Signals

ZETA

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

Flow ranking

Rank#24772
Score / z-0.558 / -0.69
Consensus154.58 over 268 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 390.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 291.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 202.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenvale Capital LLP CIK 0001768041 0.803 10 182.1 20.0% 5 +1.9 pp +6.6 pp +8.5 pp +10.4 pp
Capital World Investors CIK 0001422849 0.974 637 161.3 0.0% 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 134.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DISCIPLINED GROWTH INVESTORS INC /MN CIK 0001050442 0.715 58 133.1 2.3% 4 +0.2 pp +0.1 pp +0.1 pp +2.3 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 123.2 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 111.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 105.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Contour Asset Management LLC CIK 0001510669 0.151 27 82.8 2.0% 5 -0.7 pp -3.3 pp -2.4 pp -0.5 pp
BWCP, LP CIK 0001787893 0.196 24 81.2 11.6% 5 +0.6 pp +0.8 pp +1.7 pp +4.7 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 72.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 70.4 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 53.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 47.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Investment Management Group LLC CIK 0001314440 0.460 176 47.8 0.5% 5 +0.1 pp -0.0 pp +0.0 pp +0.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 45.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 40.4 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 40.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 38.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 35.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 34.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Granahan Investment Management, LLC CIK 0001026710 0.275 150 34.6 1.2% 5 +0.4 pp -1.0 pp +0.2 pp +0.8 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 32.5 0.1% 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portolan Capital Management, LLC CIK 0001350290 0.078 148 29.6 1.1% 5 +0.7 pp -0.3 pp +0.0 pp -0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 29.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 28.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 28.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 28.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 27.6 0.0% 4 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 27.5 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 27.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 25.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 22.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Penn Capital Management Company, LLC CIK 0001158202 0.097 185 20.4 1.3% 4 +0.3 pp -0.0 pp +0.1 pp +1.3 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 19.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 19.0 0.5% 4 +0.5 pp +0.3 pp +0.3 pp +0.5 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 18.8 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 18.8 0.0% 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 18.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 18.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
P2 Capital Partners, LLC CIK 0001406313 0.772 12 18.1 7.4% 5 +0.4 pp -1.5 pp +0.4 pp +2.1 pp
OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 16.1 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 15.9 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RPG Investment Advisory, LLC CIK 0001666664 0.411 93 15.7 1.6% 4 +0.2 pp -0.1 pp +0.2 pp +1.6 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 15.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 14.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manatuck Hill Partners, LLC CIK 0001467902 0.027 129 12.8 4.2% 5 +1.4 pp -0.1 pp -0.5 pp +2.5 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 12.4 0.1% 4 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 12.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 12.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Samjo Management, LLC CIK 0001986590 0.308 58 10.8 3.7% 5 +0.3 pp -0.7 pp +0.2 pp +0.7 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 10.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 9.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bullseye Asset Management LLC CIK 0001513779 0.127 56 9.0 4.6% 5 +0.4 pp -0.4 pp -0.2 pp +1.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 8.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 8.1 0.4% 5 -0.3 pp -0.5 pp -0.5 pp -0.5 pp
STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 8.0 0.7% 5 -0.1 pp -0.3 pp -0.3 pp -0.2 pp
Bastion Asset Management Inc. CIK 0001977794 0.007 54 7.9 2.7% 2 +2.2 pp +2.7 pp +2.7 pp +2.7 pp
RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 7.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
1492 Capital Management LLC CIK 0001584087 0.142 133 7.5 2.2% 5 -0.3 pp -1.0 pp -1.1 pp -0.6 pp
Swiss National Bank CIK 0001582202 0.961 2301 7.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lisanti Capital Growth, LLC CIK 0001424467 0.005 109 6.9 1.5% 5 +0.9 pp +0.8 pp -0.3 pp +0.9 pp
LPL Financial LLC CIK 0001403438 0.957 5996 6.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 6.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 6.8 0.2% 6 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 6.8 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CastleKnight Management LP CIK 0001835751 0.112 402 6.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Summit Creek Advisors LLC CIK 0001333709 0.134 64 6.3 2.2% 5 +0.3 pp +0.1 pp -0.2 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 5.6 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 5.5 0.0% 5 +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 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
HAHN CAPITAL MANAGEMENT LLC CIK 0001171592 0.359 31 5.3 3.2% 2 +0.4 pp +3.2 pp +3.2 pp +3.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 5.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CALIFORNIA FIRST LEASING CORP (CFNB) CIK 0000803016 0.444 34 5.0 1.1% 5 -0.2 pp -0.6 pp -0.4 pp -0.2 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 4.7 1.0% 5 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 4.6 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 4.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legato Capital Management LLC CIK 0001442641 0.058 678 3.6 0.3% 5 +0.2 pp +0.1 pp +0.0 pp +0.1 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 3.5 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 3.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FirstWave Capital Management LLC CIK 0002093108 0.038 62 3.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 3.3 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 3.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 3.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 2.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 2.5 0.2% 4 -0.2 pp -0.1 pp +0.0 pp +0.2 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 2.5 0.2% 5 +0.1 pp -0.2 pp +0.1 pp +0.1 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 2.5 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 2.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 2.4 0.7% 5 +0.1 pp -0.1 pp +0.6 pp +0.6 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 2.3 0.0% 3 -0.0 pp -0.8 pp +0.0 pp +0.0 pp
ESSEX INVESTMENT MANAGEMENT CO LLC CIK 0000201772 0.131 306 2.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Investment Partners, LP CIK 0001389574 0.098 204 2.3 0.1% 1 +0.1 pp -0.2 pp -0.2 pp -0.1 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONNORS INVESTOR SERVICES INC CIK 0000884548 0.348 153 2.1 0.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC CIK 0001638555 0.123 79 2.0 0.1% 4 -0.2 pp -0.5 pp -0.5 pp +0.1 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 2.0 0.0% 1 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Panoramic Capital, LLC CIK 0001950490 0.035 43 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 1.8 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mandatum Life Insurance Co Ltd CIK 0001664324 0.701 90 1.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GatePass Capital, LLC CIK 0002087399 0.107 188 1.7 0.6% 4 -0.0 pp -0.3 pp -0.4 pp +0.6 pp
Clear Street Group Inc. CIK 0001881567 0.813 1364 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Investment Partners LLC CIK 2145170 0.138 312 1.6 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skylands Capital, LLC CIK 0001299910 0.457 166 1.4 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.4 0.0% 4 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.3 0.0% 5 +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 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Battery Management Corp. CIK 0001548594 0.918 5 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp -1.2 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
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
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
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp -0.1 pp
TD Capital Management LLC CIK 0001483824 0.737 797 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
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 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
JT Stratford LLC CIK 0001689013 0.376 321 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 -0.0 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
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 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 +0.0 pp +0.0 pp -0.3 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
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Regal Partners Ltd CIK 0001577774 0.595 122 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
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
Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp -1.9 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD CIK 0001914472 0.157 37 0.0 0.0% 0 -0.1 pp -1.9 pp -1.8 pp -1.2 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
BLUE JEAN FINANCIAL LLC CIK 0002047089 0.000 70 0.0 0.0% 0 -1.7 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
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
PDT Partners, LLC CIK 0001564702 0.042 489 0.0 0.0% 0 -0.3 pp -0.5 pp -0.4 pp -0.4 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
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
Yorktown Management & Research Co Inc CIK 0001313559 0.023 249 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
Cavalier Investments, LLC CIK 0001655543 0.000 40 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.7 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 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
Optas, LLC CIK 0001802961 0.460 494 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 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
Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.2 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
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 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 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 (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