Signals

AAOI

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

Flow ranking

Rank#1437
Score / z0.021 / -0.00
Consensus144.20 over 269 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2026Q2
Accrual ratio-0.015
F-score6
M-score
Net issuance-17.0%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-15 BLACK RICHARD B G

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 608.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 198.8 5.9% 4 +3.3 pp +4.0 pp +3.8 pp +5.9 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 192.8 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 179.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 170.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 139.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 137.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hood River Capital Management LLC CIK 0001578177 0.546 166 107.9 1.1% 3 +0.6 pp +0.6 pp +1.1 pp +1.1 pp
Value Aligned Research Advisors, LLC CIK 0001963565 0.606 59 107.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 91.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 82.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 62.2 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 61.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 53.5 0.4% 4 +0.3 pp +0.3 pp +0.2 pp +0.4 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 49.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 47.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 45.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 44.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 41.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 39.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 38.5 0.5% 4 +0.3 pp +0.4 pp +0.4 pp +0.5 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 37.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 37.5 0.2% 4 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
EMERALD ADVISERS, LLC CIK 0001015083 0.164 237 36.7 1.2% 4 +0.4 pp +0.7 pp +0.6 pp +1.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 35.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 32.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 32.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 28.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Artemis Investment Management LLP CIK 0001535385 0.328 213 28.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
NEXT CENTURY GROWTH INVESTORS LLC CIK 0001134007 0.159 113 27.1 2.0% 2 +0.8 pp +2.0 pp +2.0 pp +2.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 26.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 24.5 0.3% 1 +0.3 pp +0.3 pp +0.2 pp +0.3 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 24.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 23.6 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 23.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 23.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
EMERALD MUTUAL FUND ADVISERS TRUST CIK 0001352895 0.146 197 23.0 1.1% 4 +0.4 pp +0.6 pp +0.5 pp +1.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 22.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 21.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 20.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 20.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 18.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 18.7 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 18.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 15.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Penn Capital Management Company, LLC CIK 0001158202 0.097 185 14.9 1.2% 3 -0.1 pp +0.3 pp +1.2 pp +1.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 14.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 13.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 13.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 12.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 12.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 11.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 11.5 0.4% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Andar Capital Management HK Ltd CIK 0001805591 0.000 13 11.3 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
Swiss National Bank CIK 0001582202 0.961 2301 10.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1492 Capital Management LLC CIK 0001584087 0.142 133 10.6 4.0% 2 +1.1 pp +4.0 pp +4.0 pp +4.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 9.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICE HALL JAMES & ASSOCIATES, LLC CIK 0001230765 0.367 240 8.3 0.5% 4 +0.1 pp +0.2 pp +0.1 pp +0.5 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 8.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CenterBook Partners LP CIK 0001872738 0.028 693 8.1 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 8.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 8.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 6.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Zweig-DiMenna Associates LLC CIK 0001533950 0.165 70 6.8 0.9% 2 +0.8 pp +0.9 pp +0.6 pp +0.9 pp
Man Group plc CIK 0001637460 0.631 2032 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THAMES CAPITAL MANAGEMENT LLC CIK 0001714267 0.041 56 6.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
SPHERA FUNDS MANAGEMENT LTD. CIK 0001496201 0.149 97 6.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 6.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 5.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNICOM Systems, Inc. CIK 0001996154 0.640 39 5.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 5.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shellback Capital, LP CIK 0001591744 0.016 89 5.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sapience Investments, LLC CIK 0001682598 0.022 114 5.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 5.0 1.9% 2 +1.5 pp +1.9 pp +1.9 pp +1.9 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 4.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nicholas Investment Partners, LP CIK 0001389574 0.098 204 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 4.1 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 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE JEAN FINANCIAL LLC CIK 0002047089 0.000 70 3.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 3.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Informed Momentum Co LLC CIK 0001510989 0.009 268 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
OAK RIDGE INVESTMENTS LLC CIK 0001054554 0.367 170 3.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Oak Harvest Investment Services CIK 0001839430 0.239 160 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Oak Grove Capital LLC CIK 0001661762 0.356 97 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kultura Capital Management LP CIK 0002064545 0.020 31 3.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 3.0 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.7 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 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
APIS CAPITAL ADVISORS, LLC CIK 0001386892 0.194 60 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portolan Capital Management, LLC CIK 0001350290 0.078 148 2.5 0.1% 4 -0.3 pp -0.6 pp -0.6 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneva Partners, LLC CIK 0001712671 0.052 75 2.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 2.3 0.4% 4 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ACT CAPITAL MANAGEMENT, LLC CIK 0001442273 0.181 62 2.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 2.2 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 2.1 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 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.9 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SHARIAPORTFOLIO, INC. CIK 0001998574 0.640 43 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Point Advisors, LLC CIK 0002056976 0.142 129 1.7 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
FirstWave Capital Management LLC CIK 0002093108 0.038 62 1.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 1.6 1.4% 4 +0.7 pp +0.9 pp +1.0 pp +1.4 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.5 0.0% 2 +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 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.376 177 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creek Drive Management Group LLC CIK 0002111824 0.081 43 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 1.2 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
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Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 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
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 2 +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
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 1 +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
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 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
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARDSLEY ADVISORY PARTNERS LP CIK 0000900529 0.026 130 0.0 0.0% 0 -0.1 pp -1.5 pp +0.0 pp +0.0 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GF FUND MANAGEMENT CO. LTD. CIK 0002057060 0.516 587 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Atika Capital Management LLC CIK 0001599731 0.149 62 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
F/m Investments LLC CIK 0001834499 0.385 354 0.0 0.0% 0 -0.1 pp -0.1 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
INCEPTIONR LLC CIK 0001821561 0.000 628 0.0 0.0% 0 -0.1 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
WT Asset Management Ltd CIK 0001780365 0.253 29 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blueshift Asset Management, LLC CIK 0001727827 0.007 556 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BOCHK Asset Management Ltd CIK 0002010854 0.068 144 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 -0.1 pp -0.0 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
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.0 0.0% 0 -0.0 pp -0.0 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
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 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 -0.0 pp -0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 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 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Roubaix Capital, LLC CIK 0001769700 0.005 50 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
SHERBROOKE PARK ADVISERS LLC CIK 0001965377 0.000 182 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
DIKER MANAGEMENT LLC CIK 0001276525 0.324 46 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 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
Southland Equity Partners LLC CIK 0002006517 0.434 306 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
SCALAR GAUGE MANAGEMENT, LLC CIK 0001965542 0.041 26 0.0 0.0% 0 -3.2 pp +0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 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 +0.0 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
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 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
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HAWK RIDGE CAPITAL MANAGEMENT LP CIK 0001609074 0.308 44 0.0 0.0% 0 -2.7 pp -1.0 pp +0.0 pp +0.0 pp
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E Fund Management Co., Ltd. CIK 0001842296 0.366 488 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 AAOI). Qtrs Held counts distinct quarters this fund has actually held AAOI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AAOI position size. Δ columns are the percentage-point change in AAOI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status