp -2.4 pp -1.2 pp
☆Boussard & Gavaudan Investment Management LLP CIK 0001614986 0.042 84 0.0 0.0% 0 -3.0 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 WTM). Qtrs Held counts distinct quarters this fund has actually held WTM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WTM position size. Δ columns are the percentage-point change in WTM'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