Signals

← Signals

☆ADI

1890 in-universe funds with a nonzero position in ADI 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 Full insider history

DateTypeWhat happened
2026-09-22 Insider Puccio Richard C Jr (Chief Financial Officer) disposed via sale ($573,285)
2026-09-18 Insider ROCHE VINCENT (Chair & CEO) disposed via G

Flow ranking

Rank#23620
Score / z-0.053 / -0.04
Consensus592.93 over 1168 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest+5% / 3.1d

Forensics

Issuance as of 2026Q3
Accrual ratio-0.005
F-score—
M-score—
Net issuance30.1%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-22 Puccio Richard C Jr 10b5-1 S $573,285
2026-09-18 ROCHE VINCENT G —

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
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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 12,380.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 10,538.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 5,749.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 5,446.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 2,917.8 0.2% 2 -0.0 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 2,519.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,142.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 2,072.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,653.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 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 1,620.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1,528.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Amundi CIK 0001330387 0.000 1 1,507.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,442.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 1,356.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,308.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,186.7 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1,165.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 976.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 948.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Swedbank AB CIK 0000946431 0.941 696 888.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 858.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 805.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 791.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 782.3 0.7% 3 +0.0 pp +0.3 pp +0.7 pp +0.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 725.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 715.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 691.4 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 689.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 678.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 633.6 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 629.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 593.0 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 592.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 578.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 555.9 0.2% 4 -0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆CANTILLON CAPITAL MANAGEMENT LLC CIK 0001279936 0.470 27 528.9 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆First Eagle Investment Management, LLC CIK 0001325447 0.890 425 498.9 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Capital International Investors CIK 0001562230 0.968 446 494.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Pacific Advisors, LP CIK 0001377581 0.846 74 490.2 6.8% 2 -0.3 pp +6.8 pp +6.8 pp +6.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 449.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 433.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 423.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 372.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 351.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 350.3 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆National Pension Service CIK 0001608046 0.956 552 331.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 328.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GENERATION INVESTMENT MANAGEMENT LLP CIK 0001375534 0.938 28 323.5 2.1% 2 -1.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Alecta Tjanstepension Omsesidigt CIK 0001484429 0.889 91 320.8 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 319.3 1.8% 2 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 317.8 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 315.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 313.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 295.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 295.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 286.9 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 283.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 283.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 279.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 272.1 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 257.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 243.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 239.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 238.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆TIMUCUAN ASSET MANAGEMENT INC/FL CIK 0001034541 0.882 27 230.3 6.7% 2 +0.2 pp +6.7 pp +6.7 pp +6.7 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 230.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PineStone Asset Management Inc. CIK 0001904893 0.920 44 227.3 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 224.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 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 222.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 216.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 206.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 201.8 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 194.8 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 194.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 193.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 185.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 175.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 168.5 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆AVIVA PLC CIK 0001140022 0.925 854 160.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆COMGEST GLOBAL INVESTORS S.A.S. CIK 0001574947 0.834 55 159.2 2.8% 2 +0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Canoe Financial LP CIK 0001908219 0.716 110 158.3 2.3% 2 -0.5 pp +2.3 pp +2.3 pp +2.3 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 155.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 155.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 151.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 150.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 150.8 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 146.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Man Group plc CIK 0001637460 0.631 2032 142.9 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 142.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Winslow Capital Management, LLC CIK 0000900973 0.757 66 142.6 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 139.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 139.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CINCINNATI INSURANCE CO CIK 0001279885 0.842 64 138.7 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 135.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 135.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 135.7 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 135.4 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 134.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 132.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 131.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 127.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 123.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 121.9 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 116.4 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 115.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OAKTOP CAPITAL MANAGEMENT II, L.P. CIK 0001550660 0.956 14 114.5 10.4% 2 -1.6 pp +10.4 pp +10.4 pp +10.4 pp
☆Boston Partners CIK 0001386060 0.833 802 114.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 112.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 112.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 111.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CINCINNATI FINANCIAL CORP (CINF) CIK 0000020286 0.828 56 109.6 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 109.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 106.1 0.8% 2 -0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 105.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 105.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 103.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 103.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 103.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 102.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 99.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Altshuler Shaham Ltd CIK 0001324290 0.550 464 99.7 1.6% 2 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 96.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 95.5 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 94.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 93.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 93.0 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 91.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 91.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 90.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTRAL SECURITIES CORP (CET) CIK 0000018748 0.767 29 88.5 7.3% 2 -0.5 pp +7.3 pp +7.3 pp +7.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 85.1 0.3% 3 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 85.1 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 83.8 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 83.2 1.6% 2 +0.5 pp +1.6 pp +1.6 pp +1.6 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 83.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 81.3 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
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☆Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 -0.2 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
☆Garde Capital, Inc. CIK 0001616328 0.622 224 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 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆SORA INVESTORS LLC CIK 0001894532 0.034 76 0.0 0.0% 0 -4.2 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 +0.0 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
☆Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 0.0 0.0% 0 -0.1 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 ADI). Qtrs Held counts distinct quarters this fund has actually held ADI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ADI position size. Δ columns are the percentage-point change in ADI'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