Signals

ALC

757 in-universe funds with a nonzero position in ALC within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22898
Score / z-1.477 / -2.11
Consensus213.71 over 383 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 1,698.4 0.0% 3 +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 1,039.6 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
NORGES BANK CIK 0001374170 0.994 1617 961.1 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 856.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 799.8 1.6% 3 +0.1 pp -0.3 pp +1.6 pp +1.6 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 618.2 1.3% 3 -0.1 pp -0.6 pp +1.3 pp +1.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 509.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 496.7 2.3% 3 +0.2 pp -0.2 pp +2.3 pp +2.3 pp
Amundi CIK 0001330387 0.000 1 416.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 411.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 399.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 396.8 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 379.2 3.3% 3 +0.3 pp -0.8 pp +3.3 pp +3.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 375.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 350.8 1.2% 3 -0.0 pp -0.8 pp +1.2 pp +1.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 338.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 326.1 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 314.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 311.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
CANTILLON CAPITAL MANAGEMENT LLC CIK 0001279936 0.470 27 224.2 1.2% 3 +0.1 pp -0.2 pp +1.2 pp +1.2 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 221.5 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 212.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Troy Asset Management Ltd CIK 0001601407 0.937 29 189.0 4.9% 2 +0.3 pp +4.9 pp +4.9 pp +4.9 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 184.6 1.0% 3 -0.1 pp -0.4 pp +1.0 pp +1.0 pp
CAISSE DES DEPOTS ET CONSIGNATIONS CIK 0001056947 0.946 235 180.8 4.1% 3 -3.0 pp -4.9 pp +4.1 pp +4.1 pp
Rudius Management LP CIK 0001835407 0.758 7 169.1 36.7% 3 +2.7 pp -0.3 pp +36.7 pp +36.7 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 168.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 168.0 1.2% 3 -0.2 pp -0.4 pp +1.2 pp +1.2 pp
Fiera Capital Corp CIK 0001505817 0.842 401 159.8 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 158.7 0.6% 3 +0.0 pp -0.2 pp +0.6 pp +0.6 pp
Southpoint Capital Advisors LP CIK 0001319998 0.396 33 157.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 140.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 138.1 1.7% 3 +0.3 pp -0.1 pp +1.7 pp +1.7 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 130.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 127.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 118.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 117.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 117.1 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 112.7 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 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 111.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 105.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 99.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 98.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 93.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vestal Point Capital, LP CIK 0001974915 0.263 68 87.1 3.2% 3 -0.5 pp +0.8 pp +3.2 pp +3.2 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 84.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 82.7 3.0% 3 +0.1 pp -0.8 pp +3.0 pp +3.0 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 81.0 0.9% 3 +0.1 pp -0.1 pp +0.9 pp +0.9 pp
LGT Group Foundation CIK 0001911278 0.801 284 74.6 0.8% 3 +0.2 pp +0.1 pp +0.8 pp +0.8 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 73.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 71.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 70.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 64.9 0.7% 3 +0.0 pp -0.2 pp +0.7 pp +0.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 63.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ninety One North America, Inc. CIK 0001633343 0.550 106 58.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 57.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 56.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 56.5 1.6% 3 +1.3 pp +1.2 pp +1.6 pp +1.6 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 54.3 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 51.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
M&G Plc CIK 0001802539 0.820 370 50.9 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 50.6 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 47.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 45.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 45.1 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 43.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 41.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 39.2 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 38.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 37.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 36.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 36.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 35.3 1.2% 3 +0.8 pp +0.7 pp +1.2 pp +1.2 pp
Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 34.8 1.5% 3 +0.1 pp -0.3 pp +1.5 pp +1.5 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 34.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 34.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
M.D. Sass, LLC CIK 0000922940 0.313 38 34.0 2.7% 2 -0.4 pp +2.7 pp +2.7 pp +2.7 pp
Korea Investment CORP CIK 0001441689 0.896 677 33.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 32.5 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 31.0 2.9% 3 +0.5 pp +0.4 pp +2.9 pp +2.9 pp
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP CIK 0001595082 0.000 231 27.8 0.6% 3 +0.3 pp -0.2 pp +0.6 pp +0.6 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 27.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 26.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Canoe Financial LP CIK 0001908219 0.715 110 26.6 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Sofinnova Investments, Inc. CIK 0001631134 0.340 53 26.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 25.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 25.3 0.3% 3 -0.0 pp -0.5 pp +0.3 pp +0.3 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 25.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 24.9 0.0% 4 -0.0 pp -0.4 pp -0.4 pp +0.0 pp
Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 24.4 1.1% 3 -0.0 pp -0.4 pp +1.1 pp +1.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 23.8 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.700 250 22.9 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 22.2 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Capital Research Global Investors CIK 0001422848 0.983 426 22.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 22.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 21.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 20.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dundas Partners LLP CIK 0001742418 0.708 31 20.2 1.4% 3 -0.6 pp -1.0 pp +1.4 pp +1.4 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 20.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 19.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 19.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MCDANIEL TERRY & CO CIK 0001104366 0.709 81 18.1 1.6% 3 +0.1 pp -0.2 pp +1.6 pp +1.6 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIRIOS CAPITAL MANAGEMENT L P CIK 0001104883 0.359 86 15.9 2.0% 3 -1.8 pp -2.8 pp +2.0 pp +2.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 15.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GAM Holding AG CIK 0001438848 0.338 273 15.6 1.0% 3 +0.1 pp -0.2 pp +1.0 pp +1.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 15.5 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 15.5 0.3% 4 +0.3 pp +0.0 pp +0.1 pp +0.3 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 15.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 14.8 0.0% 3 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
SYCOMORE ASSET MANAGEMENT CIK 0001728681 0.264 72 14.6 2.4% 3 +0.1 pp +0.3 pp +2.4 pp +2.4 pp
LaFleur & Godfrey LLC CIK 0001387458 0.483 149 14.5 1.8% 3 +0.1 pp -0.3 pp +1.8 pp +1.8 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICHOLS & PRATT ADVISERS LLP /MA CIK 0001141781 0.760 109 14.0 0.9% 3 +0.0 pp -0.2 pp +0.9 pp +0.9 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 13.8 0.1% 3 -0.0 pp -0.3 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 13.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OAK ASSOCIATES LTD /OH/ CIK 0000836372 0.656 139 13.2 0.8% 3 +0.0 pp -0.2 pp +0.8 pp +0.8 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 13.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 12.9 2.3% 3 +0.1 pp -0.6 pp +2.3 pp +2.3 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 12.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 11.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 11.3 0.7% 3 -6.1 pp -1.0 pp +0.7 pp +0.7 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 10.9 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Running Oak Capital LLC CIK 0001803994 0.162 59 10.8 1.4% 3 -0.2 pp -0.4 pp +1.4 pp +1.4 pp
LANSDOWNE PARTNERS (UK) LLP CIK 0001608485 0.834 26 10.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Walter Public Investments Inc. CIK 0001925251 0.123 53 10.6 1.9% 3 +0.2 pp -0.8 pp +1.9 pp +1.9 pp
First Fiduciary Investment Counsel, Inc. CIK 0001072843 0.431 75 10.3 2.0% 3 +0.1 pp -0.3 pp +2.0 pp +2.0 pp
ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 10.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 10.0 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 9.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 9.8 0.4% 3 +0.1 pp -0.0 pp +0.4 pp +0.4 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 9.4 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 9.3 0.1% 3 +0.0 pp +0.0 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 9.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 8.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRIDGER MANAGEMENT, LLC CIK 0001166309 0.258 24 8.5 5.5% 2 +2.6 pp +5.5 pp +5.5 pp +5.5 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 8.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 8.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 8.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSSIAM CIK 0001767471 0.182 680 8.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 8.1 1.1% 3 +0.2 pp -0.1 pp +1.1 pp +1.1 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 8.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
AMICA MUTUAL INSURANCE CO CIK 0000857508 0.683 142 8.0 0.7% 3 +0.4 pp +0.3 pp +0.7 pp +0.7 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 7.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WORMSER FRERES GESTION CIK 0002051288 0.202 66 7.8 4.4% 3 +0.4 pp -0.4 pp +4.4 pp +4.4 pp
Socorro Asset Management LP CIK 0001781882 0.255 33 7.5 2.9% 3 +0.0 pp +0.6 pp +2.9 pp +2.9 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 7.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 7.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Robeco Schweiz AG CIK 0001418427 0.613 126 7.1 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
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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
EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
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
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.0 pp -0.1 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
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
AMF Tjanstepension AB CIK 0001553562 0.910 121 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 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
Climber Capital SA CIK 0002011229 0.279 64 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 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
Rhenman & Partners Asset Management AB CIK 0001599882 0.096 99 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.1 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
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
COMGEST GLOBAL INVESTORS S.A.S. CIK 0001574947 0.834 55 0.0 0.0% 0 -0.0 pp -0.1 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
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
Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
Blueshift Asset Management, LLC CIK 0001727827 0.007 556 0.0 0.0% 0 -0.1 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
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
West Family Investments, Inc. CIK 0001568303 0.015 468 0.0 0.0% 0 -0.0 pp -0.1 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
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 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
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 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
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 -0.1 pp -0.3 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
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Findlay Park Partners LLP CIK 0001351950 0.605 49 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 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
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 0 -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% 0 +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% 0 -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% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHICAGO TRUST Co NA CIK 0001601539 0.345 382 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
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
swisspartners Advisors Ltd CIK 0001805754 0.592 23 0.0 0.0% 0 -0.4 pp -0.7 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
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
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PDS Planning, Inc CIK 0000838618 0.712 609 0.0 0.0% 0 +0.0 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
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
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 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
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.1 pp -0.1 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
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
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management US Inc. CIK 0001323255 0.969 61 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
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
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 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
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.1 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
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
Amica Retiree Medical Trust CIK 0001599950 0.187 141 0.0 0.0% 0 -0.4 pp -0.5 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
First Affirmative Financial Network CIK 0001656282 0.123 325 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
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
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 -0.0 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
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ruffer LLP CIK 0001426859 0.221 187 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
LWM Advisory Services, LLC CIK 0001697716 0.020 80 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 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
Shorepath Capital Management LLC CIK 0002012685 0.398 23 0.0 0.0% 0 +0.0 pp -3.4 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
Weiss Asset Management LP CIK 0001357550 0.000 613 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
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
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
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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
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
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 0.0 0.0% 0 +0.0 pp -0.1 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
Martin Investment Management, LLC CIK 0001511888 0.424 47 0.0 0.0% 0 -4.8 pp -5.8 pp +0.0 pp +0.0 pp
Sone Capital Management, LLC CIK 0002026215 0.034 108 0.0 0.0% 0 -0.3 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
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Exane Asset Management CIK 0001666256 0.048 28 0.0 0.0% 0 -0.0 pp -4.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 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
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Baron Wealth Management LLC CIK 0001968507 0.535 304 0.0 0.0% 0 +0.0 pp -0.1 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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