Signals

ALC

701 in-universe funds with a nonzero position in ALC within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#137
Score / z1.345 / 2.01
Consensus213.67 over 395 funds
Momentumno 12m return

Price & positioning

227 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 1,594.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 799.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 797.7 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 655.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 632.6 1.5% 2 -0.5 pp +1.5 pp +1.5 pp +1.5 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 501.1 2.1% 2 -0.4 pp +2.1 pp +2.1 pp +2.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 464.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 408.5 3.0% 2 -1.2 pp +3.0 pp +3.0 pp +3.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 399.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 373.6 1.2% 2 -0.8 pp +1.2 pp +1.2 pp +1.2 pp
Amundi CIK 0001330387 0.000 1 369.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 358.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 293.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 292.9 0.1% 3 -0.0 pp -0.0 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 287.5 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 277.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 276.7 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 239.5 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 227.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANTILLON CAPITAL MANAGEMENT LLC CIK 0001279936 0.470 27 210.4 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 207.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 199.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 181.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 180.5 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
Troy Asset Management Ltd CIK 0001601407 0.937 29 176.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
CAISSE DES DEPOTS ET CONSIGNATIONS CIK 0001056947 0.946 235 168.3 7.2% 2 -1.8 pp +7.2 pp +7.2 pp +7.2 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 162.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rudius Management LP CIK 0001835407 0.758 7 161.8 34.0% 2 -3.0 pp +34.0 pp +34.0 pp +34.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 157.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 155.1 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
Capital Research Global Investors CIK 0001422848 0.983 426 150.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 129.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 121.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 120.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 111.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 107.9 0.4% 3 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 107.0 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 107.0 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 100.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 87.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vestal Point Capital, LP CIK 0001974915 0.263 68 82.0 3.7% 2 +1.3 pp +3.7 pp +3.7 pp +3.7 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 80.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 77.4 2.9% 2 -0.8 pp +2.9 pp +2.9 pp +2.9 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 77.0 6.7% 2 +5.0 pp +6.7 pp +6.7 pp +6.7 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 73.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 72.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 71.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 69.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 66.3 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 64.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 63.7 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 62.5 0.0% 2 -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 54.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 54.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 53.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 52.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 52.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LGT Group Foundation CIK 0001911278 0.801 284 50.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 49.2 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 48.6 1.1% 2 -2.0 pp +1.1 pp +1.1 pp +1.1 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 48.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
FIL Ltd CIK 0000318989 0.878 1140 46.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 45.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 43.9 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 41.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 40.6 0.0% 3 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
M&G Plc CIK 0001802539 0.820 370 40.5 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 40.4 0.0% 2 -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 39.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 39.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 39.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
M.D. Sass, LLC CIK 0000922940 0.313 38 38.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 35.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 33.1 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 32.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Korea Investment CORP CIK 0001441689 0.896 677 30.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 29.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 29.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 29.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dundas Partners LLP CIK 0001742418 0.708 31 29.2 2.1% 2 -0.4 pp +2.1 pp +2.1 pp +2.1 pp
SIRIOS CAPITAL MANAGEMENT L P CIK 0001104883 0.359 86 28.9 3.8% 2 -1.0 pp +3.8 pp +3.8 pp +3.8 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 26.8 0.3% 2 -0.5 pp +0.3 pp +0.3 pp +0.3 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 26.3 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 26.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canoe Financial LP CIK 0001908219 0.715 110 25.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 24.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 24.7 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 23.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 22.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 22.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 21.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 21.5 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 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 19.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP CIK 0001595082 0.000 231 19.2 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
Martin Investment Management, LLC CIK 0001511888 0.424 47 19.0 4.8% 2 -1.0 pp +4.8 pp +4.8 pp +4.8 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 19.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MCDANIEL TERRY & CO CIK 0001104366 0.709 81 18.0 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 18.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 17.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 17.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 16.9 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 16.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 16.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 16.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 15.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 15.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
GAM Holding AG CIK 0001438848 0.338 273 14.6 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 14.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Running Oak Capital LLC CIK 0001803994 0.162 59 14.1 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
LaFleur & Godfrey LLC CIK 0001387458 0.483 149 13.9 1.7% 2 -0.4 pp +1.7 pp +1.7 pp +1.7 pp
SYCOMORE ASSET MANAGEMENT CIK 0001728681 0.264 72 13.9 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 13.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 13.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 13.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 13.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICHOLS & PRATT ADVISERS LLP /MA CIK 0001141781 0.760 109 13.2 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
OAK ASSOCIATES LTD /OH/ CIK 0000836372 0.656 139 12.3 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 12.3 2.3% 2 -0.7 pp +2.3 pp +2.3 pp +2.3 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 11.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Walter Public Investments Inc. CIK 0001925251 0.123 53 10.2 1.7% 2 -1.0 pp +1.7 pp +1.7 pp +1.7 pp
First Fiduciary Investment Counsel, Inc. CIK 0001072843 0.431 75 9.8 1.9% 2 -0.4 pp +1.9 pp +1.9 pp +1.9 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.700 250 9.5 0.1% 2 -0.0 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 9.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 9.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Baker Chad R CIK 0001666470 0.510 51 8.7 1.5% 2 -0.4 pp +1.5 pp +1.5 pp +1.5 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 8.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 8.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRETRAIL INVESTMENTS PTY LTD CIK 0001943822 0.345 32 8.1 2.0% 2 -0.5 pp +2.0 pp +2.0 pp +2.0 pp
Socorro Asset Management LP CIK 0001781882 0.255 33 7.9 2.9% 2 +0.5 pp +2.9 pp +2.9 pp +2.9 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 7.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 7.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 7.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 7.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 7.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 7.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 7.4 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 7.4 0.2% 2 -0.5 pp +0.2 pp +0.2 pp +0.2 pp
WORMSER FRERES GESTION CIK 0002051288 0.202 66 7.3 4.1% 2 -0.8 pp +4.1 pp +4.1 pp +4.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 7.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 7.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 6.8 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 6.8 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 6.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Robeco Schweiz AG CIK 0001418427 0.613 126 6.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SOROS CAPITAL MANAGEMENT LLC CIK 0001748240 0.022 58 6.0 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
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Independent Advisor Alliance CIK 0001696899 0.044 1054 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
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rhenman & Partners Asset Management AB CIK 0001599882 0.096 99 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Claret Asset Management Corp CIK 0001735513 0.442 498 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
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mediolanum International Funds Ltd CIK 0002022028 0.592 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 0.0 0.0% 0 -0.1 pp -0.1 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
Climber Capital SA CIK 0002011229 0.279 64 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Rokos Capital Management LLP CIK 0001666335 0.000 134 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Haverford Trust Co CIK 0000842941 0.805 424 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
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 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
Shorepath Capital Management LLC CIK 0002012685 0.398 23 0.0 0.0% 0 -3.4 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
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baron Wealth Management LLC CIK 0001968507 0.535 304 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Findlay Park Partners LLP CIK 0001351950 0.605 49 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.0 0.0% 0 -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
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 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
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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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