Signals

ADC

526 in-universe funds with a nonzero position in ADC within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1738
Score / z0.000 / -0.01
Consensus164.88 over 288 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2026Q2
Accrual ratio
F-score
M-score
Net issuance

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-16 RAKOLTA JOHN JR P $1,375,600
2026-09-16 Agree Joey P $500,922

8-K events

Negative / total0 / 2
FiledFormItems
2026-07-30 8-K 2.02, 9.01
2026-07-02 8-K 8.01
2026-05-14 8-K 5.07, 9.01
2026-04-24 8-K 8.01, 9.01
2026-04-21 8-K 2.02, 9.01
2026-04-02 8-K 8.01
2026-02-26 8-K 7.01, 9.01
2026-02-10 8-K 2.02, 9.01
2026-01-05 8-K 7.01, 8.01, 9.01
2025-11-18 8-K 1.01, 2.03, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 3
FiledFormFiler
2026-09-18 424B5 AGREE REALTY CORP
2026-09-17 424B5 AGREE REALTY CORP
2026-04-24 424B5 AGREE REALTY CORP
2025-05-16 424B5 AGREE REALTY CORP
2025-05-14 424B5 AGREE REALTY CORP
2025-04-25 424B5 AGREE REALTY CORP
2025-04-23 424B5 AGREE REALTY CORP
2024-10-28 424B5 AGREE REALTY CORP
2024-10-25 424B5 AGREE REALTY CORP
2024-10-24 424B5 AGREE REALTY CORP
Showing the 10 most recent.

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 1,209.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,133.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 425.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 309.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
CENTERSQUARE INVESTMENT MANAGEMENT LLC CIK 0001725296 0.917 80 237.6 2.3% 3 +0.3 pp +0.2 pp +2.3 pp +2.3 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 204.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 180.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 162.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 156.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 140.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 129.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 121.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 121.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 116.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 103.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 94.2 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 91.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 90.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 87.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 85.2 1.0% 3 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 80.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 71.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 69.0 0.8% 3 +0.1 pp +0.6 pp +0.8 pp +0.8 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 68.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 66.9 0.0% 3 -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 66.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 59.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 58.1 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
CINCINNATI INSURANCE CO CIK 0001279885 0.842 64 56.9 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 56.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 52.4 0.0% 3 +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 51.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 51.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC CIK 0001085601 0.755 44 48.6 1.9% 3 +0.2 pp +1.3 pp +1.9 pp +1.9 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 45.8 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 45.6 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 45.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 43.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 42.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 36.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 33.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 32.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Adelante Capital Management LLC CIK 0001067926 0.754 42 31.6 2.1% 3 +0.0 pp -0.2 pp +2.1 pp +2.1 pp
Leeward Investments, LLC - MA CIK 0001923173 0.390 140 29.2 1.5% 3 -0.0 pp -0.2 pp +1.5 pp +1.5 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 28.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 27.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 26.3 0.1% 3 +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 25.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HEITMAN REAL ESTATE SECURITIES LLC CIK 0001080117 0.456 57 25.4 1.8% 3 +1.4 pp -0.1 pp +1.8 pp +1.8 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 25.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 24.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 0001085936 0.494 243 23.5 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 23.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 23.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 23.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 22.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 22.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management US Inc. CIK 0001323255 0.969 61 21.8 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 21.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sophron Capital Management L.P. CIK 0002027142 0.113 43 21.7 7.0% 3 +0.0 pp -0.9 pp +7.0 pp +7.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 21.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 21.6 0.7% 3 +0.2 pp +0.1 pp +0.7 pp +0.7 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 21.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Apollo Management Holdings, L.P. CIK 0001449434 0.789 83 21.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 21.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 19.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LMR Partners LLP CIK 0001578621 0.225 1167 18.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STRS OHIO CIK 0000820478 0.777 2154 16.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Aristotle Capital Boston, LLC CIK 0001633911 0.326 119 16.0 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 15.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 15.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 15.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 15.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 14.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 14.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 12.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hazelview Securities Inc. CIK 0001705265 0.333 83 12.6 2.4% 3 -0.7 pp -1.4 pp +2.4 pp +2.4 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 12.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 12.4 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 12.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 12.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 11.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 11.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 10.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 10.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 10.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 10.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 9.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 9.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 9.2 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
Uniplan Investment Counsel, Inc. CIK 0001520710 0.368 175 9.0 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 8.9 0.0% 3 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 8.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 7.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Phocas Financial Corp. CIK 0001356783 0.164 153 7.3 1.0% 4 +0.0 pp -0.1 pp -0.2 pp +1.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 7.1 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 6.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 6.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 6.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 6.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 5.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 5.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 5.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 4.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 4.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 4.4 0.0% 3 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vision Capital Corp CIK 0001764403 0.187 13 3.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 3.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 3.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 3.7 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 3.6 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 3.5 0.0% 3 +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 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 3.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 3.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 2.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Community Bank of Raymore CIK 0001599923 0.387 76 2.9 1.9% 3 -0.0 pp -0.0 pp +1.9 pp +1.9 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Presima Securities ULC CIK 0001399360 0.000 0 2.8 1.6% 3 +0.8 pp +1.0 pp +1.6 pp +1.6 pp
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Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 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
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
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 -0.1 pp -0.1 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
ANB BANK CIK 0002067126 0.446 127 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Carmel Capital Partners, LLC CIK 0001900481 0.216 134 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CARDEROCK CAPITAL MANAGEMENT INC CIK 0001168889 0.311 67 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 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
Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Machina Capital S.A.S. CIK 0001744373 0.008 368 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 -0.0 pp -0.0 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
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Burkehill Global Management, LP CIK 0001904549 0.000 173 0.0 0.0% 0 -1.0 pp -3.0 pp +0.0 pp +0.0 pp
Zimmer Partners, LP CIK 0001565854 0.202 112 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GSI Capital Advisors LLC CIK 0001391974 0.275 29 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&G Plc CIK 0001802539 0.820 370 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
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
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 0.0 0.0% 0 -0.4 pp -0.6 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
Resolution Capital Ltd CIK 0001612389 0.895 39 0.0 0.0% 0 -0.6 pp -0.5 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
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFM Investors Pty Ltd CIK 0001698246 0.822 641 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestcor Inc CIK 0001536925 0.400 1189 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 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 ADC). Qtrs Held counts distinct quarters this fund has actually held ADC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ADC position size. Δ columns are the percentage-point change in ADC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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