Signals

AEE

1053 in-universe funds with a nonzero position in AEE within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1942
Score / z0.000 / -0.02
Consensus355.99 over 647 funds
Momentumnot computed

Price & positioning

226 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 / 6
FiledFormItems
2026-09-18 8-K 8.01, 9.01
2026-08-24 8-K 8.01, 9.01
2026-08-04 8-K 8.01, 9.01
2026-07-30 8-K 2.02, 8.01, 9.01
2026-06-29 8-K 8.01, 9.01
2026-06-26 8-K 8.01
2026-05-18 8-K 5.07
2026-05-05 8-K 2.02, 8.01, 9.01
2026-03-04 8-K 8.01, 9.01
2026-02-27 8-K 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 1
FiledFormFiler
2026-08-04 424B5 AMEREN CORP
2025-08-07 424B5 AMEREN CORP
2023-11-13 424B5 AMEREN CORP
2022-11-10 424B5 AMEREN CORP
2021-05-12 424B5 AMEREN 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 2,615.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 1,641.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 838.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 689.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 624.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 589.5 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
FMR LLC CIK 0000315066 0.989 5571 551.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 500.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 346.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 339.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 325.4 0.1% 4 +0.0 pp +0.0 pp -0.0 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 321.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 249.3 0.3% 4 +0.1 pp +0.1 pp +0.0 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 249.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 246.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 239.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 230.2 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 214.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 203.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 201.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 199.9 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 180.0 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 178.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 170.9 0.0% 1 +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 167.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 155.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 154.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 146.4 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 139.8 2.7% 4 +0.1 pp -0.5 pp +2.7 pp +2.7 pp
Soroban Capital Partners LP CIK 0001517857 0.964 23 137.2 1.0% 4 +0.0 pp -0.1 pp -0.3 pp +1.0 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 127.5 1.3% 4 -0.0 pp -0.2 pp -0.3 pp +1.3 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 126.6 0.0% 4 +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 120.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
REAVES W H & CO INC CIK 0000740913 0.781 94 117.9 2.0% 4 +0.1 pp +0.2 pp +1.0 pp +2.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 111.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 109.0 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
Amundi CIK 0001330387 0.000 1 101.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 91.4 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
Swiss National Bank CIK 0001582202 0.961 2301 87.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 81.8 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 77.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 76.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 76.5 0.1% 2 -0.0 pp +0.1 pp -0.1 pp +0.1 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 76.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 71.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOMESTEAD ADVISERS CORP CIK 0000944804 0.479 124 70.1 1.9% 3 +0.2 pp +0.1 pp +1.9 pp +1.9 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 68.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 66.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 65.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 65.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 63.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 60.2 0.4% 4 +0.1 pp +0.0 pp -0.0 pp +0.4 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 59.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Energy Income Partners, LLC CIK 0001388814 0.832 88 58.0 0.9% 4 +0.0 pp +0.3 pp +0.4 pp +0.9 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 56.8 2.0% 4 +0.2 pp +0.9 pp +0.9 pp +2.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 56.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 56.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 53.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 50.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 47.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 46.4 2.6% 4 -0.9 pp -1.4 pp -1.0 pp +2.6 pp
Yaupon Capital Management LP CIK 0001755028 0.055 110 44.3 2.2% 4 +0.1 pp +0.7 pp -0.7 pp +2.2 pp
National Pension Service CIK 0001608046 0.956 552 42.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 41.5 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 41.1 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 39.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 39.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 38.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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 38.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 38.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 36.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 35.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 35.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 34.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Aventail Capital Group, LP CIK 0001803822 0.064 155 34.2 1.7% 2 -2.2 pp +1.7 pp +1.7 pp +1.7 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 32.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magellan Asset Management Ltd CIK 0001536105 0.373 78 32.8 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 32.2 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 31.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 30.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 29.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 28.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 27.7 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 27.2 0.9% 4 +0.1 pp -0.3 pp -0.8 pp +0.9 pp
MILFORD FUNDS LTD CIK 0001775715 0.574 91 27.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 26.8 0.3% 4 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 26.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 26.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.3 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 22.2 0.6% 4 +0.2 pp +0.2 pp +0.5 pp +0.6 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 21.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 21.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 20.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRAUN STACEY ASSOCIATES INC CIK 0000872080 0.525 113 20.8 0.7% 4 +0.1 pp +0.0 pp +0.0 pp +0.7 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 20.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 20.7 0.5% 5 +0.1 pp -0.0 pp +0.1 pp -0.1 pp
Creative Planning CIK 0001540235 0.979 4196 20.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beck Bode, LLC CIK 0001790548 0.122 104 19.9 3.4% 2 +0.5 pp +3.4 pp +3.4 pp +3.4 pp
COMMERCE BANK CIK 0001009076 0.853 1332 19.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 19.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 19.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 19.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 19.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 19.0 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 18.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 18.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 17.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 17.3 0.6% 4 +0.1 pp -0.1 pp -0.2 pp +0.6 pp
Stack Financial Management, Inc CIK 0001308685 0.637 54 16.9 1.2% 4 +0.1 pp -0.1 pp -0.1 pp +1.2 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 16.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Empire Life Investments Inc. CIK 0001640951 0.544 113 16.2 1.0% 4 +0.1 pp +0.0 pp +0.0 pp +1.0 pp
ADAMS DIVERSIFIED EQUITY FUND, INC. (ADX) CIK 0000002230 0.528 103 16.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 15.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 15.5 0.1% 4 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 15.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 15.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 15.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 15.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 14.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 14.6 1.4% 4 +0.8 pp +0.5 pp +0.4 pp +1.4 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 14.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 14.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 14.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 14.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 13.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 13.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 13.3 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
Greenland Capital Management LP CIK 0001896430 0.029 237 13.3 2.7% 2 +2.0 pp +2.7 pp +1.1 pp +2.7 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 12.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 12.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 12.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 12.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 12.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 11.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 10.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 10.5 0.0% 4 +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 10.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 10.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 10.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 10.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFM Investors Pty Ltd CIK 0001698246 0.822 641 9.9 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 9.7 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 9.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 9.6 0.0% 4 -0.1 pp -0.2 pp -0.1 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 9.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Sankala Group LLC CIK 0002113426 0.123 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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LongView Wealth Management CIK 0001990190 0.308 227 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
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Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 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
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
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Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Zimmer Partners, LP CIK 0001565854 0.202 112 0.0 0.0% 0 -1.9 pp -1.9 pp -1.7 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Garner Asset Management Corp CIK 0001714093 0.243 169 0.0 0.0% 0 -0.0 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
Arcus Capital Partners, LLC CIK 0001651960 0.155 108 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ausbil Investment Management Ltd CIK 0001966036 0.159 65 0.0 0.0% 0 +0.0 pp -1.2 pp -3.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BTS Asset Management, Inc. CIK 0001532842 0.000 31 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 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
Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Andra AP-fonden CIK 0001535452 0.620 393 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.0% 0 -0.7 pp -0.8 pp -0.8 pp -0.9 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 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
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 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
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OP Asset Management Ltd CIK 0002097005 0.000 765 0.0 0.0% 0 -0.0 pp +0.0 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
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
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 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 -0.1 pp -0.2 pp -0.6 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
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.0 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
Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GF FUND MANAGEMENT CO. LTD. CIK 0002057060 0.516 587 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 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
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 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 -0.4 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 0.0 0.0% 0 +0.0 pp -1.2 pp -0.9 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Battery Global Advisors, LLC CIK 0001582272 0.747 157 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
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 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
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 AEE). Qtrs Held counts distinct quarters this fund has actually held AEE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AEE position size. Δ columns are the percentage-point change in AEE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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