Signals

ZBH

884 in-universe funds with a nonzero position in ZBH within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23491
Score / z-0.130 / -0.18
Consensus285.59 over 522 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+31% / 3.3d

Forensics

Issuance as of 2026Q2
Accrual ratio-0.011
F-score7
M-score-2.44
Net issuance114.3%

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total1 / 4
FiledFormItems
2026-09-08 8-K 5.02, 7.01, 9.01
2026-08-05 8-K 8.01, 9.01
2026-08-05 8-K 2.02, 9.01
2026-06-29 8-K 1.01, 1.02, 2.03, 9.01
2026-05-27 8-K 5.07, 9.01
2026-05-12 8-K 7.01, 9.01
2026-04-28 8-K 5.02, 7.01, 9.01
2026-04-28 8-K 2.02, 9.01
2026-02-10 8-K 2.02, 9.01
2026-01-12 8-K 5.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-02-13 424B5 ZIMMER BIOMET HOLDINGS, INC.
2025-02-11 424B5 ZIMMER BIOMET HOLDINGS, INC.
2024-11-14 424B5 ZIMMER BIOMET HOLDINGS, INC.
2024-11-13 424B5 ZIMMER BIOMET HOLDINGS, INC.
2024-08-09 424B5 ZIMMER BIOMET HOLDINGS, INC.
2024-08-08 424B5 ZIMMER BIOMET HOLDINGS, INC.
2023-11-30 424B5 ZIMMER BIOMET HOLDINGS, INC.
2023-11-28 424B5 ZIMMER BIOMET HOLDINGS, INC.
2023-06-16 424B5 ZIMMER BIOMET HOLDINGS, INC.
2023-02-15 424B5 ZIMMER BIOMET HOLDINGS, INC.
Showing the 10 most recent.

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
VANGUARD GROUP INC CIK 0000102909 0.000 0 2,120.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DODGE & COX CIK 0000200217 0.944 222 2,015.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,469.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 800.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International Investors CIK 0001562230 0.968 446 617.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 520.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 465.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 429.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 426.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 420.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 340.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 340.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORGES BANK CIK 0001374170 0.994 1617 225.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 203.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 199.3 0.0% 1 +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 167.7 0.0% 3 -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 167.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 148.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 142.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 136.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 132.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 130.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 118.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 114.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 114.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 112.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 101.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 93.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Camber Capital Management LP CIK 0001444043 0.470 23 91.2 12.7% 1 +12.7 pp +12.7 pp +12.7 pp +12.7 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 84.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOUND SHORE MANAGEMENT INC /CT/ CIK 0000820124 0.307 40 84.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 78.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SHAPIRO CAPITAL MANAGEMENT LLC CIK 0001177244 0.525 50 68.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 65.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 64.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 64.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 63.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Boston Partners CIK 0001386060 0.833 802 62.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 60.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 59.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 59.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 54.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 52.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 47.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 46.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magellan Asset Management Ltd CIK 0001536105 0.373 78 46.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Woodline Partners LP CIK 0001784547 0.424 1011 43.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 42.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 41.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 38.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.701 250 36.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 34.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Pension Service CIK 0001608046 0.956 552 34.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 34.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 31.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CapitalatWork S.A. CIK 0002135126 0.670 93 30.2 0.9% 3 -0.3 pp -0.2 pp +0.9 pp +0.9 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 29.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 27.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC CIK 0001080382 0.449 118 26.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 26.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 25.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 25.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 24.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellevue Group AG CIK 0001674546 0.451 148 24.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 23.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARIEL INVESTMENTS, LLC CIK 0000936753 0.768 106 23.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 22.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 22.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 22.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 22.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Parkman Healthcare Partners LLC CIK 0001777015 0.071 76 21.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 20.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 19.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SPEECE THORSON CAPITAL GROUP INC CIK 0000900169 0.350 37 18.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 17.8 0.0% 1 +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 17.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 17.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gradient Investments LLC CIK 0001542265 0.563 448 16.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Aberdeen Group plc CIK 0001716774 0.934 934 15.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 15.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 15.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 13.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 13.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AVIVA PLC CIK 0001140022 0.925 854 13.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 12.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 11.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 11.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 11.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATRIX ASSET ADVISORS INC/NY CIK 0001016287 0.574 106 11.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 11.3 0.0% 3 -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 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 10.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Minneapolis Portfolio Management Group, LLC CIK 0001317253 0.558 34 10.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 10.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 10.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
QSM Asset Management Ltd CIK 0002058325 0.227 24 10.2 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 9.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
M&G Plc CIK 0001802539 0.820 370 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Thomasville National Bank CIK 0001561790 0.600 241 9.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 9.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 9.1 0.0% 3 -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 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leeward Investments, LLC - MA CIK 0001923173 0.390 140 8.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ICICI Prudential Asset Management Co Ltd CIK 0001697850 0.300 157 8.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
OAK ASSOCIATES LTD /OH/ CIK 0000836372 0.656 139 8.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Invenomic Capital Management LP CIK 0001769456 0.090 115 8.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SECTOR GAMMA AS CIK 0001475373 0.224 40 8.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 8.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 7.4 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 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olstein Capital Management, L.P. CIK 0000947996 0.000 0 7.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REINHART PARTNERS, LLC. CIK 0001080298 0.674 72 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KLCM Advisors, Inc. CIK 0001166620 0.621 283 6.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 6.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 5.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hoese & Co LLP CIK 0001840268 0.583 183 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Slocum, Gordon & Co LLP CIK 0001993325 0.287 70 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNITED BANK CIK 0001286478 0.652 130 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 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 ZBH). Qtrs Held counts distinct quarters this fund has actually held ZBH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ZBH position size. Δ columns are the percentage-point change in ZBH's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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