Signals

ZETA

417 in-universe funds with a nonzero position in ZETA within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22368
Score / z-0.101 / -0.15
Consensus126.98 over 244 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-2% / 3.9d

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
VANGUARD GROUP INC CIK 0000102909 0.000 0 469.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 341.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Contour Asset Management LLC CIK 0001510669 0.151 27 227.2 5.3% 3 +0.9 pp +2.9 pp +5.3 pp +5.3 pp
Greenvale Capital LLP CIK 0001768041 0.803 10 142.9 13.4% 3 +1.9 pp +3.8 pp +13.4 pp +13.4 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 117.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 113.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DISCIPLINED GROWTH INVESTORS INC /MN CIK 0001050442 0.715 58 111.9 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
Capital World Investors CIK 0001422849 0.974 637 102.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 92.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 91.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 82.0 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
BWCP, LP CIK 0001787893 0.196 24 64.8 10.8% 3 +0.8 pp +3.8 pp +10.8 pp +10.8 pp
Granahan Investment Management, LLC CIK 0001026710 0.275 150 53.3 2.3% 3 +1.3 pp +1.8 pp +2.3 pp +2.3 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 53.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 47.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 45.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 42.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 42.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 41.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stephens Investment Management Group LLC CIK 0001314440 0.460 176 41.5 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 41.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 37.8 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 37.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 36.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 36.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
P2 Capital Partners, LLC CIK 0001406313 0.772 12 34.6 8.9% 3 +1.9 pp +3.6 pp +8.9 pp +8.9 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 33.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 33.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 33.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 31.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 30.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 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 29.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 28.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Portolan Capital Management, LLC CIK 0001350290 0.078 148 26.8 1.4% 3 +0.3 pp +0.2 pp +1.4 pp +1.4 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 24.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 24.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 22.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ophir Asset Management Pty Ltd CIK 0001844640 0.174 36 21.3 2.4% 3 -2.4 pp -2.2 pp +2.4 pp +2.4 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 18.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 18.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC CIK 0001638555 0.123 79 18.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Penn Capital Management Company, LLC CIK 0001158202 0.097 185 16.8 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 16.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 15.6 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 15.1 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
RPG Investment Advisory, LLC CIK 0001666664 0.411 93 15.1 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 14.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 14.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Summit Creek Advisors LLC CIK 0001333709 0.134 64 13.2 2.1% 3 -0.3 pp -0.1 pp +2.1 pp +2.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 12.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manatuck Hill Partners, LLC CIK 0001467902 0.027 129 12.3 4.3% 3 -0.5 pp +2.6 pp +4.3 pp +4.3 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 11.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Samjo Management, LLC CIK 0001986590 0.308 58 10.7 4.4% 3 +1.0 pp +1.4 pp +4.4 pp +4.4 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 10.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 10.4 1.1% 3 -0.0 pp +0.2 pp +1.1 pp +1.1 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 10.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 9.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 9.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Bullseye Asset Management LLC CIK 0001513779 0.127 56 9.3 5.0% 3 +0.3 pp +1.5 pp +5.0 pp +5.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 9.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 9.0 0.3% 4 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 8.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 8.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 8.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
1492 Capital Management LLC CIK 0001584087 0.142 133 8.4 3.2% 3 -0.1 pp +0.4 pp +3.2 pp +3.2 pp
NEXT CENTURY GROWTH INVESTORS LLC CIK 0001134007 0.159 113 7.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 7.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD CIK 0001914472 0.157 37 7.4 1.9% 3 +0.1 pp +0.7 pp +1.9 pp +1.9 pp
Swiss National Bank CIK 0001582202 0.961 2301 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 7.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PDT Partners, LLC CIK 0001564702 0.042 489 7.1 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 6.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 6.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 6.0 0.1% 3 -0.2 pp -0.1 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 5.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CastleKnight Management LP CIK 0001835751 0.112 402 5.7 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 5.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 5.2 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
CALIFORNIA FIRST LEASING CORP (CFNB) CIK 0000803016 0.444 34 5.2 1.7% 3 +0.2 pp +0.4 pp +1.7 pp +1.7 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.9 0.0% 3 +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 4.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 4.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Investment Partners, LP CIK 0001389574 0.098 204 4.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 4.5 1.0% 3 -0.0 pp +0.1 pp +1.0 pp +1.0 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 4.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONNORS INVESTOR SERVICES INC CIK 0000884548 0.348 153 4.4 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 4.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 4.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 3.9 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 3.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 3.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.1 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 3.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lisanti Capital Growth, LLC CIK 0001424467 0.005 109 3.1 0.7% 3 -1.1 pp +0.1 pp +0.7 pp +0.7 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 3.1 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 3.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 3.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
NFJ INVESTMENT GROUP, LLC CIK 0001862664 0.180 208 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UDINE WEALTH MANAGEMENT, INC. CIK 0001907240 0.420 40 2.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ESSEX INVESTMENT MANAGEMENT CO LLC CIK 0000201772 0.131 306 2.5 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Legato Capital Management LLC CIK 0001442641 0.058 678 2.5 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 2.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 2.2 0.9% 3 +0.8 pp +0.8 pp +0.9 pp +0.9 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 1.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GatePass Capital, LLC CIK 0002087399 0.107 188 1.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 1.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 1.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IRONWOOD INVESTMENT MANAGEMENT LLC CIK 0001127761 0.210 177 1.3 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 1.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 1.3 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 1.3 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
Generali Investments, Management Co LLC CIK 0002043136 0.382 164 1.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Sphera Management Technology Funds Ltd CIK 0002030525 0.102 83 1.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 1.2 0.2% 1 +0.2 pp +0.0 pp +0.2 pp +0.2 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PERKINS CAPITAL MANAGEMENT INC CIK 0000884300 0.164 79 1.1 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Proem Advisors LLC CIK 0001842526 0.144 34 1.1 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 1.1 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. CIK 0001817652 0.604 168 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 3 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.0% 3 -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
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PEAK6 LLC CIK 0001389958 0.149 850 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Intrinsic Edge Capital Management LLC CIK 0001671754 0.047 102 0.0 0.0% 0 -0.7 pp -0.4 pp +0.0 pp +0.0 pp
Optas, LLC CIK 0001802961 0.460 494 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 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
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Left Brain Wealth Management, LLC CIK 0001957370 0.063 99 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GPI CAPITAL, L.P. CIK 0001836021 0.000 0 0.0 0.0% 0 +0.0 pp -27.8 pp +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 0 -0.1 pp -0.4 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Absolute Gestao de Investimentos Ltda. CIK 0001622610 0.000 34 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TORNO CAPITAL, LLC CIK 0001974312 0.000 31 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
Battery Management Corp. CIK 0001548594 0.918 5 0.0 0.0% 0 -1.7 pp -1.2 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
X-Square Capital, LLC CIK 0001729300 0.158 176 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 0.0 0.0% 0 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 -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% 0 -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% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Cavalier Investments, LLC CIK 0001655543 0.000 40 0.0 0.0% 0 -0.8 pp -0.7 pp +0.0 pp +0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Whetstone Capital Advisors, LLC CIK 0001607278 0.337 67 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 0.0 0.0% 0 -1.9 pp -1.9 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fortress Investment Group LLC CIK 0001380393 0.650 25 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Divisadero Street Capital Management, LP CIK 0001901865 0.210 140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 0.0 0.0% 0 -0.1 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 ZETA). Qtrs Held counts distinct quarters this fund has actually held ZETA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ZETA position size. Δ columns are the percentage-point change in ZETA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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