Signals

← Signals

☆AGM

336 in-universe funds with a nonzero position in AGM 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 Full insider history

DateTypeWhat happened
2026-08-21 Insider Wilcher LaJuana S disposed via G
2026-08-14 8-K Item(s) 5.02, 7.01, 9.01
2026-08-12 8-K Item(s) 8.01, 9.01
2026-08-03 Insider Brinch Brian M (EVP - Chief Risk Officer) acquired via option exercise ($113,037)
2026-08-03 Insider Brinch Brian M (EVP - Chief Risk Officer) disposed via tax withholding ($53,541)
2026-08-03 Insider Brinch Brian M (EVP - Chief Risk Officer) disposed via D ($113,269)
2026-07-30 8-K Item(s) 2.02, 7.01, 9.01
2026-07-16 8-K Item(s) 7.01, 9.01
2026-06-30 Insider Engebretsen James R acquired via award ($17,137)
2026-06-30 Insider McKissack Eric T acquired via award ($4,185)
2026-06-30 Insider Logan Lyle acquired via award ($9,166)
2026-06-30 Insider JUNKINS LOWELL acquired via award ($1,395)
2026-06-30 Insider Ware Todd P acquired via award ($4,185)
2026-06-30 Insider Gales Amy H acquired via award ($20,126)
2026-06-08 8-K Item(s) 5.02, 7.01, 9.01
2026-06-03 8-K Item(s) 8.01, 9.01
2026-05-19 8-K Item(s) 8.01, 9.01
2026-05-18 8-K Item(s) 5.07, 9.01
2026-05-13 8-K Item(s) 8.01, 9.01
2026-05-12 8-K Item(s) 3.02, 7.01, 9.01

Flow ranking

Rank#1483
Score / z0.000 / 0.02
Consensus104.67 over 175 funds
Momentum-0.29 ≠

Price & positioning

223 cached closes, trailing year
Drawdown-2%
Short interest+10% / 2.3d ⚡

Forensics

Clean as of 2026Q2
Accrual ratio—
F-score—
M-score—
Net issuance—
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-08-21 Wilcher LaJuana S G —
2026-08-03 Brinch Brian M M $113,037
2026-08-03 Brinch Brian M F $53,541
2026-08-03 Brinch Brian M D $113,269
2026-06-30 Engebretsen James R A $17,137
2026-06-30 McKissack Eric T A $4,185
2026-06-30 Logan Lyle A $9,166
2026-06-30 JUNKINS LOWELL A $1,395
2026-06-30 Ware Todd P A $4,185
2026-06-30 Gales Amy H A $20,126
Showing the 10 most recent.

8-K events

Negative / total0 / 4
FiledFormItems
2026-08-14 8-K 5.02, 7.01, 9.01
2026-08-12 8-K 8.01, 9.01
2026-07-30 8-K 2.02, 7.01, 9.01
2026-07-16 8-K 7.01, 9.01
2026-06-08 8-K 5.02, 7.01, 9.01
2026-06-03 8-K 8.01, 9.01
2026-05-19 8-K 8.01, 9.01
2026-05-18 8-K 5.07, 9.01
2026-05-13 8-K 8.01, 9.01
2026-05-12 8-K 3.02, 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker EvalMixed
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 156.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 89.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 79.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 70.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 69.6 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 68.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 65.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 65.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 57.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital World Investors CIK 0001422849 0.974 637 56.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 48.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Copeland Capital Management, LLC CIK 0001541743 0.466 265 45.8 0.9% 5 +0.2 pp -0.0 pp +0.1 pp -0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 45.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 44.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 40.9 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 23.5 1.1% 5 +0.2 pp +0.1 pp +0.1 pp -0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 23.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WEYBOSSET RESEARCH & MANAGEMENT LLC CIK 0001280604 0.648 32 20.8 5.5% 5 +1.0 pp -0.2 pp -0.2 pp -1.6 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 20.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 15.3 0.0% 5 +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 15.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 15.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 14.3 0.1% 5 -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 13.2 0.0% 7 +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 12.8 0.0% 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 12.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 11.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 0001107261 0.377 1233 11.4 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 8.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 8.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 8.3 0.0% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 7.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 7.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 7.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ballast Asset Management, LP CIK 0001998389 0.161 53 7.4 3.0% 5 +0.5 pp +0.1 pp +0.2 pp -0.7 pp
☆Empirical Finance, LLC CIK 0001572838 0.574 505 7.1 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Barnett & Company, Inc. CIK 0001426588 0.122 86 6.9 5.1% 5 +0.9 pp -0.2 pp +0.2 pp -0.9 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 6.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 6.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST WILSHIRE SECURITIES MANAGEMENT INC CIK 0000732847 0.416 82 5.3 1.1% 5 +0.2 pp -0.1 pp -0.1 pp -0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 5.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 4.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 4.2 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 4.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.9 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 3.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pullen Investment Management, LLC CIK 0002011668 0.100 98 3.8 1.8% 5 +0.4 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 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 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
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Alpha Capital Management Ltd. CIK 0001584691 0.465 48 3.7 0.2% 5 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆VELA Investment Management, LLC CIK 0001895612 0.203 132 3.4 0.8% 5 +0.2 pp +0.7 pp +0.1 pp -0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 3.3 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 3.3 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 3.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Militia Capital Management LLC CIK 0002130487 0.024 242 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3.1 0.0% 5 +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 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEAN INVESTMENT ASSOCIATES, LLC CIK 0000846797 0.113 193 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Matthew 25 Management Corp CIK 0001351431 0.763 20 2.2 0.6% 5 -0.1 pp -0.3 pp -0.2 pp -1.3 pp
☆Cruiser Capital Advisors, LLC CIK 0001713506 0.256 51 2.2 1.3% 3 +0.7 pp -0.0 pp +1.3 pp +1.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dean Capital Management CIK 0001455468 0.041 112 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Applied Capital LLC/FL CIK 0001965393 0.206 92 1.6 1.1% 5 +0.2 pp +0.2 pp +0.3 pp +0.2 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUDSON EDGE INVESTMENT PARTNERS INC. CIK 0000740272 0.473 123 1.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 1.0 0.1% 2 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.0 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 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.9 0.1% 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
☆Legato Capital Management LLC CIK 0001442641 0.058 678 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.8 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV CIK 0000867926 0.207 195 0.8 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 0.7 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 0.7 0.0% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.6 0.0% 3 +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 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtu Financial LLC CIK 0001533964 0.177 1548 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eddie Patel Inc CIK 0002078760 0.019 127 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Centiva Capital, LP CIK 0001692507 0.034 1439 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Daytona Street Capital LLC CIK 0002101936 0.079 277 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.4 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
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☆Vestcor Inc CIK 0001536925 0.400 1189 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
☆Yorktown Management & Research Co Inc CIK 0001313559 0.023 249 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 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
☆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
☆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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp -0.6 pp
☆Riverwater Partners LLC CIK 0001882572 0.130 209 0.0 0.0% 0 +0.0 pp -0.7 pp -0.5 pp -0.6 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 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
☆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
☆NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Militia Capital Partners, LP CIK 0001837496 0.040 182 0.0 0.0% 0 +0.0 pp -1.1 pp -1.3 pp -1.5 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
☆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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 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
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 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 -0.1 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
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Inspire Investing, LLC CIK 0001670139 0.034 1266 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 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 -0.0 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
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Magnetar Financial LLC CIK 0001352851 0.768 1133 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
☆FIL Ltd CIK 0000318989 0.878 1140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 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
☆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
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 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
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 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 -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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
☆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
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 AGM). Qtrs Held counts distinct quarters this fund has actually held AGM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AGM position size. Δ columns are the percentage-point change in AGM'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