Signals

ALC

887 in-universe funds with a nonzero position in ALC within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#561
Score / z0.315 / 0.36
Consensus184.20 over 338 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

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

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 CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 994.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 876.2 0.1% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 741.4 0.1% 1 +0.1 pp -0.0 pp +0.1 pp -0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 696.5 0.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
AKO CAPITAL LLP CIK 0001376879 0.855 22 651.9 15.2% 1 +15.2 pp +15.2 pp +15.2 pp +15.2 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 614.3 1.3% 5 -0.2 pp -0.3 pp -0.3 pp -0.6 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 535.8 1.0% 5 -0.3 pp -0.3 pp -0.4 pp -0.9 pp
FMR LLC CIK 0000315066 0.989 5571 514.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 480.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Amundi CIK 0001330387 0.000 1 445.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 390.3 2.1% 5 -0.2 pp -0.2 pp -0.1 pp -0.5 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 381.2 1.3% 5 -0.1 pp +0.1 pp +0.1 pp -0.7 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 374.6 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 358.8 0.1% 7 -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 313.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 291.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 274.0 0.4% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 269.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 258.1 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WGI DM, LLC CIK 0002059126 0.836 7 232.4 20.1% 1 +20.1 pp +20.1 pp +20.1 pp +20.1 pp
Southpoint Capital Advisors LP CIK 0001319998 0.396 33 228.1 5.2% 3 -0.1 pp +1.5 pp +5.2 pp +5.2 pp
Troy Asset Management Ltd CIK 0001601407 0.937 29 207.6 5.8% 4 +0.5 pp +0.9 pp +1.3 pp +5.8 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 165.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 160.7 0.1% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
CAISSE DES DEPOTS ET CONSIGNATIONS CIK 0001056947 0.946 235 160.7 2.7% 5 -0.2 pp -1.4 pp -4.4 pp -6.3 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 149.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 145.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 141.3 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 132.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 128.1 0.1% 6 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 125.8 0.0% 7 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 124.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 120.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 113.1 0.1% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 109.7 1.0% 5 -0.3 pp -0.7 pp -0.3 pp -0.8 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 104.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 101.1 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 99.1 0.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.4 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 92.7 1.0% 5 -0.3 pp +0.1 pp +0.3 pp +0.0 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 92.5 1.4% 5 -0.3 pp -0.3 pp -0.2 pp -0.2 pp
Fiera Capital Corp CIK 0001505817 0.842 401 92.4 0.3% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 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 90.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 90.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 88.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Rudius Management LP CIK 0001835407 0.758 7 87.8 22.7% 5 -15.1 pp -14.0 pp -11.3 pp -14.3 pp
Nuveen, LLC CIK 0001871926 0.966 3735 68.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 68.1 0.3% 5 -0.5 pp -0.7 pp -0.8 pp -1.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 61.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 60.4 2.5% 5 +1.5 pp +1.9 pp -4.2 pp +0.8 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 56.2 1.1% 3 +0.8 pp +1.1 pp +1.1 pp +1.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 55.8 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 53.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 53.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 53.0 0.6% 5 -0.2 pp -0.1 pp -0.1 pp -0.4 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 52.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 49.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 48.8 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 47.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
M&G Plc CIK 0001802539 0.820 370 46.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 46.2 0.8% 5 -0.2 pp -0.1 pp +0.0 pp -0.1 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 44.0 0.2% 6 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 43.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LGT Group Foundation CIK 0001911278 0.801 284 42.2 0.5% 5 -0.1 pp -0.3 pp -0.1 pp -0.2 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 42.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 40.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 39.3 1.1% 5 -0.4 pp -0.5 pp +0.8 pp +0.7 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 37.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 37.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 37.1 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 36.5 0.3% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 34.9 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 33.6 0.1% 4 -0.0 pp +0.0 pp -0.1 pp +0.1 pp
Vestal Point Capital, LP CIK 0001974915 0.263 68 33.5 0.8% 5 -0.9 pp -2.4 pp -2.9 pp -1.7 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 31.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 31.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ninety One North America, Inc. CIK 0001633343 0.550 106 31.3 1.5% 3 -1.0 pp -0.9 pp +1.5 pp +1.5 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 30.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 30.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 29.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 29.4 0.5% 4 +0.2 pp +0.2 pp +0.4 pp +0.5 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 28.7 2.5% 5 -0.5 pp -0.4 pp +0.1 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 28.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 27.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
SEB Asset Management AB CIK 0002127509 0.832 700 27.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 26.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 25.2 0.5% 6 +0.1 pp +0.1 pp +0.4 pp +0.2 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 25.2 0.0% 6 +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 22.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.700 250 22.8 0.3% 5 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 22.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 21.6 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 21.4 0.9% 5 -0.5 pp -0.6 pp -0.5 pp -0.8 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 20.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 20.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 19.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 18.6 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.6 pp
Korea Investment CORP CIK 0001441689 0.896 677 18.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MCDANIEL TERRY & CO CIK 0001104366 0.709 81 17.8 1.4% 5 -0.2 pp -0.2 pp -0.1 pp -0.4 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 17.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sofinnova Investments, Inc. CIK 0001631134 0.340 53 17.2 0.9% 3 -1.8 pp -0.2 pp +0.9 pp +0.9 pp
Dundas Partners LLP CIK 0001742418 0.708 31 16.9 1.2% 5 -0.3 pp -0.2 pp -0.8 pp -1.2 pp
Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 15.1 0.1% 5 -0.6 pp -1.0 pp -1.3 pp -1.5 pp
SIRIOS CAPITAL MANAGEMENT L P CIK 0001104883 0.359 86 14.8 1.8% 5 -0.2 pp -0.2 pp -2.0 pp -2.9 pp
NICHOLS & PRATT ADVISERS LLP /MA CIK 0001141781 0.760 109 14.2 0.9% 5 -0.1 pp -0.0 pp +0.0 pp -0.2 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 14.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 14.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 13.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 13.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 13.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DKRT Investments Corp. CIK 0002080627 0.185 50 12.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
EFG International AG CIK 0002109868 0.615 1088 12.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 12.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 12.4 0.5% 3 -0.3 pp -0.1 pp +0.5 pp +0.5 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 12.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Canoe Financial LP CIK 0001908219 0.715 110 12.0 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
LaFleur & Godfrey LLC CIK 0001387458 0.483 149 11.8 1.4% 5 -0.3 pp -0.4 pp -0.3 pp -0.7 pp
Foresight Global Investors, Inc. CIK 0001973323 0.201 32 11.8 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 11.7 2.1% 5 -0.4 pp -0.3 pp -0.2 pp -0.9 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 11.3 0.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
OAK ASSOCIATES LTD /OH/ CIK 0000836372 0.656 139 11.2 0.6% 5 -0.2 pp -0.2 pp -0.1 pp -0.3 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 10.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 10.3 0.1% 2 -0.1 pp +0.1 pp +0.0 pp +0.0 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 10.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
Running Oak Capital LLC CIK 0001803994 0.162 59 10.1 1.7% 5 -0.0 pp +0.4 pp +0.1 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 10.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 10.0 0.5% 2 -0.4 pp +0.5 pp +0.5 pp +0.5 pp
TRAN CAPITAL MANAGEMENT, L.P. CIK 0001009262 0.437 66 9.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 9.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 9.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 9.5 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 9.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 8.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYCOMORE ASSET MANAGEMENT CIK 0001728681 0.264 72 8.7 0.9% 5 -1.1 pp -1.5 pp -1.4 pp -1.2 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 8.3 0.3% 4 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 8.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 8.1 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 8.0 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
First Fiduciary Investment Counsel, Inc. CIK 0001072843 0.431 75 7.9 1.5% 5 -0.4 pp -0.5 pp -0.4 pp -0.8 pp
GAM Holding AG CIK 0001438848 0.338 273 7.9 0.6% 5 -0.1 pp -0.4 pp -0.3 pp -0.6 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 7.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 7.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 7.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
AMICA MUTUAL INSURANCE CO CIK 0000857508 0.683 142 7.6 0.6% 5 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
PDT Partners, LLC CIK 0001564702 0.042 489 7.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NUANCE INVESTMENTS, LLC CIK 0001473182 0.195 52 7.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 6.7 0.9% 5 -0.2 pp -0.2 pp -0.1 pp -0.3 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 6.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 6.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 6.2 0.3% 5 -0.9 pp -0.9 pp -0.9 pp -1.2 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 6.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
XY Capital Ltd CIK 0001933132 0.000 44 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 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
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 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 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.0 0.0% 0 -0.0 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
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 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
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
eCIO, Inc. CIK 0001830823 0.330 46 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 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 +0.0 pp +0.0 pp -0.7 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 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
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 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 +0.0 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
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.0 0.0% 0 -0.0 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
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 0.0 0.0% 0 -0.1 pp -0.2 pp -0.3 pp -0.4 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
Baker Chad R CIK 0001666470 0.510 51 0.0 0.0% 0 -0.4 pp -0.1 pp -1.5 pp -1.9 pp
Ruffer LLP CIK 0001426859 0.221 187 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 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
LWM Advisory Services, LLC CIK 0001697716 0.020 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 0 +0.0 pp -0.0 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 +0.0 pp +0.0 pp -3.4 pp
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Henry James International Management Inc. CIK 0001750423 0.252 91 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 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
T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.3 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
One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 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
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 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
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
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
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Martin Investment Management, LLC CIK 0001511888 0.424 47 0.0 0.0% 0 +0.0 pp +0.0 pp -4.8 pp -5.8 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 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
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
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 +0.0 pp +0.0 pp -0.5 pp
Baron Wealth Management LLC CIK 0001968507 0.535 304 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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 (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