Signals

← Signals

☆ACN

2442 in-universe funds with a nonzero position in ACN within the trailing 4 quarters, as of 2025Q3

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

DateTypeWhat happened
2026-07-10 8-K Item(s) 8.01, 9.01
2026-07-10 Ownership Dilution filing by Accenture plc (424B5)
2026-07-08 Ownership Dilution filing by Accenture plc (424B5)
2026-06-23 8-K Item(s) 7.01, 9.01
2026-06-18 8-K Item(s) 2.02, 9.01
2026-04-24 8-K Item(s) 1.01, 1.02, 2.03, 9.01 -- negative
2026-03-19 8-K Item(s) 2.02, 9.01
2026-01-28 8-K Item(s) 5.02, 5.07, 9.01
2025-12-18 8-K Item(s) 2.02, 9.01
2025-09-25 8-K Item(s) 2.02, 9.01
2025-07-17 8-K Item(s) 5.02
2025-06-20 8-K Item(s) 5.02, 8.01, 9.01
2024-10-03 Ownership Dilution filing by Accenture plc (424B5)
2024-10-01 Ownership Dilution filing by Accenture plc (424B5)

Flow ranking

Rank#24247
Score / z-0.336 / -0.50
Consensus563.61 over 1155 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 1
FiledFormItems
2026-07-10 8-K 8.01, 9.01
2026-06-23 8-K 7.01, 9.01
2026-06-18 8-K 2.02, 9.01
2026-04-24 8-K 1.01, 1.02, 2.03, 9.01
2026-03-19 8-K 2.02, 9.01
2026-01-28 8-K 5.02, 5.07, 9.01
2025-12-18 8-K 2.02, 9.01
2025-09-25 8-K 2.02, 9.01
2025-07-17 8-K/A 5.02
2025-06-20 8-K 5.02, 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 2
FiledFormFiler
2026-07-10 424B5 Accenture plc
2026-07-08 424B5 Accenture plc
2024-10-03 424B5 Accenture plc
2024-10-01 424B5 Accenture plc

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
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 16,082.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 13,562.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 6,938.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital International Investors CIK 0001562230 0.968 446 4,223.8 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 3,549.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 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 2,967.2 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 2,583.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 2,502.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Sanders Capital, LLC CIK 0001508097 0.970 47 2,371.1 2.9% 2 -0.6 pp +2.9 pp +2.9 pp +2.9 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,823.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1,738.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 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 1,595.1 0.1% 3 -0.0 pp -0.1 pp +0.1 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 1,492.7 0.1% 2 -0.0 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 1,475.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 1,400.0 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1,314.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1,272.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,236.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1,221.1 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,076.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 949.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 947.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 910.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 892.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 827.1 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 762.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIL Ltd CIK 0000318989 0.878 1140 724.3 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 717.9 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Amundi CIK 0001330387 0.000 1 705.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 690.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 671.9 0.2% 4 -0.1 pp -0.2 pp -0.3 pp +0.2 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 671.8 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 621.7 2.4% 2 -0.5 pp +2.4 pp +2.4 pp +2.4 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 607.1 2.0% 2 -0.7 pp +2.0 pp +2.0 pp +2.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 566.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 511.4 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 503.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 485.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Swedbank AB CIK 0000946431 0.941 696 473.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 452.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 442.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 427.6 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆GENERATION INVESTMENT MANAGEMENT LLP CIK 0001375534 0.938 28 424.8 2.8% 2 -0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 417.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 411.3 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 396.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 396.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PROVIDENT TRUST CO CIK 0001140436 0.971 22 394.6 6.6% 2 -2.1 pp +6.6 pp +6.6 pp +6.6 pp
☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 376.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 345.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆National Pension Service CIK 0001608046 0.956 552 331.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 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 312.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 311.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 308.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Findlay Park Partners LLP CIK 0001351950 0.605 49 286.4 3.0% 2 -0.6 pp +3.0 pp +3.0 pp +3.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 274.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 273.4 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 273.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 272.7 1.1% 2 -0.6 pp +1.1 pp +1.1 pp +1.1 pp
☆WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST CIK 0001026720 0.963 20 271.3 3.0% 2 -0.8 pp +3.0 pp +3.0 pp +3.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 270.6 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital World Investors CIK 0001422849 0.974 637 268.6 0.0% 1 +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 261.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 261.6 1.1% 2 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 253.5 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 253.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 248.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 243.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 242.0 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆M&G Plc CIK 0001802539 0.820 370 241.3 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 239.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 233.8 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 231.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Navera Investment Management Ltd. CIK 0001842702 0.766 56 230.4 4.4% 2 -0.7 pp +4.4 pp +4.4 pp +4.4 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 227.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 215.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 208.1 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 205.7 0.2% 3 -0.0 pp -0.3 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 204.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 202.1 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Man Group plc CIK 0001637460 0.631 2032 196.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 188.5 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 186.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 185.1 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 182.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mirova US LLC CIK 0001802900 0.862 45 182.6 1.8% 2 -0.5 pp +1.8 pp +1.8 pp +1.8 pp
☆GUARDCAP ASSET MANAGEMENT Ltd CIK 0001732008 0.883 18 176.7 4.1% 2 -0.6 pp +4.1 pp +4.1 pp +4.1 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 176.4 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 175.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 171.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 170.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 167.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 156.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alecta Tjanstepension Omsesidigt CIK 0001484429 0.889 91 155.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 153.4 1.5% 4 -0.9 pp -1.2 pp -1.4 pp +1.5 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 152.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CINCINNATI INSURANCE CO CIK 0001279885 0.842 64 151.8 2.4% 2 -0.7 pp +2.4 pp +2.4 pp +2.4 pp
☆AVIVA PLC CIK 0001140022 0.925 854 149.9 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 146.5 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 144.7 0.0% 2 -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 139.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 136.9 0.4% 4 -0.1 pp -0.2 pp -0.3 pp +0.4 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 134.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 132.1 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 129.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.850 661 129.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 127.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LGT Group Foundation CIK 0001911278 0.801 284 127.2 1.5% 2 -0.6 pp +1.5 pp +1.5 pp +1.5 pp
☆Aristotle Capital Management, LLC CIK 0000860644 0.898 212 122.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 121.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 119.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 118.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 117.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 117.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mawer Investment Management Ltd. CIK 0001538449 0.794 142 117.1 0.6% 2 -0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆HARDING LOEVNER LP CIK 0000928196 0.802 82 116.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 115.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 113.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 113.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 113.3 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆Boston Trust Walden Corp CIK 0001534866 0.672 396 113.1 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 111.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 110.4 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 107.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 106.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COMGEST GLOBAL INVESTORS S.A.S. CIK 0001574947 0.834 55 104.7 1.9% 2 -2.6 pp +1.9 pp +1.9 pp +1.9 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 103.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Tandem Investment Advisors, Inc. CIK 0001694284 0.539 68 101.9 3.5% 2 -0.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 101.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 100.7 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northern Financial Advisors Inc CIK 0001962457 0.211 100 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Fieldview Capital Management, LLC CIK 0002040221 0.000 507 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆KANE INVESTMENT MANAGEMENT, INC. CIK 0002056671 0.407 100 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cumberland Partners Ltd CIK 0001578985 0.443 153 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 0.294 102 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SRN Advisors, LLC CIK 0001872370 0.066 98 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANTAGE WEALTH CIK 0001569174 0.613 30 0.0 0.0% 0 -4.2 pp +0.0 pp +0.0 pp +0.0 pp
☆ROGCO, LP CIK 0001998892 0.631 224 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARS Investment Partners, LLC CIK 0000733020 0.452 181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Athena Investment Management CIK 0001921093 0.240 132 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆COOPER INVESTORS PTY LTD CIK 0001561728 0.068 39 0.0 0.0% 0 -1.7 pp -2.2 pp -2.4 pp +0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. CIK 0002011081 0.204 43 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Buckley Wealth Management, LLC CIK 0001730126 0.502 104 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Bank CIK 0002001155 0.178 130 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆WILLNER & HELLER, LLC CIK 0001927796 0.169 165 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barbara Oil Co. CIK 0001599670 0.337 73 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Jacobsen Capital Management CIK 0001782491 0.692 126 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.279 227 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PARK CIRCLE Co CIK 0001546592 0.488 49 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Carbahal Olsen Financial Services Group, LLC CIK 0002052538 0.783 40 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Solidarity Wealth, LLC CIK 0001906613 0.451 92 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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
☆CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LUTS & GREENLEIGH GROUP, INC. CIK 0001967844 0.302 105 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 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 ACN). Qtrs Held counts distinct quarters this fund has actually held ACN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ACN position size. Δ columns are the percentage-point change in ACN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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