Signals

AAP

505 in-universe funds with a nonzero position in AAP 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

DateTypeWhat happened
2026-09-18 Insider OKelly Shane M (Director, President and CEO) disposed via tax withholding ($486,644)
2026-08-20 8-K Item(s) 2.02, 9.01
2026-06-26 8-K Item(s) 5.02, 9.01
2026-05-22 8-K Item(s) 5.07, 9.01
2026-05-21 8-K Item(s) 2.02, 9.01
2026-03-10 8-K Item(s) 5.02, 7.01, 9.01
2026-02-13 8-K Item(s) 2.02, 9.01
2026-01-13 8-K Item(s) 5.02, 7.01, 9.01
2025-10-30 8-K Item(s) 5.02, 9.01
2025-10-30 8-K Item(s) 2.02, 9.01
2025-08-14 8-K Item(s) 1.01, 2.02
2023-03-06 Ownership Dilution filing by ADVANCE AUTO PARTS INC (424B5)
2022-03-01 Ownership Dilution filing by ADVANCE AUTO PARTS INC (424B5)
2020-09-22 Ownership Dilution filing by ADVANCE AUTO PARTS INC (424B5)

Flow ranking

Rank#131
Score / z1.700 / 2.03
Consensus140.13 over 244 funds
Momentum-0.07 ≠

Price & positioning

249 cached closes, trailing year
Drawdown-5%
Short interest-4% / 6.6d

Forensics

Clean as of 2026Q2
Accrual ratio-0.018
F-score7
M-score-2.84
Net issuance-100.0%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-18 OKelly Shane M F $486,644

8-K events

Negative / total0 / 2
FiledFormItems
2026-08-20 8-K 2.02, 9.01
2026-06-26 8-K 5.02, 9.01
2026-05-22 8-K 5.07, 9.01
2026-05-21 8-K 2.02, 9.01
2026-03-10 8-K 5.02, 7.01, 9.01
2026-02-13 8-K 2.02, 9.01
2026-01-13 8-K 5.02, 7.01, 9.01
2025-10-30 8-K 5.02, 9.01
2025-10-30 8-K 2.02, 9.01
2025-08-14 8-K 1.01, 2.02
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2023-03-06 424B5 ADVANCE AUTO PARTS INC
2022-03-01 424B5 ADVANCE AUTO PARTS INC
2020-09-22 424B5 ADVANCE AUTO PARTS INC

LLM reads

Ticker EvalImproving
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 581.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 273.1 0.8% 5 +0.1 pp +0.3 pp +0.0 pp +0.1 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 232.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 190.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 186.8 0.3% 5 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 169.2 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 4261 158.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Maple Rock Capital Partners Inc. CIK 0001658363 0.428 51 150.6 3.0% 5 +0.7 pp +1.2 pp +0.6 pp +2.6 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 138.7 0.4% 5 -0.1 pp +0.0 pp -0.2 pp -0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 130.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 97.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
H PARTNERS MANAGEMENT, LLC CIK 0001364412 0.897 2 87.1 45.5% 4 -0.8 pp +23.1 pp +34.7 pp +45.5 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 82.8 0.7% 5 +0.0 pp +0.1 pp -0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 72.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 71.5 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 62.9 0.0% 7 +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 59.6 0.0% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
COOPER CREEK PARTNERS MANAGEMENT LLC CIK 0001512162 0.071 87 56.5 2.4% 5 -1.3 pp -1.2 pp -1.6 pp -0.3 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 51.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 47.0 0.4% 5 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 44.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 42.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 39.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Estuary Capital Management LP CIK 0001965005 0.035 21 38.2 6.5% 2 +0.5 pp +6.5 pp +0.8 pp -2.8 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 33.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.224 95 33.3 1.7% 4 +0.9 pp +1.3 pp +1.4 pp +1.7 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 32.4 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 29.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkwood LLC CIK 0001597823 0.291 71 29.8 2.1% 5 +0.4 pp +0.5 pp -0.2 pp +0.6 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 28.9 0.8% 3 -0.2 pp +0.2 pp +0.8 pp +0.8 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 26.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 25.6 0.7% 5 +0.1 pp +0.2 pp -0.1 pp +0.1 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 25.0 0.3% 5 -0.0 pp -0.1 pp -0.3 pp -0.2 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 24.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rivermont Capital Management LP CIK 0001965613 0.110 20 21.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Hook Mill Capital Partners, LP CIK 0001943395 0.163 37 20.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 20.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 19.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 19.2 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 18.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 17.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 17.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 16.5 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 16.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 15.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Fund 1 Investments, LLC CIK 0001959730 0.078 45 13.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 12.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 12.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Great Hill Capital LLC CIK 0002096165 0.494 29 11.8 5.7% 3 -0.2 pp +2.3 pp +5.7 pp +5.7 pp
Nuveen, LLC CIK 0001871926 0.966 3735 11.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Interval Partners, LP CIK 0001590228 0.033 216 11.2 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
Elgethun Capital Management CIK 0001638022 0.537 174 11.0 1.5% 5 +0.0 pp +0.4 pp -0.3 pp -0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 10.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Solas Capital Management, LLC CIK 0001604867 0.484 21 10.5 5.6% 5 +0.5 pp +1.3 pp +0.1 pp +0.1 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 10.5 0.3% 6 +0.1 pp +0.3 pp +0.2 pp +0.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 9.8 0.0% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 9.7 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.7 0.0% 5 +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 8.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 8.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 7.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Swiss National Bank CIK 0001582202 0.961 2301 7.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cygnus Capital Advisors, LLC CIK 0002114319 0.011 74 7.2 4.9% 2 +0.3 pp +4.9 pp +4.9 pp +4.9 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 6.7 0.1% 5 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
Tabor Asset Management, LP CIK 0001834780 0.069 46 5.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savoir Faire Capital Management, L.P. CIK 0001710593 0.239 43 4.6 2.9% 5 -0.5 pp -1.0 pp -2.1 pp -1.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 4.2 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 4.2 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 4.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 4.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 4.1 0.0% 4 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 4.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 4.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 4.0 0.9% 4 +0.1 pp +0.6 pp +0.4 pp +0.9 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3.9 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 3.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAC Alpha Capital Management, LP CIK 0002111003 0.531 21 3.5 1.6% 2 +0.9 pp +1.6 pp +1.6 pp +1.6 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 3.5 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 3.4 0.1% 1 +0.1 pp -0.0 pp +0.0 pp -0.1 pp
Phocas Financial Corp. CIK 0001356783 0.164 153 3.2 0.4% 6 -0.0 pp +0.1 pp -0.1 pp -0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFJ INVESTMENT GROUP, LLC CIK 0001862664 0.180 208 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 2.8 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 2.7 0.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
HUSSMAN STRATEGIC ADVISORS, INC. CIK 0001179475 0.008 231 2.6 0.6% 3 +0.1 pp +0.4 pp +0.6 pp +0.6 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 2.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 2.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 2.2 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADVISORY RESEARCH INC CIK 0000902584 0.478 136 2.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 2.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 2.1 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 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 2.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.9 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEAK6 LLC CIK 0001389958 0.149 850 1.8 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.8 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 1.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 1.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Tweedy, Browne Co LLC CIK 0000732905 0.823 91 1.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATAURO, LLC CIK 0002052964 0.684 158 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.6 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 1.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 1.5 0.8% 1 +0.8 pp +0.8 pp -1.4 pp -1.1 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.5 0.0% 2 -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 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Parrish Capital LLC CIK 0002131053 0.104 87 1.2 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.1 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 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 1.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 1.0 0.0% 2 +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 0.9 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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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
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 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
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 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
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BEACONLIGHT CAPITAL, LLC CIK 0001569537 0.032 31 0.0 0.0% 0 +0.0 pp -0.3 pp -4.1 pp -2.2 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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
SIG BROKERAGE, LP CIK 1094429 0.013 305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.4 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
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 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
Arista Wealth Management, LLC CIK 0001964758 0.708 266 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Anomaly Capital Management, LP CIK 0001817534 0.473 24 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Fluent Financial, LLC CIK 0001722283 0.050 57 0.0 0.0% 0 -0.8 pp -2.4 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
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. CIK 0001672142 0.000 157 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Dorsal Capital Management, LP CIK 0001547007 0.696 22 0.0 0.0% 0 -1.5 pp -1.0 pp -1.2 pp -0.9 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 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
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Goodman Financial Corp CIK 0001382303 0.242 73 0.0 0.0% 0 -1.1 pp -0.9 pp -2.7 pp -3.1 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
Limestone Investment Advisors LP CIK 0002075597 0.017 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 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 AAP). Qtrs Held counts distinct quarters this fund has actually held AAP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AAP position size. Δ columns are the percentage-point change in AAP'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