Signals

AM

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

Flow ranking

Rank#1191
Score / z0.033 / 0.04
Consensus158.67 over 284 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 / 2
FiledFormItems
2026-07-29 8-K 2.02, 9.01
2026-07-27 8-K 7.01
2026-06-04 8-K 5.07, 9.01
2026-05-12 8-K 7.01
2026-04-29 8-K 2.02, 9.01
2026-04-01 8-K 7.01
2026-02-23 8-K 7.01, 9.01
2026-02-11 8-K 2.02, 9.01
2026-02-03 8-K 2.01, 8.01, 9.01
2025-12-23 8-K 2.03, 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 697.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 641.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 417.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 202.9 2.6% 3 -0.3 pp -0.1 pp +2.6 pp +2.6 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 201.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 186.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 164.4 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 146.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 132.3 0.1% 3 -0.0 pp -0.0 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 107.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KAYNE ANDERSON CAPITAL ADVISORS LP CIK 0000949615 0.924 53 80.7 1.8% 3 +0.3 pp +0.6 pp +1.8 pp +1.8 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 72.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 68.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 67.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 66.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 65.9 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 64.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 55.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 49.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 47.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 45.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 40.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 38.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 37.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 35.2 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
Brave Warrior Advisors, LLC CIK 0001553733 0.902 40 32.9 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
SIR Capital Management, L.P. CIK 0001434997 0.033 79 31.5 3.5% 3 +1.1 pp +3.3 pp +3.5 pp +3.5 pp
RR Advisors, LLC CIK 0001322613 0.626 25 29.8 9.3% 3 +1.6 pp +1.1 pp +9.3 pp +9.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 29.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 28.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 26.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 25.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 25.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 0.953 97 25.1 1.0% 3 +0.0 pp -0.3 pp +1.0 pp +1.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 24.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 21.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 20.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 18.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 18.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 17.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 16.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 15.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 15.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 -0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 14.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 14.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 14.0 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 14.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 13.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 13.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 13.1 1.4% 3 -0.1 pp +0.2 pp +1.4 pp +1.4 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 12.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 12.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 12.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 11.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Long Focus Capital Management, LLC CIK 0001602716 0.525 76 10.9 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
SHAH CAPITAL MANAGEMENT CIK 0001383838 0.917 9 10.4 2.0% 3 -0.0 pp -0.2 pp +2.0 pp +2.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 10.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 9.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 9.4 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 9.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 8.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 8.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 8.4 0.0% 3 -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% 3 +0.2 pp +0.1 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 7.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 7.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 6.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 6.6 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 6.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Phocas Financial Corp. CIK 0001356783 0.164 153 6.5 0.9% 4 -0.1 pp -0.1 pp +0.1 pp +0.9 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 6.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 5.9 0.3% 3 +0.2 pp -0.0 pp +0.3 pp +0.3 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 5.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 0.600 73 5.6 0.3% 3 -0.7 pp -0.6 pp +0.3 pp +0.3 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 5.4 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 5.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
PDT Partners, LLC CIK 0001564702 0.042 489 5.0 0.3% 3 -0.3 pp -0.5 pp +0.3 pp +0.3 pp
Corigliano Investment Advisers, LLC CIK 0002031771 0.014 37 5.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 5.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Pinnacle Holdings, LLC CIK 0001411784 0.174 237 5.0 1.7% 3 -0.2 pp -0.2 pp +1.7 pp +1.7 pp
FMR LLC CIK 0000315066 0.989 5571 4.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 4.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 4.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
CHASE INVESTMENT COUNSEL CORP CIK 0000019475 0.116 138 4.3 1.2% 3 -0.2 pp -0.3 pp +1.2 pp +1.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 3.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 3.8 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Global Advisors, LLC CIK 0001580212 0.136 129 3.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 3.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 3.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 3.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 2.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 2.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 2.8 0.0% 3 -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 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.7 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 2.6 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 2.3 1.8% 3 -0.2 pp -1.0 pp +1.8 pp +1.8 pp
SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 2.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guild Investment Management, Inc. CIK 0001317802 0.230 59 2.1 1.6% 3 -0.3 pp -0.5 pp +1.6 pp +1.6 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barnett & Company, Inc. CIK 0001426588 0.122 86 1.9 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aventail Capital Group, LP CIK 0001803822 0.064 155 0.0 0.0% 0 +0.0 pp -0.2 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
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bramshill Investments, LLC CIK 0001619899 0.794 157 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Segment Wealth Management, LLC CIK 0001575581 0.561 311 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 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
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 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
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
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anthracite Investment Company, Inc. CIK 0001809930 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 +0.0 pp -0.1 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 -0.1 pp -0.1 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
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 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
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Applied Finance Capital Management, LLC CIK 0001966007 0.403 218 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Paradiem, LLC CIK 0001733356 0.135 68 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 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
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 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 -0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 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
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 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 AM). Qtrs Held counts distinct quarters this fund has actually held AM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AM position size. Δ columns are the percentage-point change in AM'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