Signals

A

1385 in-universe funds with a nonzero position in A within the trailing 4 quarters, as of 2026Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-08 Insider Boehnlein Glenn S acquired via award ($119,976)
2026-09-08 8-K Item(s) 5.02, 7.01, 9.01
2026-09-04 Insider Dolsten Mikael disposed via sale ($95,972)
2026-08-26 8-K Item(s) 2.02, 9.01
2026-06-26 Insider KIRKWOOD JONAH PREVOST (Senior Vice President) disposed via tax withholding ($4,080)
2026-06-25 8-K Item(s) 1.01, 2.03, 9.01
2026-06-03 Insider MCDONNELL PADRAIG (President and CEO) disposed via tax withholding ($57,433)
2026-05-29 Insider Dolsten Mikael disposed via sale ($216,672)
2026-05-27 8-K Item(s) 2.02, 5.02, 9.01
2026-05-19 Insider Buckner Michael Steven (Senior Vice President) acquired via award
2026-05-08 Insider MAY SIMON (Senior Vice President) disposed via tax withholding ($42,548)
2026-05-04 8-K Item(s) 5.02, 7.01, 9.01
2026-04-06 8-K Item(s) 5.02, 9.01
2026-04-03 8-K Item(s) 5.01, 9.01
2026-03-31 Insider Henson Meghan (Senior Vice President) disposed via tax withholding ($17,439)
2026-03-20 8-K Item(s) 5.03, 5.07, 9.01
2026-03-19 Insider BRAWLEY OTIS W acquired via award ($241,156)
2026-03-19 Insider WILSON DOW R acquired via award ($241,156)
2026-03-06 8-K Item(s) 5.02, 9.01
2026-02-25 8-K Item(s) 2.02, 9.01
2024-09-06 Ownership Dilution filing by AGILENT TECHNOLOGIES, INC. (424B5)
2024-09-04 Ownership Dilution filing by AGILENT TECHNOLOGIES, INC. (424B5)
2021-03-05 Ownership Dilution filing by AGILENT TECHNOLOGIES, INC. (424B5)
2021-03-03 Ownership Dilution filing by AGILENT TECHNOLOGIES, INC. (424B5)
2020-06-02 Ownership Dilution filing by AGILENT TECHNOLOGIES, INC. (424B5)
2020-06-01 Ownership Dilution filing by AGILENT TECHNOLOGIES, INC. (424B5)
2019-09-06 Ownership Dilution filing by AGILENT TECHNOLOGIES, INC. (424B5)
2019-09-05 Ownership Dilution filing by AGILENT TECHNOLOGIES, INC. (424B5)

Flow ranking

Rank#728
Score / z0.158 / 0.21
Consensus420.19 over 737 funds
Momentum-0.18 ≠

Price & positioning

224 cached closes, trailing year
Drawdown-15%
Short interest-6% / 2.1d

Forensics

Clean as of 2026Q3
Accrual ratio-0.011
F-score6
M-score-2.48
Net issuance-0.0%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-08 Boehnlein Glenn S A $119,976
2026-09-04 Dolsten Mikael S $95,972
2026-06-26 KIRKWOOD JONAH PREVOST F $4,080
2026-06-03 MCDONNELL PADRAIG F $57,433
2026-05-29 Dolsten Mikael S $216,672
2026-05-19 Buckner Michael Steven A
2026-05-08 MAY SIMON F $42,548
2026-03-31 Henson Meghan F $17,439
2026-03-19 BRAWLEY OTIS W A $241,156
2026-03-19 WILSON DOW R A $241,156
Showing the 10 most recent.

8-K events

Negative / total0 / 3
FiledFormItems
2026-09-08 8-K 5.02, 7.01, 9.01
2026-08-26 8-K 2.02, 9.01
2026-06-25 8-K 1.01, 2.03, 9.01
2026-05-27 8-K 2.02, 5.02, 9.01
2026-05-04 8-K 5.02, 7.01, 9.01
2026-04-06 8-K/A 5.02, 9.01
2026-04-03 8-K 5.01, 9.01
2026-03-20 8-K 5.03, 5.07, 9.01
2026-03-06 8-K 5.02, 9.01
2026-02-25 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2024-09-06 424B5 AGILENT TECHNOLOGIES, INC.
2024-09-04 424B5 AGILENT TECHNOLOGIES, INC.
2021-03-05 424B5 AGILENT TECHNOLOGIES, INC.
2021-03-03 424B5 AGILENT TECHNOLOGIES, INC.
2020-06-02 424B5 AGILENT TECHNOLOGIES, INC.
2020-06-01 424B5 AGILENT TECHNOLOGIES, INC.
2019-09-06 424B5 AGILENT TECHNOLOGIES, INC.
2019-09-05 424B5 AGILENT TECHNOLOGIES, INC.

LLM reads

Ticker EvalMixed
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 3,400.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 2,450.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 1,918.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 1,710.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 1,362.3 0.4% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,004.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 990.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 931.0 0.3% 7 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 695.2 0.1% 5 +0.1 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 688.8 0.0% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 674.3 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 625.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 597.0 0.6% 5 +0.1 pp -0.0 pp -0.1 pp -0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 514.0 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.0 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 508.1 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 490.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 472.4 0.2% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 377.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Troy Asset Management Ltd CIK 0001601407 0.937 29 355.5 9.9% 5 +1.7 pp +1.5 pp +2.0 pp +2.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 338.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 310.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 306.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 276.2 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GLENVIEW CAPITAL MANAGEMENT, LLC CIK 0001138995 0.683 42 261.6 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 260.1 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 256.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 245.1 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 222.5 1.4% 5 -0.0 pp -0.8 pp -0.8 pp -0.6 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 213.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 210.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 209.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 197.4 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 192.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 188.8 0.9% 5 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 188.0 0.2% 5 -0.2 pp -0.2 pp +0.1 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 186.9 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
Candriam S.C.A. CIK 0001537014 0.787 677 179.4 0.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
Man Group plc CIK 0001637460 0.631 2032 179.3 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 176.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Findlay Park Partners LLP CIK 0001351950 0.605 49 174.3 2.4% 5 +0.2 pp +1.0 pp +0.3 pp +0.8 pp
Amundi CIK 0001330387 0.000 1 171.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 171.0 0.5% 5 -0.2 pp -0.3 pp -0.2 pp -0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 162.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 157.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 146.3 0.1% 5 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
Robeco Schweiz AG CIK 0001418427 0.613 126 133.8 2.1% 5 -0.5 pp -1.1 pp -1.2 pp -1.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 132.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 126.5 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 125.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 115.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 111.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 108.3 0.3% 1 +0.3 pp +0.2 pp +0.0 pp +0.2 pp
Swiss National Bank CIK 0001582202 0.961 2301 105.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 104.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 100.2 3.3% 4 +0.6 pp +1.4 pp +1.5 pp +3.3 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 99.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
M&G Plc CIK 0001802539 0.820 370 95.4 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 94.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 92.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 91.1 0.6% 2 +0.2 pp +0.6 pp +0.5 pp +0.3 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 90.9 0.4% 3 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
LGT CAPITAL PARTNERS LTD. CIK 0001641992 0.707 38 88.6 4.5% 5 -0.6 pp -0.8 pp -0.5 pp +0.3 pp
SUMMITRY LLC CIK 0001280043 0.623 340 88.5 2.9% 5 -0.4 pp -0.6 pp -0.5 pp -0.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 85.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 85.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 84.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 83.9 1.0% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 82.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 81.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 80.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 80.6 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 79.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 75.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 74.6 1.5% 5 +0.1 pp -0.1 pp +0.0 pp +1.1 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 72.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 72.7 0.2% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 70.7 1.0% 5 +0.0 pp +0.0 pp -0.2 pp -0.4 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 68.4 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 66.5 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 64.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 63.5 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
National Pension Service CIK 0001608046 0.956 552 62.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 61.9 0.1% 5 -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 61.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 59.9 0.2% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 58.5 0.1% 6 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 57.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 57.4 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 47.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 46.6 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 45.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 44.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 42.7 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
CapitalatWork S.A. CIK 0002135126 0.670 93 42.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 41.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 40.9 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Swedbank AB CIK 0000946431 0.941 696 40.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 39.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 38.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 36.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 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 36.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 35.9 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 35.7 0.8% 6 +0.0 pp -0.4 pp -0.5 pp -0.4 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 34.1 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 33.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 32.6 0.1% 7 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 32.5 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 31.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 30.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARVEY INVESTMENT CO LLC CIK 0001162781 0.624 99 29.3 3.2% 5 +0.3 pp -0.1 pp +0.0 pp +0.3 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 29.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 28.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 28.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 27.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 27.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fiera Capital Corp CIK 0001505817 0.842 401 27.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
DKRT Investments Corp. CIK 0002080627 0.185 50 26.6 6.5% 4 +0.7 pp +3.8 pp -1.5 pp +6.5 pp
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 25.6 1.1% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 25.3 0.0% 6 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 25.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 24.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 24.9 0.7% 4 -0.1 pp +0.1 pp +0.1 pp +0.7 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 24.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
TrueMark Investments, LLC CIK 0001974457 0.124 187 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
waypoint wealth counsel CIK 0001807909 0.207 149 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NFJ INVESTMENT GROUP, LLC CIK 0001862664 0.180 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Parkman Healthcare Partners LLC CIK 0001777015 0.071 76 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Andra AP-fonden CIK 0001535452 0.620 393 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 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
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.0 pp -0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Board of the Pension Protection Fund CIK 0002041021 0.002 110 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Core Alternative Capital CIK 0001776878 0.274 201 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Menard Financial Group LLC CIK 0001803156 0.228 80 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Thematics Asset Management CIK 0001956031 0.494 125 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 0.0 0.0% 0 -1.4 pp -1.4 pp -1.4 pp -1.4 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.2 pp
DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Claar Advisors LLC CIK 0001593410 0.821 17 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.8 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Beacon Bank & Trust CIK 0001831984 0.535 160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Innovative Advisory Group, LLC CIK 2156202 0.646 29 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
eCIO, Inc. CIK 0001830823 0.330 46 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sienna Gestion CIK 0002021242 0.252 178 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.6 pp
APG Asset Management US Inc. CIK 0001323255 0.969 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Ilex Capital Partners (UK) LLP CIK 0001985486 0.000 147 0.0 0.0% 0 -3.4 pp +0.0 pp +0.0 pp +0.0 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qtron Investments LLC CIK 0001768099 0.279 449 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Napier Financial, LLC CIK 0002086579 0.647 472 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Carmel Capital Partners, LLC CIK 0001900481 0.216 134 0.0 0.0% 0 -0.6 pp -0.7 pp -0.4 pp -0.5 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 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
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Center For Asset Management LLC CIK 0001844878 0.268 151 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 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
Avidity Partners Management LP CIK 0001791827 0.661 45 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AGP FRANKLIN, LLC CIK 0002056566 0.170 93 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
BlueSpruce Investments, LP CIK 0001600285 0.502 18 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Three Bearings Fiduciary Advisors, Inc. CIK 2140230 0.497 312 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.1 pp
MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.300 102 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.0 0.0% 0 -0.2 pp -0.0 pp -0.0 pp -0.1 pp
Terra Alpha Investments LLC CIK 0002055566 0.314 32 0.0 0.0% 0 +0.0 pp -3.8 pp -3.7 pp -3.3 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LECAP ASSET MANAGEMENT LTD CIK 0001990849 0.000 254 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 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
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
denkapparat Operations GmbH CIK 0001999514 0.033 383 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
COMMERZBANK AKTIENGESELLSCHAFT /FI CIK 0000852933 0.000 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 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 A). Qtrs Held counts distinct quarters this fund has actually held A (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its A position size. Δ columns are the percentage-point change in A'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