Signals

YOU

485 in-universe funds with a nonzero position in YOU within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22014
Score / z0.000 / -0.02
Consensus154.53 over 253 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 732.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 165.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 162.3 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Durable Capital Partners LP CIK 0001798849 0.765 36 143.9 1.5% 4 +0.3 pp -0.1 pp -0.1 pp +1.5 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 138.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 137.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 129.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 129.0 0.0% 4 +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 125.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copeland Capital Management, LLC CIK 0001541743 0.466 265 85.0 1.9% 4 +0.1 pp +0.3 pp +0.5 pp +1.9 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 82.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 79.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 70.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 69.1 0.4% 4 +0.1 pp +0.3 pp +0.2 pp +0.4 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 62.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 60.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 57.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 57.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 56.0 0.2% 4 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 45.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
No Street GP LP CIK 0001765774 0.676 32 40.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 40.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 38.3 0.0% 4 +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 38.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 36.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ribbit Management Company, LLC CIK 0001836733 0.864 15 36.2 2.2% 4 +0.9 pp +1.0 pp +0.7 pp +2.2 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 35.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 29.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 29.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 28.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 28.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICE HALL JAMES & ASSOCIATES, LLC CIK 0001230765 0.367 240 27.9 1.6% 4 -0.2 pp -0.2 pp -0.0 pp +1.6 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 26.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070 0.328 107 25.8 3.2% 2 +2.1 pp +3.2 pp +3.2 pp +3.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 25.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 23.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 21.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 20.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 19.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 19.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MARSICO CAPITAL MANAGEMENT LLC CIK 0001055966 0.532 69 18.6 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
ALLEN OPERATIONS LLC CIK 0001389544 0.777 33 17.8 2.7% 4 +0.5 pp +0.7 pp +0.8 pp +2.7 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 16.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 16.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 16.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 15.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 15.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 15.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 15.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 15.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 14.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 14.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINMILL & CO. INC CIK 0000052234 0.402 56 14.0 4.0% 4 +1.3 pp +1.7 pp +1.8 pp +4.0 pp
Hodges Capital Management Inc. CIK 0001337263 0.208 223 13.9 1.1% 4 +0.5 pp +0.5 pp +0.6 pp +1.1 pp
Man Group plc CIK 0001637460 0.631 2032 13.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 12.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 11.8 0.5% 3 +0.3 pp +0.4 pp +0.5 pp +0.5 pp
VALUEWORKS LLC CIK 0001282189 0.188 38 11.8 3.2% 2 +1.0 pp +3.2 pp +3.2 pp +3.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 11.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 11.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 10.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 10.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 10.6 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 10.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 9.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 9.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 9.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 8.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 8.9 0.0% 4 +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 8.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 8.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abu Dhabi Investment Council Co P.J.S.C CIK 0001814011 0.499 26 5.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 5.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 5.6 0.1% 1 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
IQ EQ FUND MANAGEMENT (IRELAND) Ltd CIK 0001620943 0.314 289 5.6 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 5.1 0.3% 1 +0.3 pp +0.3 pp +0.0 pp +0.3 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 4.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 4.7 0.0% 4 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avory & Company, LLC CIK 0001842766 0.543 32 4.1 5.3% 4 -0.1 pp +0.3 pp +1.1 pp +5.3 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LGT Fund Management Co Ltd. CIK 0001911284 0.522 235 3.7 0.2% 4 -0.2 pp -0.2 pp -0.2 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Informed Momentum Co LLC CIK 0001510989 0.009 268 3.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 3.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 3.3 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Smith Group Asset Management, LLC CIK 0001893134 0.543 166 3.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 3.1 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CIM, LLC CIK 0001364725 0.348 169 2.9 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.6 0.1% 4 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 2.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NFJ INVESTMENT GROUP, LLC CIK 0001862664 0.181 208 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HUSSMAN STRATEGIC ADVISORS, INC. CIK 0001179475 0.008 231 2.5 0.5% 4 +0.0 pp +0.2 pp -0.1 pp +0.5 pp
OAK ASSOCIATES LTD /OH/ CIK 0000836372 0.656 139 2.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 2.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEALWOOD ASSET MANAGEMENT INC CIK 0001164062 0.092 121 2.1 0.9% 4 +0.3 pp +0.3 pp +0.4 pp +0.9 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 2.0 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 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAMPBELL NEWMAN ASSET MANAGEMENT INC CIK 0000874791 0.529 99 1.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 1.8 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
Vestcor Inc CIK 0001536925 0.400 1189 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Future Fund LLC CIK 0001911970 0.079 118 1.8 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Blueshift Asset Management, LLC CIK 0001727827 0.007 556 1.8 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 1.7 0.1% 1 +0.1 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 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inspire Investing, LLC CIK 0001670139 0.034 1266 1.6 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Lisanti Capital Growth, LLC CIK 0001424467 0.005 109 1.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 1.5 0.0% 1 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 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 YOU). Qtrs Held counts distinct quarters this fund has actually held YOU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its YOU position size. Δ columns are the percentage-point change in YOU's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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