Signals

← Signals

☆ADP

137 in-universe funds with a nonzero position in ADP within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#10953
Score / z-0.065 / -0.46
Consensus48.37 over 96 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+3% / 3.1d

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

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)
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Fund Positions
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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 ▾
☆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 3,403.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 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 1,845.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 884.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 813.9 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 504.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 484.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 360.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 263.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Local Pensions Partnership Investment Ltd CIK 0001698810 0.884 32 220.3 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆CAPITAL COUNSEL LLC/NY CIK 0001114928 0.927 58 208.7 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 205.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 99.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 76.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 76.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 66.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 61.9 2.7% 2 +0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 52.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 43.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 40.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 37.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 35.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Formuepleje A/S CIK 1801212 0.374 96 34.0 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 33.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆STRS OHIO CIK 0000820478 0.777 2154 28.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 23.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 22.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 20.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 16.8 5.0% 2 +0.6 pp +5.0 pp +5.0 pp +5.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 15.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 14.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 12.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 11.8 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 10.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 6.2 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GHE, LLC CIK 0001910179 0.736 57 5.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ANB BANK CIK 0002067126 0.446 127 3.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.677 616 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 2.7 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 2.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 2.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Greenfield Seitz Capital Management, LLC CIK 0002097528 0.356 107 1.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 1.8 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 1.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Harold Davidson & Associates Inc. CIK 0001430022 0.496 59 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers National Bank CIK 0001632966 0.440 180 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆111 Capital CIK 0002060412 0.025 488 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SL ADVISORS, LLC CIK 0001680365 0.506 32 0.7 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆UNITED BANK CIK 0001286478 0.652 130 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Papamarkou Wellner Asset Management inc. CIK 0002063952 0.431 75 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Berkeley, Inc CIK 0002051965 0.447 86 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 1 +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% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 -0.3 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 ADP). Qtrs Held counts distinct quarters this fund has actually held ADP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ADP position size. Δ columns are the percentage-point change in ADP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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