Signals

ALC

617 in-universe funds with a nonzero position in ALC within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23915
Score / z-1.444 / -1.87
Consensus219.61 over 399 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 / 0

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2002-03-21 424B5 ALCON INC

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
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,850.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 1,237.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1,028.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORGES BANK CIK 0001374170 0.994 1617 1,004.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 977.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 861.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 806.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 618.6 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 605.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 596.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 519.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 430.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Amundi CIK 0001330387 0.000 1 422.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 359.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 338.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 329.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 328.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 310.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 292.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 271.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANTILLON CAPITAL MANAGEMENT LLC CIK 0001279936 0.470 27 251.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 234.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 223.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 218.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
CAISSE DES DEPOTS ET CONSIGNATIONS CIK 0001056947 0.946 235 214.4 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 213.3 0.1% 1 +0.1 pp +0.1 pp +0.1 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 195.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 193.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 193.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 187.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Capital Research Global Investors CIK 0001422848 0.983 426 184.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 182.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Rudius Management LP CIK 0001835407 0.758 7 175.0 37.0% 1 +37.0 pp +37.0 pp +37.0 pp +37.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 167.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 166.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 163.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 157.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 142.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 132.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 119.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 114.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 107.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 99.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 93.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 91.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 84.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 84.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 80.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 80.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 76.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 76.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 75.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 73.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 72.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Findlay Park Partners LLP CIK 0001351950 0.605 49 71.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Rokos Capital Management LLP CIK 0001666335 0.000 134 68.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 67.3 0.0% 1 +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 63.8 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 63.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 62.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIL Ltd CIK 0000318989 0.878 1140 62.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 58.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LGT Group Foundation CIK 0001911278 0.801 284 57.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 54.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 53.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
AVIVA PLC CIK 0001140022 0.925 854 53.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 51.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 48.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 47.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Vestal Point Capital, LP CIK 0001974915 0.263 68 46.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP CIK 0001595082 0.000 231 45.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 44.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 38.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 38.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Korea Investment CORP CIK 0001441689 0.896 677 36.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dundas Partners LLP CIK 0001742418 0.708 31 34.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 34.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 33.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 33.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 32.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIRIOS CAPITAL MANAGEMENT L P CIK 0001104883 0.359 86 32.7 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 31.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 30.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Canoe Financial LP CIK 0001908219 0.715 110 30.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 30.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 29.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ruffer LLP CIK 0001426859 0.221 187 27.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 25.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 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 24.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 24.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
AMF Tjanstepension AB CIK 0001553562 0.910 121 24.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 24.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 23.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 23.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Martin Investment Management, LLC CIK 0001511888 0.424 47 22.7 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 21.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MCDANIEL TERRY & CO CIK 0001104366 0.709 81 21.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 20.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 20.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 20.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 18.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 17.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 17.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 17.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GAM Holding AG CIK 0001438848 0.338 273 17.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 17.3 0.1% 1 +0.1 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 17.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LaFleur & Godfrey LLC CIK 0001387458 0.483 149 16.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Walter Public Investments Inc. CIK 0001925251 0.123 53 15.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Running Oak Capital LLC CIK 0001803994 0.162 59 15.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 15.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
NICHOLS & PRATT ADVISERS LLP /MA CIK 0001141781 0.760 109 15.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 15.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OAK ASSOCIATES LTD /OH/ CIK 0000836372 0.656 139 14.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYCOMORE ASSET MANAGEMENT CIK 0001728681 0.264 72 13.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 13.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 12.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 11.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
First Fiduciary Investment Counsel, Inc. CIK 0001072843 0.431 75 11.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 11.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 10.7 0.1% 1 +0.1 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 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 10.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.700 250 10.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Baker Chad R CIK 0001666470 0.510 51 10.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Robeco Schweiz AG CIK 0001418427 0.613 126 10.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Exane Asset Management CIK 0001666256 0.048 28 10.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 9.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRETRAIL INVESTMENTS PTY LTD CIK 0001943822 0.345 32 9.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 9.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 9.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 9.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 8.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 8.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
WORMSER FRERES GESTION CIK 0002051288 0.202 66 8.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 8.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Socorro Asset Management LP CIK 0001781882 0.255 33 7.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 6.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYNTAX RESEARCH, INC. CIK 0001999827 0.077 179 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.550 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 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 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite FO LLC CIK 0002034090 0.642 171 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 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
Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 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
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
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 ALC). Qtrs Held counts distinct quarters this fund has actually held ALC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ALC position size. Δ columns are the percentage-point change in ALC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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