Signals

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☆AAON

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

Flow ranking

Rank#1725
Score / z0.000 / -0.02
Consensus151.31 over 272 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2026Q2
Accrual ratio0.019
F-score—
M-score—
Net issuance-358.2%
See the full series →

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 4
FiledFormItems
2026-08-28 8-K 7.01, 8.01
2026-08-13 8-K 8.01, 9.01
2026-08-10 8-K 2.02, 7.01, 9.01
2026-07-30 8-K 5.02, 5.03, 9.01
2026-06-08 8-K 7.01, 9.01
2026-05-18 8-K 5.07, 8.01, 9.01
2026-05-07 8-K 2.02, 7.01, 8.01, 9.01
2026-04-02 8-K 5.02, 9.01
2026-03-05 8-K 8.01, 9.01
2026-03-02 8-K 2.02, 7.01, 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2024-04-02 D AAON, INC.
2023-03-10 D AAON, INC.
2022-03-15 D AAON, INC.

LLM reads

Ticker Evalpending
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 848.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 732.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 396.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 372.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 333.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WASATCH ADVISORS LP CIK 0000814133 0.571 219 296.7 1.9% 5 +0.7 pp +1.1 pp +0.9 pp +1.3 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 200.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 194.5 0.5% 5 +0.1 pp +0.2 pp +0.1 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 181.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 171.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 152.3 3.5% 5 +0.5 pp +0.8 pp +0.3 pp +1.0 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 142.3 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital World Investors CIK 0001422849 0.974 637 139.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 129.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 128.9 2.8% 5 +0.7 pp +0.5 pp +0.3 pp +0.8 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 123.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 116.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.2 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 112.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 111.5 0.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Mawer Investment Management Ltd. CIK 0001538449 0.794 142 108.5 0.7% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Spyglass Capital Management LLC CIK 0001654344 0.404 25 98.5 5.3% 5 -0.0 pp +0.8 pp +0.0 pp +2.2 pp
☆Copeland Capital Management, LLC CIK 0001541743 0.466 265 95.2 2.0% 4 +0.5 pp +0.6 pp +0.5 pp +2.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 91.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 89.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 86.5 1.2% 5 +0.3 pp +0.4 pp +0.2 pp +0.4 pp
☆Stephens Investment Management Group LLC CIK 0001314440 0.460 176 81.6 0.9% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 81.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 79.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BAMCO INC /NY/ CIK 0001017918 0.724 345 69.1 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆NORGES BANK CIK 0001374170 0.994 1617 66.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 63.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 62.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 55.9 0.0% 2 +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 55.3 0.0% 5 +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 53.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 50.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 48.9 0.4% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆AMERICAN CAPITAL MANAGEMENT INC CIK 0001320168 0.498 80 47.6 2.1% 4 +0.9 pp +1.2 pp +1.2 pp +2.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 46.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 46.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Champlain Investment Partners, LLC CIK 0001315478 0.213 129 45.9 1.2% 5 -0.5 pp -0.1 pp -0.5 pp +0.6 pp
☆Impax Asset Management Group plc CIK 0001749768 0.757 284 43.5 0.3% 5 -0.5 pp -0.4 pp -0.2 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 43.0 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 41.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 39.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 37.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 36.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 32.8 0.1% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 32.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 31.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 30.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ranger Investment Management, L.P. CIK 0001319691 0.273 83 30.6 1.9% 5 +0.4 pp -0.3 pp -0.8 pp -0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 30.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 29.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 29.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 26.5 0.7% 4 +0.1 pp +0.2 pp +0.4 pp +0.7 pp
☆EULAV Asset Management CIK 0001540826 0.373 152 26.5 0.8% 5 +0.3 pp +0.4 pp +0.4 pp +0.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 26.3 0.0% 5 -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 26.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Giverny Capital Inc. CIK 0001641864 0.751 51 26.0 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 25.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 25.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Aperture Investors, LLC CIK 0001787596 0.152 82 25.2 2.7% 5 +0.8 pp -0.1 pp -1.7 pp -0.6 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 24.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 20.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 19.7 3.2% 2 +0.9 pp +3.2 pp +3.2 pp +3.2 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 19.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 19.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 19.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 19.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Allied Investment Advisors, LLC CIK 0001729869 0.375 110 19.0 2.4% 5 +0.5 pp +0.6 pp -0.6 pp -0.7 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 18.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 17.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLOUGH CAPITAL PARTNERS L P CIK 0001276144 0.069 101 16.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 16.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Swedbank AB CIK 0000946431 0.941 696 15.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 15.4 0.5% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 15.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 15.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 14.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 14.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆NEXT CENTURY GROWTH INVESTORS LLC CIK 0001134007 0.159 113 14.0 0.7% 4 +0.1 pp +0.0 pp -0.1 pp +0.7 pp
☆KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 13.8 0.2% 5 -0.0 pp -0.0 pp -0.3 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 13.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 13.4 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 13.2 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 12.7 0.3% 2 -0.5 pp +0.3 pp -0.1 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 12.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 12.3 0.4% 5 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 11.6 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 11.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 10.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 9.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 9.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 9.2 0.4% 3 -0.2 pp +0.0 pp +0.4 pp +0.4 pp
☆B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 9.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 9.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 8.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 8.3 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 7.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 7.3 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 7.2 0.9% 5 +0.1 pp +0.1 pp -0.0 pp +0.2 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 6.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 6.6 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 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 6.0 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 5.6 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Granite Investment Partners, LLC CIK 0001542266 0.322 277 5.5 0.3% 4 -0.4 pp -0.4 pp -0.5 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 5.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 4.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 4.6 0.3% 4 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 4.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 4.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 4.4 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 4.3 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 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 3.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 3.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAMPBELL NEWMAN ASSET MANAGEMENT INC CIK 0000874791 0.529 99 2.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 2.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 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
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Clean Energy Transition LLP CIK 0001911523 0.831 14 0.0 0.0% 0 +0.0 pp -0.3 pp -4.2 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 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
☆AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +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% 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 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆USS Investment Management Ltd CIK 0001587381 0.888 617 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.3 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
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 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
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Kinetic Partners Management, LP CIK 0001911448 0.140 47 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 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
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 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
☆LOCUST WOOD CAPITAL ADVISERS, LLC CIK 0001349434 0.761 31 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 +0.0 pp -0.0 pp -0.5 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 0.0 0.0% 0 +0.0 pp -0.4 pp -0.6 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 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
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 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
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 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 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.021 253 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Jackson Square Partners, LLC CIK 0001605911 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -5.1 pp -1.2 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Penn Mutual Asset Management CIK 0000855702 0.000 9 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -0.8 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 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
☆J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 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 -0.3 pp +0.0 pp +0.0 pp -0.1 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 0 -0.5 pp -0.3 pp -0.4 pp -0.3 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
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 0 +0.0 pp +0.0 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
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Pembroke Management, LTD CIK 0001063497 0.301 100 0.0 0.0% 0 -5.1 pp -4.3 pp -5.1 pp -3.8 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Petrus Trust Company, LTA CIK 0001473429 0.705 27 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Brooklands Fund Management Ltd CIK 0002036388 0.035 36 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Nepsis Inc. CIK 0001587643 0.253 28 0.0 0.0% 0 +0.0 pp -2.8 pp -2.8 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 0 +0.0 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
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 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
☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Roubaix Capital, LLC CIK 0001769700 0.005 50 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 pp
☆Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.5 pp
☆Lindenwold Advisors, INC CIK 0001874374 0.317 110 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆LRT Capital Management, LLC CIK 0001798923 0.000 64 0.0 0.0% 0 -0.7 pp -1.0 pp -1.4 pp -0.4 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆State of Wyoming CIK 0001821626 0.105 1872 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆11 Capital Partners LP CIK 0001801172 0.274 20 0.0 0.0% 0 +0.0 pp -1.1 pp -3.5 pp -3.2 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 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
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SCALAR GAUGE MANAGEMENT, LLC CIK 0001965542 0.041 26 0.0 0.0% 0 +0.0 pp -2.6 pp +0.0 pp +0.0 pp
☆Value Aligned Research Advisors, LLC CIK 0001963565 0.606 59 0.0 0.0% 0 +0.0 pp -0.1 pp -1.5 pp -1.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 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
☆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
☆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
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆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
☆New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 -0.0 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
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AZZAD ASSET MANAGEMENT INC /ADV CIK 0001121914 0.222 351 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.2 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
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Covey Capital Advisors, LLC CIK 0001568891 0.335 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Formuepleje A/S CIK 1801212 0.374 96 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Zimmer Partners, LP CIK 0001565854 0.202 112 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.2 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 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 AAON). Qtrs Held counts distinct quarters this fund has actually held AAON (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AAON position size. Δ columns are the percentage-point change in AAON'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