Signals

ADUS

397 in-universe funds with a nonzero position in ADUS 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
2026-09-14 8-K Item(s) 1.01, 7.01, 9.01
2026-08-13 8-K Item(s) 5.02, 7.01, 9.01
2026-08-03 8-K Item(s) 2.02, 7.01, 9.01
2026-06-10 8-K Item(s) 5.07
2026-05-04 8-K Item(s) 2.02, 7.01, 9.01
2026-02-23 8-K Item(s) 2.02, 7.01, 9.01
2025-11-03 8-K Item(s) 2.02, 7.01, 9.01
2025-08-27 8-K Item(s) 9.01
2025-08-07 8-K Item(s) 5.02, 7.01, 9.01
2025-08-04 8-K Item(s) 2.02, 7.01, 9.01
2024-06-28 Ownership Dilution filing by Addus HomeCare Corp (424B5)
2024-06-26 Ownership Dilution filing by Addus HomeCare Corp (424B5)
2019-09-05 Ownership Dilution filing by Addus HomeCare Corp (424B5)
2017-01-05 Ownership Dilution filing by Addus HomeCare Corp (S-3/A)
2016-12-08 Ownership Dilution filing by Addus HomeCare Corp (S-3)
2013-11-27 Ownership Dilution filing by Addus HomeCare Corp (S-3/A)
2013-11-07 Ownership Dilution filing by Addus HomeCare Corp (S-3)
2010-08-10 Ownership Dilution filing by Addus HomeCare Corp (D)

Flow ranking

Rank#1856
Score / z0.000 / -0.02
Consensus119.52 over 196 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 / 3
FiledFormItems
2026-09-14 8-K 1.01, 7.01, 9.01
2026-08-13 8-K 5.02, 7.01, 9.01
2026-08-03 8-K 2.02, 7.01, 9.01
2026-06-10 8-K 5.07
2026-05-04 8-K 2.02, 7.01, 9.01
2026-02-23 8-K 2.02, 7.01, 9.01
2025-11-03 8-K 2.02, 7.01, 9.01
2025-08-27 8-K/A 9.01
2025-08-07 8-K 5.02, 7.01, 9.01
2025-08-04 8-K 2.02, 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2024-06-28 424B5 Addus HomeCare Corp
2024-06-26 424B5 Addus HomeCare Corp
2019-09-05 424B5 Addus HomeCare Corp
2017-01-05 S-3/A Addus HomeCare Corp
2016-12-08 S-3 Addus HomeCare Corp
2013-11-27 S-3/A Addus HomeCare Corp
2013-11-07 S-3 Addus HomeCare Corp
2010-08-10 D Addus HomeCare Corp

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 344.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 139.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 83.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 79.3 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 78.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 69.4 0.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
WASATCH ADVISORS LP CIK 0000814133 0.571 219 68.4 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 56.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 51.8 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 41.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 39.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 39.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 37.0 0.0% 5 -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 35.5 0.0% 6 +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 34.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 31.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 31.5 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 26.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.304 543 26.5 0.5% 5 -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 25.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 25.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 24.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 22.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 21.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 0001238990 0.383 164 20.9 1.0% 5 -0.0 pp -0.1 pp +0.1 pp +0.2 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 17.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tributary Capital Management, LLC CIK 0001441888 0.323 135 17.5 1.4% 5 -0.2 pp -0.5 pp -0.8 pp -0.5 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 14.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 12.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leeward Investments, LLC - MA CIK 0001923173 0.390 140 11.9 0.5% 5 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 11.4 0.0% 2 +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 11.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 10.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 10.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Nuveen, LLC CIK 0001871926 0.966 3735 9.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 9.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 9.0 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Bridge City Capital, LLC CIK 0001713521 0.134 114 8.6 2.0% 5 -0.0 pp +1.0 pp +0.8 pp +0.8 pp
Summit Creek Advisors LLC CIK 0001333709 0.134 64 8.6 2.9% 5 -0.2 pp -0.1 pp -0.3 pp -0.3 pp
RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 8.5 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
APIS CAPITAL ADVISORS, LLC CIK 0001386892 0.193 60 8.4 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 7.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 6.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 6.0 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 5.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEAN INVESTMENT ASSOCIATES, LLC CIK 0000846797 0.113 193 5.4 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PARADIGM CAPITAL MANAGEMENT INC/NY CIK 0001037792 0.794 115 5.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 4.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 4.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 4.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RICE HALL JAMES & ASSOCIATES, LLC CIK 0001230765 0.367 240 4.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 3.9 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 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dean Capital Management CIK 0001455468 0.041 112 3.9 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
Swiss National Bank CIK 0001582202 0.961 2301 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEIZERT CAPITAL PARTNERS, LLC CIK 0001134283 0.413 181 3.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3.5 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 3.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 3.4 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 3.0 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 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legato Capital Management LLC CIK 0001442641 0.058 678 2.9 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CLARK ESTATES INC/NY CIK 0001056466 0.278 90 2.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 2.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Penn Capital Management Company, LLC CIK 0001158202 0.097 185 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 2.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 2.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.3 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 2.3 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 2.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2.1 0.0% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 1.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
PenderFund Capital Management Ltd. CIK 0001706164 0.245 231 1.9 0.2% 5 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aurora Investment Counsel CIK 0001316397 0.033 113 1.8 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GLOBEFLEX CAPITAL L P CIK 0000921531 0.114 394 1.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 1.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 1.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 1.4 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
AZZAD ASSET MANAGEMENT INC /ADV CIK 0001121914 0.222 351 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 1.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.9 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.9 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 0.9 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 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.9 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 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Numerai GP LLC CIK 0001668527 0.018 710 0.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.7 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Inspire Investing, LLC CIK 0001670139 0.034 1266 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Smith Group Asset Management, LLC CIK 0001893134 0.543 166 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Cynosure Group, LLC CIK 0001763409 0.331 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 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
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pier Capital, LLC CIK 0001310051 0.081 129 0.0 0.0% 0 -0.9 pp -1.0 pp -1.1 pp -1.1 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 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
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp -0.1 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
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
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.3 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
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 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
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
DEERFIELD MANAGEMENT COMPANY, L.P. CIK 0001009258 0.810 82 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 -0.1 pp
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 0.253 292 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
BAILARD, INC. CIK 0000750641 0.577 763 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
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
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BURNEY CO/ CIK 0000940445 0.713 605 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
VISTA FINANCE, LLC CIK 0001893809 0.382 69 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 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
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
QSV Equity Investors LLC CIK 0002011250 0.056 89 0.0 0.0% 0 +0.0 pp -1.2 pp -1.3 pp -1.3 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 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
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ADVISORY RESEARCH INC CIK 0000902584 0.478 136 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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
Petrus Trust Company, LTA CIK 0001473429 0.705 27 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 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 ADUS). Qtrs Held counts distinct quarters this fund has actually held ADUS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ADUS position size. Δ columns are the percentage-point change in ADUS'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